1. Appointment inquiry and booking
Trigger: Client calls or submits an enquiry via a configured channel (phone, website form, chat, or WhatsApp Business API). Automated steps: System identifies the enquiry as a booking request, checks availability for the requested service and staff member where the booking integration is supported, offers available slots, confirms the appointment. Systems involved: Telephony or chat platform, booking system or calendar, n8n. AI role: Conversational enquiry handling and slot suggestion within the configured scope. Human approval/escalation: Requests involving complex scheduling, specific staff preferences not resolvable automatically, or client complaints routed to a staff member. The system does not override manual scheduling decisions. Business outcome: Appointment enquiries handled consistently for defined service types during configured hours, without requiring reception staff to step away from in-person clients.
2. Reminder and confirmation workflow
Trigger: Upcoming appointment within a defined time window (e.g., 48 hours and 24 hours before). Automated steps: Reminder sent via configured channel (SMS, email or WhatsApp Business API); client response (confirm, reschedule, cancel) processed; appointment status updated in the booking system where supported. Systems involved: n8n, booking system or calendar, SMS, email or WhatsApp Business API. Automated messaging enabled only where the business has an appropriate legal basis or consent for client communication. AI role: Optional — personalising reminder content based on appointment type or service. Human approval/escalation: Cancellations within a short time window or unusual responses flagged for staff review. Business outcome: More consistent reminder delivery and confirmation collection without manual effort for each appointment.
3. Rebooking outreach
Trigger: Appointment marked as completed in the booking system, or a defined interval since the client's last visit has passed. Automated steps: Outreach message sent via configured channel inviting the client to rebook; available slots offered or booking link provided. Systems involved: Booking system, n8n, SMS, email or WhatsApp Business API. Automated messaging enabled only where the business has an appropriate legal basis or consent. AI role: Optional — personalising outreach based on service type or visit history. Human approval/escalation: Clients who do not respond after defined attempts are not contacted repeatedly by the automated system — the list is flagged for staff review rather than escalated automatically. Business outcome: More systematic rebooking outreach without relying on staff to initiate contact for every lapsed client.
4. Missed-call follow-up
Trigger: Inbound call not answered or dropped before the enquiry is completed. Automated steps: Follow-up message sent via SMS or WhatsApp Business API with a booking link or callback offer. Automated messaging enabled only where the business has an appropriate legal basis or consent. Systems involved: Telephony platform, n8n, SMS or WhatsApp Business API. AI role: Message drafting based on call context. Human approval/escalation: None for a standard follow-up message; responses requiring a detailed conversation routed to staff. Business outcome: A way to re-engage enquiries that would otherwise go uncontacted, where messaging is permitted.
5. After-hours enquiry handling
Trigger: Enquiry received outside defined business hours via configured channel. Automated steps: Acknowledgement sent confirming receipt and providing next steps (booking link, expected response time, or both). Systems involved: n8n, configured enquiry channel, SMS or email. AI role: Message drafting based on configured business information. Human approval/escalation: Staff reviews after-hours enquiries at the start of the next business day. Business outcome: Clients who enquire after hours receive a timely acknowledgement rather than silence, with expectations set correctly.
6. Rescheduling requests
Trigger: Client contacts the business to reschedule an existing appointment. Automated steps: System identifies the existing booking, offers alternative available slots within the configured service type, confirms the new booking and updates the booking system where supported. Systems involved: Telephony or chat platform, booking system, n8n. AI role: Conversational rescheduling flow within defined scope. Human approval/escalation: Rescheduling requests involving complaints, unusual circumstances or scheduling conflicts not resolvable automatically are routed to staff. Business outcome: Reduced back-and-forth for straightforward rescheduling requests.
7. General enquiry handling
Trigger: Client enquiry about services, pricing, location, hours or availability of a specific staff member. Automated steps: System responds from configured business information for defined question types. Systems involved: Chat or telephony platform, configured knowledge base or business information, n8n. AI role: Response generation from configured information sources only. Human approval/escalation: Questions outside the configured scope, complaints or sensitive situations escalated to staff immediately. Business outcome: Consistent responses to common administrative enquiries without staff involvement for defined question types.