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MyGPTAssistants Documentation

Appointments

AI-Powered Scheduling CRM Feature

Section titled “AI-Powered Scheduling ”

Appointments lets your AI assistant book meetings directly with customers during conversations — no back-and-forth emails, no calendar ping-pong. Customers pick a time that works for them, and it lands in your calendar automatically.

Appointments
Booked by your AI assistant or your team
June 2026
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110:00 Lisa P. — Demo
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314:30 Onboarding
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509:00 J. Patel16:00 Pricing call
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911:15 R. Suárez
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1115:00 Follow-up
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1510:00 Renewal
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1813:00 Discovery
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How It Works

Section titled “How It Works”

Appointment Types

Create different types of meetings — demos, consultations, support calls — each with its own duration, availability, and color.

AI Scheduling

Your assistant detects when a customer wants to book and offers available slots in real time during the conversation.

Google Calendar Sync

Appointments sync bidirectionally with Google Calendar. Existing events block availability automatically.

Confirmation Emails

Customers receive a branded confirmation email with the appointment details, a calendar attachment (.ics), and links to cancel or reschedule.

Setting Up Appointment Types

Section titled “Setting Up Appointment Types”

  1. Navigate to CRM → Appointments

  2. Click “New Appointment Type”

  3. Configure the details:

    • Name and description (shown to customers)
    • Duration (15, 30, 45, 60 minutes, or custom)
    • Color (for calendar display)
    • Availability windows (which days and hours)
    • Buffer time between appointments

  4. Connect your calendar (optional but recommended)

  5. Enable on your assistant via the Plugins → CRM Toolkit → Appointments section

Appointment Types Configuration

Section titled “Appointment Types Configuration”
SettingDescription
NameWhat customers see (e.g., “30-min Demo Call”)
DurationHow long the appointment lasts
ColorColor on your calendar view
DescriptionWhat customers should expect

Customer Experience

Section titled “Customer Experience”

When a customer asks to book a meeting, your assistant:

  1. Detects the intent — “I’d like to schedule a demo” triggers the booking flow
  2. Asks qualifying questions — collects name, email, and any relevant info
  3. Shows available slots — displays real-time availability
  4. Confirms the booking — creates the appointment and sends a confirmation email
  5. Provides management link — customer receives a link to cancel or reschedule

Customer Self-Service Page

Section titled “Customer Self-Service Page”

Customers can manage their appointments at /my-appointment — a public page (no login required) accessible from the confirmation email. They can:

  • View their appointment details
  • Cancel with one click
  • Request a reschedule

Embedding the Booking Widget

Section titled “Embedding the Booking Widget”

You can embed a standalone booking widget on any webpage using the appointment type’s embed URL:

<iframe
  src="https://app.mygptassistants.com/booking/YOUR_APPOINTMENT_TYPE_ID"
  width="100%"
  height="600"
  frameborder="0"
></iframe>

This lets customers book directly from your website without the chat widget.

Calendar View

Section titled “Calendar View”

The CRM Appointments calendar shows all scheduled appointments with:

  • Month / Week / Day views
  • Color-coded appointment types
  • Status indicators (confirmed, cancelled, completed)
  • Click-to-view appointment details and contact profile

Managing Appointments

Section titled “Managing Appointments”

Upcoming

See all confirmed future appointments. Click any appointment to view details, contact info, and conversation history.

Past

Review completed appointments. Mark as completed, no-show, or reschedule from the appointment detail page.

Cancelled

Log of cancelled appointments. Helps identify patterns (appointment types with high cancellation rates).

Google Calendar Integration

Section titled “Google Calendar Integration”

  1. Go to CRM Settings → Integrations

  2. Click “Connect Google Calendar”

  3. Authorize access — grant read/write permission to your calendar

  4. Select the calendar to sync with (if you have multiple)

  5. Test — create a test appointment and verify it appears in Google Calendar

Section titled “Related Topics”
CRM Overview Full CRM feature list
Plugins Enable appointment booking on your assistant
Contacts Contacts created from bookings
Live Escalation Escalate to human when needed