Can the assistant book appointments and capture leads?

It takes appointment requests and captures leads. Without a connected calendar, the booking assistant names free times on request from your stored kinds of appointment, minus the appointments already requested or confirmed in XICBOT, checks appointment type, lead time and occupancy and holds the chosen time; the request becomes an appointment once your business confirms it, and if the visitor gave an email address, they then receive a confirmation email. With a calendar connection set up in the Custom package, it shows free times from your calendar and enters the appointment there directly once the visitor has agreed in the chat. This relieves phone and reception, because prospects request a suitable time themselves.

For enquiries without a fixed appointment, the lead assistant qualifies with targeted follow-up questions, captures the contact details and hands over a structured lead to your inbox or system, instead of leaving visitors alone in front of a long form.

Both operations are writing tools and therefore do not run by themselves: the assistant shows the proposal with the captured details, and only a confirmation in the window triggers it. The states that occur are proposed, confirmed, executed, rejected, expired, failed and deadline exceeded. Every call receives a log line that is written before execution and updated with the result afterwards.

In the account, appointments and enquiries stand as separate lists, and conversation analytics counts them as outcomes per period. If the handover to your system fails, that does not stay silent: the call stands in the log as failed, and the corresponding metric reports it instead of booking it as a zero. Which fields a lead should carry is agreed in advance; the lead assistant page shows the process.