Booking appointments with telli agents

Whether pre‑qualifying new leads or reactivating older ones, automated scheduling through telli agents saves time and boosts conversions. This article explains when to use appointment booking and how to configure your agent with the required tools and integrations.

1. Relevant Use Cases

• Pre‑qualification: Ask prospects targeted questions and then offer to book a demo or consultation.

• Reactivation: Reach out to older or inactive leads and invite them to schedule a meeting.

Other scenarios (e.g. event registrations, customer onboarding) also benefit from automated booking.

2. Appointment Booking Workflow

To automate scheduling, telli leverages two built‑in tools. Both must be referenced in your system prompt and in the script section:

1. getAvailableSlots

   • Calls your calendar API endpoint to fetch all available time slots.

   • Presents these options to the prospect.

2. bookSlots

   • Books the selected slot via your calendar API endpoint.

   • Completes the reservation in real time and continues or ends the dialogue.

Example in system prompt:

You may use tools: [getAvailableSlots], [bookSlots].  

In the script:

Agent: “Great, let me check availability.”  
Agent calls [getAvailableSlots]  
Agent: “Here are the open slots: {{slots}}. Which one works for you?”  
Agent calls [bookSlots] with the user’s choice  
Agent: “Your appointment on {{chosenSlot}} is confirmed. You’ll receive an invite shortly.”  

3. Native Integrations

telli provides out‑of‑the‑box calendar integrations:

4. Custom Integrations & Support

Need advanced scheduling logic or additional booking tools?

• Email us at [email protected]

• For Calender integration details, see: https://docs.telli.com/calendar-integrations

With these settings in place, telli agents manage the entire appointment booking flow—from availability retrieval to confirmation—seamlessly integrating with your calendar infrastructure.