Web chat
On your website
Customer: Do you have anything Friday morning?
Booking Agent: I have 9:30 or 11:00. Which works for you?
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Booking Agent
Helps customers book, change or cancel appointments. Your team sets the rules and steps in when a customer needs a person.
Booking Agent
Appointment change
Customer
Can I move my appointment?
Booking Agent
Sure. What day works better?
Call in progress
What the Booking Agent handles
- Books new appointments
- Changes existing appointments
- Cancels appointments
When your team steps in
Your rules decide when the Booking Agent handles a change on its own and when it involves your team.
One agent across voice, chat and messaging.
Let customers reach the same agent by phone, web chat or message. Manage the conversations in TandemCX.
Booking AgentActive on 3 channels
AI handling
Messaging
Text message
Customer: Can I move my appointment to next week?
Booking Agent: Done. You’re booked for Tuesday at 2pm.
Delivered
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Voice
Phone call
Caller · I need to cancel tomorrow’s appointment.
Booking Agent · No problem. It’s cancelled and I’ve sent a confirmation.
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Get your first agent ready
Pick a job, connect the tools and set the rules. Test your agent before it handles customer conversations.
Start with one agent
B
Setting upBooking Agent
Getting things ready
Pick an agent
Where could your team use help?
Support · Booking · Orders · Sales · Accounts
Connect your systems
What should your agent have access to?
CRM · Scheduling · Helpdesk · Commerce · Business data
Choose your channels
How do customers reach you?
Web chat · Messaging · Voice
Set your controls
When should it involve your team?
Supervised · Guided · Independent
Ready to test
Your agent can now receive a call
Meet the other agents.
Support AgentAnswers common support questions and brings in your team when a customer needs a person.Meet the Support Agent Order AgentChecks order status and gives customers delivery updates.Meet the Order Agent Sales AgentAnswers product questions and helps customers find the right fit.Meet the Sales Agent Account AgentHelps customers understand their account and balance.Meet the Account Agent
See TandemCX in action.
See agents handle routine customer work, ask for approval and hand conversations to your team.
Support Agent
A focused place to start
1
Pick an agent
2
Connect your systems
3
Set your controls
Start with one agent. Stay in control. Add more when you’re ready.