Enoch George's Blog

AI Calling Your Clients? Here's How to Automate Appointment Confirmations Like a Pro!

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Enoch George Muller
·

3 min read

Revolutionize your business with conversational AI agents on Make.com - it’s easier (and cooler) than you think!

Hook:

Ever dreamed of having your very own AI assistant to handle client calls? 🤖 Your dream is about to come true. Let's dive in!

Hey everyone, it's Nick! Today, I'm excited to show you how to automate appointment confirmations using conversational AI agents on Make.com. If you’ve been sleeping on this tech, now’s the time to wake up! 🚀

Setting the Stage: AI in Action

Imagine this: You get a call from your AI assistant confirming your appointment. Sounds futuristic, right? Well, it's happening today! Here’s a live demo to get you started.

Phone Call Demo:

plaintextCopy codeAI: Hello, this is Carl from Left Click. I'm calling to confirm your appointment tomorrow at 9:00 AM. Is that still a good time for you?
You: Yeah, 9:00 works, thanks.
AI: Great, I've got you down for tomorrow at 9:00. Is there anything else I can help you with today?
You: No, that’s all. Thanks!
AI: Wonderful, have a great day!

Building Your AI Assistant: Step-by-Step Guide

Step 1: Setting Up Blandy AI

Blandy is the conversational AI platform we’ll use. They make it super simple with an easy API integration.

  1. Sign Up: Head to Blandy.ai and create a free account.

  2. Get Your API Key: Navigate to your profile, find the API Keys section, and copy your secret key.

Step 2: Creating a Google Sheet

Create a simple Google Sheet with two columns: phone numbers and instructions. Here’s a quick example:

Phone NumberInstructions
+1234567890Confirm appointment for tomorrow at 9:30 AM. Reschedule if needed.

Step 3: Connecting Google Sheets to Make.com

  1. Google Sheets Module: Set up a scenario in Make.com to pull data from your Google Sheet.

  2. Search Rows Module: Ensure it returns the phone number and instructions.

Step 4: Making the API Call

Here’s where the magic happens. We’ll set up an HTTP request to Blandy’s API to make the call.

  1. HTTP Request Module: Add this to your scenario in Make.com.

  2. Set Up the Call:

    • Method: POST

    • URL: https://api.blandy.ai/v1/calls

    • Headers:

      • Content-Type: application/json

      • Authorization: Bearer YOUR_API_KEY

  3. Body:

     jsonCopy code{
   "phone_number": "{{phone_number}}",
   "task": "{{instructions}}"
 }

Advanced Features: Analyzing the Call

Blandy doesn't just make calls—it can also analyze them! Here’s how to check if the appointment was rescheduled.

  1. Analyze Call Endpoint:

    • Method: POST

    • URL: https://api.blandy.ai/v1/analyze

    • Body:

        jsonCopy code{
    "call_id": "{{call_id}}",
    "goal": "Identify if the appointment was rescheduled and the new time.",
    "questions": [
      "Was the appointment rescheduled?",
      "What time was the appointment rescheduled to?"
    ]
  }

  2. Sleep Module: Add a delay to wait for the call to complete.

  3. Parse the Response: Use the response data to update your Google Sheet or CRM with the new appointment time.

Putting It All Together

You now have a fully automated system where Blandy calls your clients, confirms appointments, and updates your records. Welcome to the future!

Final Thoughts

Mastering conversational AI on Make.com is a game-changer. Not only can it handle routine tasks, but it can also provide invaluable data to keep your business running smoothly.

"The future belongs to those who believe in the beauty of their dreams." – Eleanor Roosevelt

Got questions or feedback? Drop a comment below! If you found this guide helpful, give it a like and share it with your network. Thanks for reading, and happy automating! 😊

Feel free to leave a like, comment, and subscribe for more tips and tricks on mastering Make.com and automation. See you in the next post!

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