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Help Center / Setup / Configure Booking Bot

Setup

Configure the Booking Bot

The Booking Bot tells Amy what she is allowed to book, which rules to follow, and how to answer common questions using your FAQ knowledge base.

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Where to configure

In the product, open Settings and use the Booking Bot / related setup sections (including FAQs, providers or staff who take appointments, rooms/resources, and age or eligibility limits when shown).

First-run banner New accounts often show a Booking Bot setup banner on the dashboard. Complete those steps before advertising your Amy number publicly.

Recommended setup order

  1. Providers / bookable staff
    Add the people or resources callers can book with. Amy can only offer what you configure.
  2. Rooms, chairs, or resources
    Define where appointments happen so the schedule board and Amy stay aligned.
  3. Hours and booking rules
    Set when booking is allowed. Include buffers, lead time, and any blackout patterns your business uses.
  4. Eligibility limits
    If your location restricts booking by age or other criteria, set those limits so Amy does not offer invalid slots.
  5. FAQs
    Add clear question-and-answer pairs Amy should use for hours, parking, preparation, pricing policies, cancellation rules, and directions.
  6. Transfer / escalation
    Confirm how Amy should hand off to a human when the caller needs help outside her scope.
  7. Test again
    Place another short inbound call and verify both FAQ answers and a test booking.

Writing FAQs that work on calls

  • Use the wording customers actually say (“Do you take walk-ins?”)
  • Keep answers short and speakable — Amy reads them aloud
  • Avoid internal jargon; prefer plain language
  • Update FAQs when hours, offers, or policies change
Tip Start with 8–12 high-impact FAQs. Expand after you hear real call transcripts or staff feedback.

What Amy can typically do once configured

  • Greet callers with your business context
  • Answer FAQs from your knowledge base
  • Look up availability and book appointments within your rules
  • Transfer or escalate when needed

Capabilities can be extended or customized by industry on request.

Next steps

  1. Claim a number and test Amy (if you have not already)
  2. Manage appointments on the schedule board

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