A practical checklist before you automate phone bookings

Start with calendar truth: which calendars are authoritative, how double-booking is prevented, and what happens when a provider is out. Automating a broken schedule only scales confusion.

Script the exceptions—cancellations within 24 hours, same-day requests, and VIP rules. Your AI should mirror policy, not invent it.

Finally, define success metrics: containment rate, average handle time, and bookings completed without human touch. Review weekly in the first month so you can tune prompts and routing with data.