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Connecting to the Algho Assistant

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In this section​

1
Creating a Booking form
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2
Configuring the fields
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3
Connecting the form to the assistant
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4
Usage tips
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The Booking module is natively integrated with Algho. You can therefore create conversational booking forms without developing a custom integration.

Creating a Booking form​

Creating a Booking form

Open Create form > Template. The following are available:

  • Appointment booking form, which offers date and time together;
  • Appointment booking form: separate date and time, which offers date and time in two steps.

Select Use template and configure name, language, form type and Division.

The available types are Booking creation, Booking cancellation, Booking modification and Booking status. The language must match that of the Assistant you will connect the form to.

Booking form types

Select Create form to generate the initial fields.

Configuring the fields​

Generated form fields

The built-in fields required for booking must not be deleted:

  • service
  • provider
  • secretary
  • date and hour when date and time are separate
  • email
  • fullname

You can modify the question text in all fields. Unnecessary fields can be removed. You can also add other fields: the collected data is added to the Notes of the Booking reservation.

Select Save when the configuration is complete.

Saving the Booking form

Connecting the form to the assistant​

Connect the form to a question in the Knowledge Base to let the user start the procedure. For more information, see Conversational Forms.

Usage tips​

Booking forms are created based on Divisions. If you have multiple Divisions, you may need to create a form for each of them.

To avoid the user having to know this internal organization, create a filter form that guides them to the correct booking form.