Create customer records when chat support is handed off

When a conversation is handed off in ChatBot.com, automatically create or update a customer record in MaxScheduler to prepare for their upcoming meeting.

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See all MaxScheduler + ChatBot.com integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

MaxScheduler Explore MaxScheduler →

Triggers

New booking made

Fires when a new booking or appointment is made in MaxScheduler.

Booking rescheduled or canceled

Fires when a booking in MaxScheduler is changed or canceled.

New customer

Fires when a new customer books for the first time in MaxScheduler.

Actions

Create a booking

Creates a new booking or appointment in MaxScheduler.

Cancel or reschedule a booking

Cancels or moves a booking in MaxScheduler.

Create or update a customer

Creates or updates a customer record in MaxScheduler.

Add the booking to a calendar

Adds a booking from MaxScheduler to a connected calendar.

ChatBot.com Explore ChatBot.com →

Triggers

New conversation started

Fires when a new chat or conversation begins in ChatBot.com.

Lead captured in chat

Fires when ChatBot.com captures a lead during a conversation.

Conversation handed off

Fires when ChatBot.com escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through ChatBot.com.

Generate an answer

Asks ChatBot.com a question against its knowledge base and returns the answer.

Summarize a conversation

Uses ChatBot.com to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an ChatBot.com conversation.

Create customer bookings directly from chatbot conversations When a lead is captured in chat by ChatBot.com, automatically create a booking in MaxScheduler to reserve a consultation slot without agent intervention. See details

Send confirmation messages in chat after new bookings When a new booking is made in MaxScheduler, automatically send a message in ChatBot.com to confirm appointment details with the visitor. See details

See all MaxScheduler + ChatBot.com integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create customer records when chat support is handed off” between MaxScheduler and ChatBot.com?

Yes — describe it in the box above and Knit's Integrations Agent researches MaxScheduler and ChatBot.com's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do AI chatbots work with online booking systems?

Integrating ChatBot.com with MaxScheduler allows virtual assistants to engage website leads and immediately book calendar slots or register customer details.

Can a chatbot follow up with users after they book an appointment?

Yes, when a booking is made in MaxScheduler, ChatBot.com can send a follow-up chat message with confirmation details.