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Automated scheduling

Published on the November 13, 2024 in IT & Programming

About this project

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The goal of this new module, to be integrated into the existing system, is to add an automated scheduling function through WhatsApp.

In this process, the client initiates scheduling by sending a message to the chatbot. From there, the system guides them in selecting the desired service, choosing a professional, and setting an available date and time for the appointment. Once confirmed, the appointment is automatically recorded in the CRM, accessible to operators and professionals who can view, edit, reschedule, or cancel as needed.

Automatic notifications keep clients informed about appointment confirmations, changes, or reminders before the appointment. Additionally, professionals have access to a dedicated panel for independently managing their schedules.

This feature was designed to optimize customer service by automating the scheduling process, increasing operational efficiency, and enhancing the client experience.

Project overview

Scope of Existing System User Features WhatsApp CRM: A CRM system dedicated to WhatsApp interactions. Ticket Management: Management of customer requests and issues. Chat Management: Organization and control of chats within the system. Online Chat on WhatsApp (Cloud API): Integration with API for real-time communication. Chat Message Tracking: Control over the status of sent messages (delivered, read, failed). Automated Chatbot: Automated customer service through a chatbot. Drag & Drop Chatbot Builder: Interface to create conversational flows intuitively. Mass Broadcasting on WhatsApp: Send messages to multiple contacts at once. Broadcast Tracking: Monitor reach and status of broadcasts. Contact Catalog Management: Organize and manage customer contacts. Data-Rich Dashboard: View metrics and performance data. API Access: Ability to integrate with external APIs. Interactive Design: Intuitive and dynamic interface for users. Agent Management: Control over users with specific roles (agents). Dynamic Chat Widget: Adaptable chat window for the website. Other Miscellaneous Features Agent Features WhatsApp CRM: Access to information and history of customer interactions. Task Management: Organize and control tasks assigned to agents. Chat Management: Tools to follow and organize conversations. Admin Features Ready for SaaS: Platform developed for multiple clients (SaaS). Informative Dashboard: Dashboard with relevant data and statistics. User Management: Control access and permissions for users. Plan Management: Administration of plans and packages offered to users. Automatic Login: Facilitates system access. Order Tracking: Monitor customer orders and requests. Dynamic Frontend Pages: Create and manage customized pages. Dynamic Testimonial Section: Display client feedback. Dynamic FAQ Section: Provide quick answers to common questions. Complete Web System Translation: System available in multiple languages. App Configuration: System customization tools. Other Miscellaneous Features Requirements Shared hosting with Node.js support or VPS (recommended). MySQL database. Domain or subdomain for system access. Automated Scheduling via WhatsApp Starting Scheduling via WhatsApp Conversation Trigger: The chatbot is activated with a specific message (e.g., "Schedule an appointment"). Personalized Reception and Information Collection: Chatbot collects basic data if the client is not registered. Service Selection List of Available Services: Chatbot displays options like Physical Therapy or Psychology with interactive buttons. Choice Validation: Confirm service before proceeding. Professional Selection Display of Available Professionals: List of professionals based on the service chosen. Details View and Selection Confirmation: Detailed options with selection confirmation. Date and Time Selection Calendar and Available Slots: Shows available dates and times. Automatic Time Zone: Adjust times based on the client’s location. Time Selection and Confirmation: Client selects and confirms the time. Confirmation and Adjustments Scheduling Summary and Final Confirmation: Shows appointment details for confirmation. Adjustment Options: Allows changes before the final confirmation. Scheduling Record in CRM: Automatic registration in the system's calendar. CRM Agenda Management Full View Panel: Interactive calendar with daily, weekly, and monthly views. Details and Management Functions: Operators can edit, reschedule, and cancel appointments. Change Notifications: Clients receive notifications of any changes. Automatic Notifications Appointment Confirmation and Reminders: Confirmation message upon scheduling, and a reminder 30 minutes before. Reminder Interaction and Operator Alert: Clients confirm presence with a button, and operators are notified if there’s no response. Professional Control Panel Panel Access and Agenda View: Professionals have secure access to their schedule and appointment history. Appointment Cancellation: Allowed to cancel their own appointments. Clinic Number Interaction: System identifies the professional and offers specific menu options. Complementary and Technical Features Official WhatsApp API Integration: Essential for all automated interactions. Customer and Professional Notifications: Automatic updates to clients and professionals on appointment status. Authentication and Security: Access control based on specific permission levels for operators, professionals, and clients. Reports Dashboard: Analytics tools to generate detailed appointment and usage reports. Technical Requirements NodeJS as the backend. CSS access for styling. Built Version ReactJS

Category IT & Programming
Subcategory Web development
What is the scope of the project? Medium-sized change
Is this a project or a position? Project
I currently have I have specifications
Required availability As needed
API Integrations Other (Other APIs)
Roles needed Developer

Delivery term: Not specified

Skills needed

JavaScript MySQL API Node.js React.js PostgresSQL

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