Tools

The Tools tab allows your Conversational AI Agent to trigger journey and schedule appointments directly from conversations.

Journey

The Trigger Journey feature allows your Conversational AI Agent to automatically trigger a Journey when specific conditions are met during a conversation. Enable the Trigger Journey toggle and select the journey you want the AI agent to trigger.

Note: Only journeys that use an Inbound Webhook trigger are available for selection.

Configuring Journey Triggers

After selecting a journey, describe when the AI should trigger it directly in your Base Prompt. Clearly specify:

The condition for triggering the journey.
The journey name.
The data that should be passed to the journey.

For every selected journey, you should clearly explain its purpose and trigger conditions within your prompt using ”/” commands Example

When the customer confirms an appointment, trigger_journey_email_test and pass the following details:

{
  "customer_name": "<customer's name>",
  "customer_phone": "<customer's phone number>",
  "appointment_date": "<appointment date>",
  "time_slot": "<selected time slot>"
}

Once the specified condition is met, the AI agent automatically invokes the selected journey with the provided context.

Cal.com Integration

Chatzy AI supports native integration with Cal.com for appointment scheduling. Before enabling appointment booking, connect your Cal.com account using the Connect Cal.com here option. After connecting your account:

Enable the Book Appointment toggle.
Select the Cal.com Event that should be booked by the AI agent.
Choose the Timezone that should be used while checking availability and scheduling appointments.

The selected event determines which appointment type the AI agent can book, while the timezone ensures that available slots are shown and scheduled correctly. Once configured, the selected Cal.com tools become available directly inside the Base Prompt. Simply type / in the prompt editor to access the available appointment tools, including:

Check Availability Of Slots
Book Appointment
Reschedule Appointment
Cancel Appointment
Get Bookings

You can then describe when each tool should be used during the conversation. Example

When a user wants to schedule a demo, first /check_availability_of_slots

If the user selects a suitable slot, use the /book_appointment to create the booking.

If the user wants to change an existing booking, use the /reschedule_appointment

If the user wants to cancel their appointment, use the /cancel_appointment

Tip: Clearly describe the conditions under which each Cal.com tool should be used in your prompt.

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Journey

Configuring Journey Triggers

Cal.com Integration

​Journey

​Configuring Journey Triggers

​Cal.com Integration

Journey

Configuring Journey Triggers

Cal.com Integration