Create customer records when chat support is handed off

When a conversation is handed off in Marlie AI, automatically create or update a customer record in Workiz to prepare for their upcoming meeting.

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See all Workiz + Marlie AI 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.

Workiz Explore Workiz →

Triggers

New booking made

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

Booking rescheduled or canceled

Fires when a booking in Workiz is changed or canceled.

New customer

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

Actions

Create a booking

Creates a new booking or appointment in Workiz.

Cancel or reschedule a booking

Cancels or moves a booking in Workiz.

Create or update a customer

Creates or updates a customer record in Workiz.

Add the booking to a calendar

Adds a booking from Workiz to a connected calendar.

Marlie AI Explore Marlie AI →

Triggers

New conversation started

Fires when a new chat or conversation begins in Marlie AI.

Lead captured in chat

Fires when Marlie AI captures a lead during a conversation.

Conversation handed off

Fires when Marlie AI escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Marlie AI.

Generate an answer

Asks Marlie AI a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Marlie AI to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Marlie AI conversation.

Create customer bookings directly from chatbot conversations When a lead is captured in chat by Marlie AI, automatically create a booking in Workiz 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 Workiz, automatically send a message in Marlie AI to confirm appointment details with the visitor. See details

See all Workiz + Marlie AI 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 Workiz and Marlie AI?

Yes — describe it in the box above and Knit's Integrations Agent researches Workiz and Marlie AI'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 Marlie AI with Workiz 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 Workiz, Marlie AI can send a follow-up chat message with confirmation details.