Consultation booking bot: topic, time and phone

Topic, time, phone — a request to the specialist

A “Message” “What is the consultation about?” → a topic “Data collection” into a custom field → a “Data collection” of the preferred time as text → a phone “Data collection” with validation → a “Message” “The specialist sees your request; we’ll confirm the time separately”. There is no calendar: the person phrases the slot themselves, and the expert confirms it from “Conversations”. An email about a new request goes to the owner on the first saved phone.

It’s better to split the topic into buttons right away — “Taxes”, “Contracts”, “Disputes” — with a tag topic:tax in each branch: then requests are filtered in “Contacts” by area, and a “Condition” on the tag can route them to different specialists via different operator notification texts. The booking and confirmation mechanics are the same as in the “Appointment booking” template.

Pre-qualification and handover to the expert

If the consultation is paid, add a button question about the format before the phone — “One-off consultation” / “Ongoing support” / “Just a question” — and route the “Just a question” branch to an “AI agent” block (Basic plan) with a knowledge base of your typical answers: it handles simple questions and hands complex ones to a person with the “Operator” block. Which questions to give to a neural network and which not — in the article on choosing a bot type.

After the time is confirmed — a 1-day “Pause” and a reminder with the time variable, as in bookings. What the client sees when handed to an operator and how to return the conversation to the bot — in the article on handing over to an operator. The flow works in Telegram, MAX, VK and the website widget. Open the template in your account.