Schedule an appointment with Conversational Appointment Booking
As a customer or consumer, schedule an appointment from the Virtual Agent chat window on the service portal.
Before you begin
Role required: customer, consumer
About this task
You can only schedule one appointment per location. Only logged-in users can schedule appointments.
Procedure
Navigate to the Customer Service Portal or Consumer Service Portal home page by adding the suffix
/csmor/cspto your instance URL.For example:
https://yourportalurl.com/csmSelect the chat icon (
Image omitted: chat\_icon.png
Chat icon.\) to open the chat window and begin a Virtual Agent chat.
Chat icon.\) to open the chat window and begin a Virtual Agent chat.
- Enter
schedule appointment.
Image omitted: conv-ab-sched3.png
Virtual Agent chat window with the user selecting a reason for the appointment.
Virtual Agent chat window with the user selecting a reason for the appointment.
- Choose a date from the calendar.
Image omitted: conv-ab-sched2.png
Virtual Agent chat window with dates and times that are available for the appointment being scheduled.
Virtual Agent chat window with dates and times that are available for the appointment being scheduled.
Result
The appointment is scheduled and the chat is complete.
Image omitted: conv-ab-schedule.png
Virtual Agent chat window with the details of the scheduled appointment.
Virtual Agent chat window with the details of the scheduled appointment.
Related topics