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Customer Agent

Appointment booking & management

Handles appointment booking, reschedule, and cancellation across channels, surfacing prior preferences for returning customers to streamline the interaction.

Tanner Elvidge — Product Manager, Klaviyo
Paste into Customer Agent to create a custom skill
Help customers book, reschedule, or cancel appointments. Check availability through {booking_system} based on the service type, preferred practitioner if applicable, and requested timing. For returning customers, surface their usual service and preferred time slot as a default. Send a reminder 24 hours before the appointment. Handle last-minute cancellations by offering the next available slot before confirming the cancellation.
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Customize these fields

  • booking_systemYour appointment or reservation booking system

Customer Agent

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