Service readiness and activation
How to tell whether a service is ready for your agent, what each missing item means, and how to fix it.
In the product: Appointments & quotes →
A service is ready when it has everything its outcome needs: a calendar for appointments, a payment method for purchases, and a quote rule when it applies. The panel checks this for active services that have Available to AI turned on.
Where to see it
- In Catalog → Services, the AI column shows Ready, N requirement(s) missing with the first one, AI disabled, or Not active.
- Above the table, you’ll see the notice N services need configuration.
- Inside the service, each step flags what’s missing with Missing in this step.
Why it matters
If your agent handles services, you can’t turn it on while an active service is incomplete. On the agent’s page, you’ll see Complete the outcome setup for every active service. and the Open services button, which shows you only the ones that need attention.
To unblock your agent, complete the service or turn off its Available to AI while you finish it.
The most common missing items
| Message | How to fix it |
|---|---|
| Choose what the customer should accomplish. | Choose an Outcome in step 1 |
| Add the appointment duration. | Enter the Duration (minutes) in How it works |
| Choose at least one appointment format. | Choose In person, Google Meet, Phone, or External video |
| Assign an active calendar or booking resource. | Choose the calendar in Calendars and resources |
| Connect the calendar used by this service. | Click Connect calendar |
| Set weekly availability and timezone in your calendar. | Click Configure hours and availability |
| Select an in-person location with business hours. | Click Configure locations |
| Add a secure external video URL. | Enter a link that starts with https:// |
| Enter a fixed price greater than zero. | Fix the price in Price and payment |
| Choose at least one ready payment method. | Choose Card or Bank transfer |
| Finish Stripe setup to accept card payments. | Click Connect Stripe and finish signing up |
| Add a valid bank account for transfers. | Click Configure bank transfer |
| Choose how this service is quoted. | Choose the quote type in Price and payment |
| Make this service available to the AI agent. | Turn on Available to AI in Review |
When a button takes you to another page, like Calendar or Payments, you’ll see Return to service to go back.
Save and activate
Save and activate saves the service as active even if it’s missing requirements, and you’ll see Setup incomplete. Only two things prevent saving it as active: an appointment without a calendar, and an in-person appointment without a location with business hours.
For Stripe, the service counts as ready only when your Stripe account can accept charges and payouts.