Go to Artificial intelligence, WhatsApp assistant tab, and set it up section by section.

How it introduces itself

Turn it on with Assistant active and choose its Name and Tone.

What it can do

  • Check the client's upcoming bookings.
  • Check available classes (times and spots).
  • Book classes with the client's packs.
  • Swap a booking for another class.
  • Cancel bookings (only when there's no penalty).
  • Create new appointments with professionals in their free slots.
  • Explain the memberships you sell in the app.

Appointments with professionals

Which services it can book, the gap between appointments (in minutes), and what to do when the client has no valid pack, has used that service before, or it's their first appointment.

New people

It can register as a client anyone who gives their first and last name and, if you like, add them to the funnel too.

When it answers

Response hours, hours of silence after a person replies, what to do outside those hours, and the maximum replies per client per day.

Hand the conversation to your team

Write, one per line, the situations in which it should hand the conversation to a person, and the message it sends when it does. These handovers appear as CRM alerts.

Click Save assistant.

Tip: before turning it on, fill in its knowledge properly: prices, timetable, rules… The better it knows your center, the better it'll answer.