Collect details first
Ask for the service, time and required data in the same conversation.
Lead conversion
Collect an appointment request in conversation and connect it to an action or integration implemented for the customer's system and project scope.

Message Pro Omni
Capability scope
A workflow can ask for the service, time and required data, then perform an action or connect to an external system after the scope is defined and tested.
If direct booking is unavailable or requires review, the conversation is handed to the team with the collected data for confirmation.
Ask for the service, time and required data in the same conversation.
Connect the booking system when its interfaces and project scope are suitable.
Hand the request to a teammate when needed instead of confirming unavailable time.
Workflow
Identify the booking system
Document data and rules
Implement the action or integration
Test confirmation, failure and handoff
Appointment booking does not connect automatically to every system. It is implemented per customer after reviewing interfaces, permissions and scope.
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Configure outbound customer messages through suitable channels within consent, provider policies, plan and setup scope.
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