Setup Appointment Chatbot
A booking chatbot answers clients who message you and lets them book without waiting for your team. Whautomate has ready-made chatbot templates you install in one click from the Automations page. This page helps you pick the right one and shows how to switch from one chatbot to another.
Which chatbot to choose
| Template | Best for |
|---|---|
| Flow Based Appointment Chatbot V2 (WhatsApp) | Booking on WhatsApp with guided screens. See WhatsApp Flow Appointment Chatbot. |
| Multi-Location Flow Based Appointment Chatbot V2 (WhatsApp) | The same, for businesses with several locations. |
| AI Appointment Booking Chatbot for your business (WhatsApp) | Booking in natural conversation; also reschedules and cancels. See AI Booking Chatbot. |
| AI Appointment Booking Chatbot for your business (Messenger, Instagram, Telegram or TikTok) | AI booking on other channels. |
See them in action
Appointment booking chatbot (guided WhatsApp screens):
AI appointment booking chatbot (clients ask in their own words):
Install a chatbot
- Go to Engage > Automations and click Add Rule.
- Set the filter to the channel: WhatsApp for the WhatsApp chatbots, or Messenger, Instagram, Telegram or TikTok for the AI chatbot on those channels. Type appointment in Search templates to narrow the list. (The Appointment filter shows form, survey and review templates, not chatbots.)
- Click Install Rule on the template you want.
- The rules appear under that channel on the Automations page. Open them to adjust messages if needed.
- Test it by messaging your business from another account.
Replace a chatbot
Only one chatbot template can be installed per channel at a time. To switch:
- On Engage > Automations, select the channel.
- Tick the bulk selection checkbox and choose Actions > Delete selected Rules.
- Install the new template.