Customer identity
Capture the customer name and associate the request with the correct conversation or call.
Voice, WhatsApp and website chat can all capture complete appointment requests into the same client portal—ready for review, confirmation or follow-up.
The booking workflow checks for the core information required to make a request actionable.
Capture the customer name and associate the request with the correct conversation or call.
Store a phone number, email address or available caller identity for follow-up.
Normalise the requested date and time into structured appointment fields.
Retain the appointment title, source, notes, agent and related call reference.
The portal includes list and calendar-style appointment views with authorised update and management actions.
Standardised appointment records make downstream review and integration easier.
The AI collects customer identity, contact information and the requested appointment details during the conversation.
The workflow checks that the minimum required information is present before saving.
The request is written to one central appointment workspace with source and agent context.
Authorised users can review, update status, edit or remove appointment records.
The most common questions about this capability and how it fits into a real business workflow.
Voice calls, WhatsApp conversations and website chat can all capture appointment requests into the same workspace.
The current workflow saves appointment requests only after the necessary customer identity, contact, date and time information is available.
Yes. Authorised clients can create, edit, update status and delete appointment records from the portal.
Define the information your team needs and let Gaotus capture it consistently.