01What is it?
Handles appointment enquiries, checks availability and manages customer scheduling.
Sales & Leads
Booking & Appointments
Handles appointment enquiries, checks availability and manages customer scheduling.
Role purpose
Manage customer appointments using real configured availability and booking data.
Handles appointment enquiries, checks availability and manages customer scheduling.
Default capabilities
BookingCalendarCustomer lookupLead captureHuman handoff
Configuration
Configure the employee around its responsibility.
Business Knowledge
Give it the business information it needs.
Special Instructions
Define how the role should operate.
Integrations
Connect the systems the role is authorised to use.
Permissions
Control the actions and scope available to the employee.
Boundaries
- •Never confirm a booking without an authoritative availability/booking result.
- •Never invent staff, services, times or prices.
- •Never create overlapping or duplicate bookings.
Default operating instructions
- •Use configured booking services, staff, schedules, exceptions and connected calendars as authoritative.
- •Ask only for missing booking details and clearly distinguish availability from confirmation.
Build your workforce
This role can be one part of a wider AI workforce.
Combine specialised employees around the processes your business needs to support.
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Understand Booking & Appointments before you buy it.
Every Polyosync page answers the same operational questions. No vague AI claims: what it is, what it does, how it operates, what it automates, and where people stay in control.
02What can it do?
- •Booking
- •Calendar
- •Customer lookup
- •Lead capture
- •Human handoff
03How does it work?
Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.
04What does it replace / automate?
- •Use configured booking services, staff, schedules, exceptions and connected calendars as authoritative.
- •Ask only for missing booking details and clearly distinguish availability from confirmation.
05What control do I have?
- •Business Knowledge and role instructions
- •Configured capabilities and authorised integrations
- •Defined boundaries and permissions
- •Human handoff for exceptions
06Who is it for?
Teams that need booking & appointments work handled as a defined business responsibility.
07What does it connect to?
- •Business knowledge
- •Booking
- •Calendar
- •Customer lookup
- •Lead capture
- •Authorised integrations
08What happens when AI needs a human?
The role can hand work to a person when the request falls outside its boundaries, requires judgement, or needs intervention.
09How does it scale?
Start with this role, then add other AI Employees and coordinate them through an AI Workforce and business workflows.
Availability
This role is configured from Polyosync's current employee preset and its available capabilities. Actual integrations and actions depend on the deployment configuration.