Book Multi-Service Appointments (Chat & Voice)
Configure the Book Multi-Service Appointment capability for your AI Chat and Voice Receptionists directly in Partner Center, so prospects can self-book one or more services in a single conversation.
Configure the Book Multi-Service Appointment capability for your AI Chat and Voice Receptionists directly in Partner Center, so prospects can self-book one or more services in a single conversation.
Access and customize meeting settings, including bot settings, note-taker name, and compliance announcements.
Learn how to organize your event types into Groups and Service Menus to give prospects a single link where they can choose the right meeting or service.
Send a meeting request email from a contact's profile in the Partner Center CRM so the contact can choose a time using your booking link.
Review recorded meetings with AI-generated summaries, insights, participants, and transcripts in the CRM.
Get notified by email and in-app notification when a meeting recording has been analyzed and the summary is ready to review.
Learn how to record a live meeting that is not on your calendar by manually adding a Notetaker.
Capture in-person meeting audio from the My Meetings page and upload it to the CRM for AI-powered analysis.
Learn how to connect your Google Calendar or Microsoft 365 / Outlook calendar to enable meeting scheduling and automatic notetaker functionality.
Share a public link to a meeting recording, AI summary, and transcript with people outside your organization using external link sharing.