How each service ends

When you create a service, the first step is Outcome: What should the customer accomplish? That answer defines how the conversation ends. The agent follows it without asking the customer.

Outcome	What the agent does	Allowed pricing
Book an appointment	The customer picks an available time and the appointment is created in your Google Calendar	Any
Request a quote	Gathers the requirements so your team can prepare the price	Quote
Buy directly	Charges a known price and confirms the purchase	Fixed price only
Talk to your team	Gathers context and hands the conversation to your team	Any

Book an appointment

You need Google Calendar connected and your weekly availability set. If something is missing, the service shows the Configure hours and availability button. Read Connect Google Calendar.

In the service’s How it works step, you set:

• Duration (minutes), 60 by default.
• Attendance: In person, Google Meet, Phone, or External video. In person needs at least one location with business hours. Google Meet creates the meeting link in the appointment. External video needs a link that starts with https://.
• Calendars and resources: the calendar where appointments are created. The first time, the panel creates the Primary calendar with your Google Calendar.

The times the agent offers meet all of these at once:

• they fall within your weekly hours, excluding your exceptions;
• they fall within the service’s hours and, if it’s in person, the location’s hours;
• they don’t overlap your busy Google events or other appointments;
• they respect the minimum notice, 24 hours by default, and go no more than 30 days ahead.

In the chat, the agent needs a specific date (“tomorrow”, “Monday”, “10/15”). It shows the available times in a list, repeats the details, and waits for confirmation. Once confirmed, the appointment is created on your calendar and Google sends the invitation to the customer’s email. If the customer wants to reschedule or cancel, they ask the agent in the same conversation.

Charging before the appointment. Only for services with a Fixed price:

• Collect payment before confirming: the customer pays to book.
• Collect a deposit only: a Fixed amount or a Percentage of the price; if you turn it off, the full price is charged.
• Accepted payment methods: Card, Bank transfer, or both.

With other pricing types, the appointment is booked without upfront payment.

Request a quote

The agent asks your questions, and the request appears in Sales → Service Requests as Ready to quote. Your team reviews the answers, prepares the price in the request’s Quote tab, and replies to the customer in the conversation.

In the Price and payment step, you choose how it’s quoted. For now, we recommend Human quote: your team reviews and sets the price.

Buy directly

For services with a known price that the customer pays in the conversation. You need a Fixed price greater than zero and at least one ready method: Card (Stripe connected) or Bank transfer.

The agent asks for the name, email, and quantity, repeats the summary, and waits for confirmation. Then:

• Card: sends a Stripe payment link that’s valid for 30 minutes.
• Bank transfer: shares your bank details and asks for the receipt. The payment stays under review until someone on your team approves it in the request, in the Manage tab, with Approve payment.

Talk to your team

For services you’d rather handle yourself, like custom projects. The agent asks your questions, hands the conversation to your team, and tells the customer it has let them know. It doesn’t promise response times.

The request shows as Handoff requested, and the business owner gets an email. The agent doesn’t stop on its own: to keep it from replying while you handle the conversation, choose I reply in the conversation. Read Who replies: the AI or your team.