Bookings & workflows

Real bookings, real hand-offs, nothing dropped.

The actions behind every conversation: live diary booking by your rules, a whole team scheduled, warm transfers, tickets and compliant call-backs.

Booking rules you set

Length per service, on-the-hour or half-past grid, working hours and finish-by-close, travel gap, notice period, how far ahead, and an emergency exception for out-of-hours.

Whole-team scheduling

Team members as bookable resources with skills, areas and shifts. Callers hear the first free slot across everyone; the job is assigned least-loaded, round-robin, nearest or preferred.

Your scheduling tool

Already run the diary in ServiceM8 or your own system? ParlioTec reads availability from it and creates the job there. Or text a booking link for Cal.com, Square and similar.

Example

What a conversation looks like

Sample data for a fictional business — your agent uses your services, prices and rules.

Illustrative bookingIllustrative example
Customer

Can I get a boiler service next week, mornings only?

ParlioTec

A service is 90 minutes. Tuesday at 9 or Wednesday at 10:30 with Priya are free — which would you like?

Customer

Wednesday please.

Event created in Priya's calendar · service, address, phone, caller's notes and a link to the call attached · reminder scheduled

Controls

You stay in charge

Transfers

Warm (briefed) or cold, to departments, mobiles, PBX extensions or SIP. Urgent-keyword escalation to the on-call person.

Tickets and callbacks

Everything unresolved becomes a ticket with SLA timers; threads and tickets share one lifecycle.

AI call-backs

Compliant outbound: calling windows, daily caps, do-not-call, and a human decides which callbacks the AI makes.

Approvals

Quotes, refunds, discounts and other actions you mark sensitive wait for a yes/no via tap link.

ParlioTec dashboard overview
Works with

Connects to what you already use

Google CalendarMicrosoft 365ServiceM8Signed webhookCal.com / Square / GoHighLevel linksHubSpot, Salesforce, Pipedrive, ZohoGoogle Sheets, Teams, Slack, Zapier/Make

Full list on the integrations page - plus 7,000+ apps through Zapier.

FAQ

Bookings & workflows questions

Can each service have its own appointment location?

Yes — per service you can set your premises, the customer's address, a phone call or a video call with a Meet/Teams invite.

How many slots does it offer?

You choose — the default is three, after asking the caller which day suits.

What goes in the calendar event?

Service, customer phone, address, what they need, caller ID and a link to the call recording.

Be there for every customer conversation.

One AI agent, connected to the channels your customers already use. 14 days free — no card, no obligation.