I am getting stuck on the booking route for a whatsapp AI agent for clinics. Need some guidance on finishing the workflow and creating the template.
Hello @Cooper_Potter , welcome to make.com community, I have worked and have experience with Make.com and l will love to collaborate with you on this you can schedule a call Here and you can checkout my upwork profile Here, for my pastworks and certifications
@Cooper_Potter Let us connect and complete the WhatsApp AI agent for clinics. I have worked extensively on workflow design and template creation for automated systems, which enables me to provide clear direction and effective solutions for your process.
Please feel free to share the details of your current setup. You are also welcome to explore my services, and I would be glad to connect on LinkedIn to move forward.
Hello @Cooper_Potter! We are certified Make.com Partners, and we have built multiple AI-driven WhatsApp workflows for clinics and appointment-based businesses, so I can help you finish the booking flow, fix any logic gaps, and create the right template messages for Meta approval.
If you’d like, I can review your current workflow and guide you step-by-step so the agent can handle bookings smoothly.
Pick a slot using this link: Calendly
Best,
Moby
Hi! I can definitely help you with the booking route for your WhatsApp AI agent. I’ve worked on similar AI-driven clinic workflows before—for example, I recently helped a dental clinic fix a stuck appointment flow where the bot couldn’t process date/slot selection. I reorganized the logic, cleaned up the message steps, and rebuilt their booking template so everything ran smoothly.
If you’d like, I can jump in, review your current booking path, identify where the flow is getting blocked, and guide you through completing the workflow and creating the right WhatsApp template.
Happy to help you get this finished!
Check my profile: https://www.upwork.com/freelancers/farhana401
Book a quick call:Calendly - Automaxion
@Cooper_Potter It sounds like you already have a WhatsApp AI agent in place for clinics, and the main blocker is the booking route with Google Calendar, plus the exact WhatsApp template flow for confirming appointments. I can help you finish a clean and reliable booking workflow so the agent can offer slots, check availability in Google Calendar, and send clear confirmations back to patients.
My approach is to keep the workflow simple and testable in Make.com. That means a single orchestration scenario that receives WhatsApp messages, sends and parses AI responses, checks Google Calendar availability, and then writes back confirmed bookings and follow-up messages. I will design the booking route so it has clear steps, robust validation of dates and times, and a template structure that Meta can approve and that you can reuse across clinics.
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How is WhatsApp currently connected, and where does the AI agent live today? For example, TimelinesAI, 360dialog, Wassenger, Twilio, or another provider, and is the AI logic inside Make.com using OpenAI or in another platform.
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How is availability structured in Google Calendar? Do you have 1 calendar per clinic, 1 calendar per doctor, or a single shared calendar, and what are your required slot lengths, working hours, and time zones?
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What exact data should each booking capture from the chat? For example, patient name, phone, clinic location, appointment type, preferred date range, notes, and any required intake questions.
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How should the agent handle conflicts and rules? For example, do you want strict no double booking, minimum notice before an appointment, and any limits on how far in the future patients can book?
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Do you already have any WhatsApp message templates created in Meta for confirmations and reminders, and in which language, or should I design the wording and structure for you?
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Can you share your current Make.com scenario or a short description of the modules you already built for this agent so I can see exactly where the booking route is getting stuck?
I’ll wait for your reply. Thank you!