Lesson 9: Hands-On: Build a Simple Appointment Agent

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Hands-On: Build a Simple Appointment Agent

Exercise Goal

Build a working appointment-scheduling agent from scratch and test it.

Steps

1. Create the agent

   • Go to Agents → Create → Single Prompt
   • Name it: “Appointment Bot - [Your Name]”

2. Write the prompt

   • Set the role (receptionist at a clinic)
   • Define available services and hours
   • Add rules for information gathering (name, phone, service, preferred time)
   • Include confirmation and closing steps

3. Select a voice

   • Pick a voice that matches the tone (professional, friendly)
   • Preview a few options in the voice selector

4. Test in Playground

   • Have a full conversation as if you were calling
   • Try: normal booking, rescheduling, edge cases (no availability, wrong number)
   • Note what works and what doesn’t

5. Iterate

   • Adjust the prompt based on test results
   • Add missing instructions for scenarios that failed
   • Test again

Success Criteria

• Agent correctly collects: name, phone, service type, preferred date/time
• Agent confirms the appointment details before ending
• Agent handles “I don’t know” or off-topic questions gracefully
• Conversation feels natural (not robotic or overly verbose)