Meetings & booking

Customers book the meeting in the chat.

A Book step in your flow, or the AI sales step, offers times your team has free. The customer taps one, gets an invite by email and a reminder before it. Your team sees every meeting on one Calendar and on the deal.

  • Books through
  • WhatsApp
  • Web chat
  • Calendar
  • Microsoft 365
  • Email invite
The Calendar, week view: a sales manager’s showroom visits and video consults, held, a no-show and booked
Fig. 1 Arjun Nair’s week on the Calendar in Teras Home, our demo workspace: showroom visits and video consults, one visit held, a no-show struck through and the rest booked.

Booking today

The customer is in WhatsApp. The booking link sends them somewhere else.

  • “They never open the link.”

    The chat was going well, then a scheduling page in a browser tab asked for their name and email again.

  • “Two people booked the same slot.”

    The booking tool didn’t know the sales lead had a showroom visit that the shared calendar missed.

  • “No-shows just disappear.”

    Nobody marks them, nobody offers a new time, and the lead goes cold in a spreadsheet.

Book in the chat

Book, move and cancel without leaving the conversation.

Add a Book a meeting step to any flow, or let the AI sales step offer times once it has qualified the lead. The customer taps a time; Axonave writes the confirmation and mails an .ics invite.

  1. Book a meeting and Booking link steps in the flow builder
  2. On WhatsApp and web chat
  3. Move or cancel later, in the same chat
The visual flow builder: a menu, questions that save into the CRM, an AI answer and hand-overs by skill, in three languages

The flow builder’s palette, with Book a meeting and Booking link beside the AI sales step.

Only real times

Only times that are really free, and never booked twice.

Slots come from each person’s hours, their meetings in Axonave and their connected calendar. The AI can’t write a time or say “booked” on its own: it can only offer and take the free slots Axonave gives it.

  1. Each person’s working hours
  2. Busy times from a connected Microsoft 365 calendar
  3. No double booking, even with many customers booking at once
An AI sales chat on WhatsApp: the AI asks about the order, the engine offers free showroom times, the customer taps one and the visit is booked

A real WhatsApp chat in our demo workspace: the server offers free showroom times, the customer taps one, and the confirmation names the time, the host and the place. The customer wrote from a Singapore number, so the times are in Singapore time.

Meeting types

In person or online, each with its own length and hosts.

Set up the meetings you offer, like a showroom visit or a video consult, and each host’s hours. Connect a Microsoft 365 calendar so busy times block slots and booked meetings appear in it.

  1. Meeting types, online or in person
  2. Each person’s hours
  3. Microsoft 365 calendar. Google Calendar is coming.
Settings → Meetings: the Showroom visit type with its reminders, a day and an hour before for the customer, 15 minutes before for the host, and one offer of a new time after a no-show

Settings → Meetings in our demo workspace: a showroom visit in person and a video consult online, and the showroom visit’s drawer with its team, the free time after it, how soon and how far ahead customers can book, and its reminders.

Calendar

One Calendar for the team, in the same app as the chats.

Every meeting the chat books lands on the team’s Calendar, with who booked it and which lead or deal it belongs to. It sits in the app’s top bar beside Tickets and Chat.

  1. The whole team’s meetings in one place
  2. Each one linked to its lead, contact or deal
  3. Online or in person, by meeting type
Leads from live chat and WhatsApp with a score from 0 to 100 and a hot, warm or cold rating

Teras Home’s leads. Calendar is in the same top bar, between Tickets and Chat.

Reminders and no-shows

A reminder before, a second chance after a no-show.

The customer gets a reminder by email, and on WhatsApp inside the 24-hour window or with your template. The host gets one too. Mark the meeting held or no-show; after a no-show the customer is offered a new time once.

  1. Reminders to the customer and the host
  2. Held or no-show, one click
  3. One “book again?” after a no-show
A customer asks on WhatsApp at 11:40 pm, in Bahasa Malaysia, when her sofa will arrive; the after-hours chatbot replies in her language

A Teras Home WhatsApp chat as the customer sees it. Reminders arrive in the same thread.

On the record

Every meeting on the lead, the contact and the deal.

A booked meeting is a row on the customer’s timeline, next to the chat that booked it, their tickets and the deal. Sales opens the record and sees why the customer is coming in.

  1. On the lead, contact and deal timeline
  2. Next to the chat that booked it
  3. Reports → Sales counts booked, held and no-show
One customer record: the WhatsApp chat, the ticket, the reply, the CSAT rating and the new deal on one timeline

Aisyah’s record: the deal, her rating, the ticket and the chat on one timeline. Booked meetings are rows here too.

Connected to everything else in Axonave

The meeting is part of the conversation, not a separate tool.

Booking runs inside the same chatbot, inbox and CRM. Nothing is copied between a scheduling tool and your records.

One customer recordchats · tickets · deals · AI answers

  • Omnichannel InboxWeb chat and WhatsApp
  • Chatbot & Flow BuilderAnswers saved to the CRM
  • AICited answers, hand-over
  • Knowledge Base & Help CentreWhat the AI answers from
  • HelpdeskTickets with SLAs
  • CRMLeads from every chat
  • AI sales agent

    Qualifies the lead, then offers the times.

  • Chatbot & flow builder

    A Book step in any flow, in three languages.

  • WhatsApp

    Booking, reminders and the new time after a no-show, in one thread.

  • CRM

    The meeting on the lead, contact and deal.

See how it connects

One no-show

Missed on Wednesday, back on Saturday.

What happens when a customer doesn’t turn up. The reminder, the outcome and the new offer are Axonave’s; the customer still chooses.

  1. Tue 3:30 pmGary books a showroom visit for Wednesday, 15:30, in the WhatsApp chat.
  2. Wed 2:30 pmA reminder reaches him on WhatsApp, and Arjun gets one too.
  3. Wed 4:15 pmGary doesn’t come in. Arjun marks the meeting as a no-show.
  4. Wed 4:15 pmAxonave offers Gary a new time, once, in the same chat.
  5. Wed 8:02 pmHe taps Saturday, 10:00. The invite goes by email, and the meeting is on his lead.

An example in Teras Home, our demo workspace. The names are its leads; the times are illustrative.

300

customers booking through the chat at once, no double booking

Source: Internal tests, Nov 2026

Where the meeting is the next step

Questions about meetings

How do customers book?

Inside the chat. A Book a meeting step in your flow, or the AI sales step, offers free times; the customer taps one and gets an .ics invite by email. They can move or cancel it in the same chat.

Do we need Calendly or another booking tool?

No. Meeting types, each person’s hours, reminders, no-shows and a Booking link step are built in.

Which calendars does it connect to?

Connect a Microsoft 365 calendar: busy times block slots, and booked meetings are written to it. Google Calendar is coming. Your team also has a Calendar page inside Axonave.

Can two customers book the same slot?

No. A slot is taken once, and what the chat offers follows the same rule as what Axonave accepts. In our internal tests 300 customers booked through the chat at once with no double booking.

Can the AI make up a time?

No. It can only offer and take slots your calendar has free, and Axonave writes the confirmation, not the AI.

What happens after a no-show?

Mark the meeting as a no-show and the customer is offered a new time once, in the same chat.

Which plan includes meetings?

Every plan. Meetings, the Calendar and the flow’s Book step come with the CRM, so Basic has them. The AI sales step needs the AI: Pro, or an AI pack on Basic.

Is there a free trial?

Yes. Try Pro free for 14 days, meetings included. No card needed.

Book a meeting in WhatsApp, on your own phone.

A 30-minute demo: your meeting types, your hours, your calendar. No slides.

We reply within one business day by email or WhatsApp.