Part 3: Book a Demo

This will show you how to validate information that you've captured with AI and open up a booking link so a customer can book a demo with your team!

Skills gained

• Using AI to validate information
• Adding Buttons
• Open URLs using the Card or Carousel Step

Creating a 'Book a Demo' Workflow & Optimize the Trigger (2 min)

Part 3.1 will walk through creating and optimizing the trigger for a new workflow.

Using AI to Capture Information (6 min)

Part 3.2 will walk through how to use AI to capture multiple pieces of information. It will explain how to use rules and exit scenarios to train the AI to capture the right information.

Adding a Calendar Booking Link to Voiceflow Webchat (2 min)

Part 3.3 will show you how to use the card step to provide a booking link to your end customers and how to inject the customer email and name into the booking form. Clicking on the card will open up your URL and allow customers to book a demo with one of your sales reps.

Testing & Debugging (5 min)

Part 3.4 will show you how to start testing your agent and debug common issues.

Get the template

You can download the template shown in the videos here!