Appointment reminder & confirmation
Calls patients before their visit and lets them confirm, reschedule, or cancel by voice OR keypad (press 1/2/3). Reschedules check real availability and rebook; a WhatsApp confirmation goes out — cutting no-shows without front-desk effort.
Runs on web, telephony.
Last updated 2026-06-30
The conversation flow
Appointment reminder & confirmation is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.
How the agent opens
“Hello! This is a quick reminder about your upcoming appointment. To confirm, press 1 or say 'confirm'; to reschedule, press 2; to cancel, press 3. What would you like to do?”
How it works
- 1Reminder & menu
Remind them of the appointment and present the three options. Listen for a spoken choice or a keypress. If unclear, briefly re-offer the options.
- 2Confirm
The patient is confirming. Thank them, reassure them they're all set, and use send_whatsapp to send a confirmation with the date and time.
- 3Reschedule
The patient wants a new time. Use check_availability, offer two or three options, read back the chosen slot, then use book_appointment and send_whatsapp with the new details.
- 4Cancel
The patient wants to cancel. Acknowledge warmly without prying, capture a brief {cancel_reason} if offered, and let them know they can rebook anytime.
- 5Talk to front desk
The caller has a clinical question or asks for a person. Don't attempt advice — use talk_to_staff to transfer them to the front desk.
Tools & integrations it uses
More Healthcare templates
Frequently asked questions
What does the Appointment reminder & confirmation agent do?
Calls patients before their visit and lets them confirm, reschedule, or cancel by voice OR keypad (press 1/2/3). Reschedules check real availability and rebook; a WhatsApp confirmation goes out — cutting no-shows without front-desk effort. On a call it can check calendar availability, book calendar event, and send whatsapp. You install it, connect your tools, and it's ready to take or make calls.
How does the Appointment reminder & confirmation agent handle a call?
It follows a guided flow: reminder & menu, confirm, reschedule, cancel, and talk to front desk. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.
What do I need to connect for the Appointment reminder & confirmation agent?
Connect Google Calendar, WhatsApp (built-in), Plivo WhatsApp, WhatsApp Cloud API (Meta), AiSensy, and GupShup so the agent can act during the call, then point a phone number or the web widget at it.
What channels and languages does Appointment reminder & confirmation support?
It runs on web and telephony, in EN. You can change the voice and language in the builder.
How quickly can I launch the Appointment reminder & confirmation agent?
Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.
Launch the Appointment reminder & confirmation agent
Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.