1. Overview
  2. Learning the Software - Beginner
  3. 04. Calendar Booking - Tools - Extractions

04. Calendar Booking - Tools - Extractions

 

Step-by-Step Guide: Using Tools, Calendar Integration, and Custom Extractions in Lead Indicator AI

Overview

This guide covers setting up and using tools, calendar integration, and custom extractions to streamline your AI assistant's functionality. These capabilities allow your assistant to extract user information, book appointments, and manage client interactions efficiently.

1. Calendar Integration

Steps to Create and Sync a Calendar:

  1. Create a Calendar:

    • Go to Calendar Settings and select Create Calendar.
    • Choose a Personal Booking Calendar.
    • Name the calendar (e.g., Concrete Test) and set a custom URL path (e.g., concrete_test).

  2. Sync the Calendar with Your Assistant:

    • In your assistant's settings, go to the Calendars Tab.
    • Click Add Calendar and select the newly created calendar.
    • Test the calendar by booking a test appointment to ensure it functions correctly.

  3. Use Case:

    • Your AI assistant can check availability, book appointments, and cancel or reschedule as needed.

2. Using Pre-Built Tools

Pre-built tools add essential capabilities to your assistant, such as extracting details, managing calendars, and creating tasks.

Steps to Enable Tools:

  1. Go to the Tools & Abilities tab in your assistant’s settings.
  2. Select and enable the following tools:
    • Update Details: Extracts name, email, phone number, and more.
    • Address Update: Captures the user's address.
    • Calendar Management: Allows the assistant to book, reschedule, cancel, and check appointments.
    • Self-Scheduling: Enables the bot to follow up with users based on their availability.
    • Interaction Tools:
      • Create Task: Logs tasks for manual follow-up.
      • Send Email: Allows the bot to send email communications.
      • Call User: Lets the assistant make outbound calls.
  3. Save changes and test the tools in your assistant.

Tip:

Use task-based prompts to ensure tools are called at the appropriate time in conversations. Example:

plaintextCall the function `update_details` to update the user's name, email, and phone number.

3. Setting Up Custom Extractions

Custom extractions allow your assistant to capture and store specific data points, like project details or issues, into custom fields.

Steps to Create a Custom Extraction Tool:

  1. Create a New Tool:

    • Go to the Tools Tab and click Create Tool > Extraction.
    • Define a name (e.g., concrete_details).
    • Add a clear description:
      plaintext
      Use this tool to record the user's details about their concrete project for reference later.

  2. Create Custom Fields:

    • Go to Settings > Custom Fields and add fields (e.g., concrete_issue, concrete_details).
    • Organize fields into a folder for clarity (e.g., Concrete).

  3. Link Custom Fields to Tools:

    • In the tool settings, map each parameter to a custom field.
    • Example:
      • Tool Name: concrete_details
      • Mapped Field: Concrete Details

  4. Save and Add the Tool to the Assistant:

    • Ensure the custom tool is added to the assistant.

Testing the Custom Extraction:

  1. Start a conversation with your assistant.
  2. Provide project details (e.g., "I need a 1,000 sq. ft. foundation repair").
  3. Check if the tool was called successfully and verify the data in your CRM.

4. Automating Reminders and Notifications

Use automations to send appointment reminders and notify team members about new bookings.

Steps:

  1. Create a Reminder Workflow:

    • Trigger: Set the event to Customer Booked Appointment.
    • Filter: Specify the relevant calendar (e.g., Concrete Test).

  2. Send Notifications:

    • Add an Internal Notification action for your team:
      plaintext
      You have a new estimate booking: - Name: {{Contact.FullName}} - Address: {{Contact.Address}} - Concrete Issue: {{Contact.ConcreteIssue}} - Details: {{Contact.ConcreteDetails}}

  3. Send Appointment Reminders:

    • Add an SMS action to remind the user of their appointment:
      plaintext
      Hi {{Contact.FirstName}}, this is a friendly reminder about your concrete estimate scheduled for {{Appointment.Time}}.

5. Testing and Deployment

  1. Test the Full Workflow:

    • Enroll a test contact into the workflow and simulate a conversation to check tool functionality, data extraction, and calendar bookings.

  2. Review Data:

    • Check the custom fields in the contact's details to ensure all extracted information is recorded correctly.

  3. Finalize Setup:

    • Publish all changes (assistant, tools, and workflows) to make them live.

Conclusion

With these tools and integrations, your AI assistant can efficiently handle tasks like collecting user details, booking appointments, and automating follow-ups. This setup streamlines operations and provides a seamless experience for users and team members. Let me know if you need further assistance!

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