Appointment campaign
How an appointment campaign works: the voice agent runs conversations aimed at scheduling a meeting, based on your booking settings.
Last reviewed: 2026-07-22
What an appointment campaign is
In an appointment campaign, the voice agent runs conversations aimed at scheduling a meeting. The conversation is geared towards clarifying interest and offering a concrete appointment. This is based on the campaign's booking settings, which define which appointment options the agent may offer.
How the conversation unfolds
A typical conversation follows your script and the campaign goal:
- The agent opens the conversation and states the reason for the call.
- It clarifies interest and, if configured, the key qualification points.
- It offers an appointment within the permitted options.
- It confirms the arrangement and records the outcome.
The agent does not promise appointments outside the configured options and does not invent availability.
Requirement: booking settings
An appointment campaign requires configured booking settings. There you define, among other things, the appointment type, duration and the permitted appointment process. Without this configuration, the agent cannot offer a reliable appointment. The article configuring booking settings describes how to set up booking.
Instead of a firmly booked appointment, an offered appointment, an appointment request or a callback can also be intended. The specific options depend on your booking configuration.
Results of an appointment campaign
The conversation outcome is captured in a structured way. In addition to the appointment status, you can record further details through result fields, such as the preferred time frame or open points. This keeps what was agreed traceable.
The appointment status can take different values, such as offered, requested or booked, depending on your booking configuration and how the conversation went. Review these results regularly to improve the campaign in a targeted way.
Hinweis: For an appointment to be created, the booking settings must be enabled and the required result fields must be filled in.