Required inputs
- Booking availability
- Required appointment details
- Reception and qualification rules
Calls workflow
Turn a Qualified Business Call Into a Booked Appointment
See how a qualified caller moves from a business call to a booked appointment, using your configured availability and reception rules.
The business problem
A good caller can still be lost when the business answers the question but leaves scheduling as a separate, disconnected step.
Intended user
Appointment-led businesses that want callers to leave with a clear next step.
Trigger
A caller asks to book and meets your configured booking conditions.
What Flow understands
The receptionist recognizes the booking request and gathers what your appointment type requires.
Which system or AI employee acts
Cassius handles the call and booking through Flow, then saves the outcome to the business record.
Execution steps
From trigger to a visible business result.
- 01
Answer and identify the caller’s need.
- 02
Confirm the caller meets the booking conditions.
- 03
Offer an available appointment time.
- 04
Capture the required booking details.
- 05
Save the appointment and call context to the business record.
Illustrative example — fictional prompt, response, names, and metrics; not customer results.
Approval point
You configure availability, services, exceptions, and cases that need a human handoff.
Output
A booked appointment, or a clear message for manual scheduling.
What is saved
Appointment details and the available context from the call.
Bring the workflow into one conversation
Tell Flow what should happen next.
Start with the free core and hire specialized execution only when the workflow needs it.