Build a Booking Assistant

New to Invent? Start with Your First Assistant to learn the fundamentals before diving into this advanced tutorial.

In this tutorial, you will build a complete AI assistant for a wellness studio that handles bookings, payments, and customer support. By the end, you will understand how Knowledge, Actions, Channels, and Memory work together in a real-world scenario.

What We’re Building

Sunrise Yoga Studio needs an AI assistant that works 24/7 on WhatsApp. When customers message at 11 PM asking to book a class, the assistant will:

Answer questions about classes, pricing, and schedules
Check real-time availability in Google Sheets
Book them into a class
Send a Google Calendar invite
Process payment via Stripe
Verify payment completion
Email a confirmation receipt

All in one conversation. No human involved.

Curious what the final result looks like? Jump to See It in Action to watch a complete customer conversation, then come back to learn how to build it step-by-step.

The Business Setup

Sunrise Yoga offers three packages:

Package	Price	Classes	Notes
Drop-In	$25	1 class	Perfect for trying us out
Starter Pack	$90	5 classes	Valid for 30 days
Unlimited	$150/month	Unlimited	Best value for regulars

Each class has a maximum of 15 participants. The studio offers:

Morning Flow: Mon/Wed/Fri at 7 AM
Power Yoga: Tue/Thu at 6 PM
Gentle Stretch: Sat at 9 AM

Step 1: Create the Assistant

From your dashboard, click Assistants in the sidebar, then click the Create Assistant button.

A dialog appears asking for:

Name: Enter “Sunrise Yoga Concierge”
Assistant Template: Customer Service is preselected. Pick Custom, since we will write our own instructions

Click Create Assistant. A Connect Sunrise Yoga Concierge where people already message you step appears, listing the Web Widget and the channels you have not connected yet. Click Finish later: we connect WhatsApp in Step 5. You’re taken to your new assistant’s page.

Step 2: Configure Assistant Settings

You’ll see several tabs: Settings, Knowledge, Actions, and Channels. The Web Widget tab shows up once you switch the widget on. Let’s start with Settings. At the top of the page, the avatar and name are edited in place: click the avatar to upload your studio’s logo, and click the name to rename it. Both appear in conversations. The pill under the name shows the AI model. Leave it on Auto to let Invent choose the best model for each response. The same setting is a row in the Model & Timezone card near the bottom of Settings.

Instructions

Instructions define your assistant’s behavior, personality, and rules. This is where you tell the assistant how to act, not what information it knows (that goes in Knowledge). The Templates button in the footer of the Instructions card drops in a template’s text (it replaces what is in the box). Let’s write custom instructions instead:

You are the friendly concierge for Sunrise Yoga Studio.

## Your Personality
- Warm, welcoming, and knowledgeable about yoga
- Patient with beginners (many customers are new to yoga)
- Enthusiastic but not pushy about bookings

## Your Responsibilities
1. Answer questions about classes, schedules, and pricing
2. Help customers book classes and manage reservations
3. Process payments and send confirmation receipts
4. Handle cancellations and rescheduling requests

## What to Remember

Remember important details about each customer for personalized service:
- Their name and contact information (email, phone)
- Which classes they've attended and when
- Their favorite instructors or class preferences
- Package type and remaining credits
- Any special needs or preferences they mention

Use this information to make returning customers feel recognized and provide tailored recommendations.

## Important Rules
- Always check availability before confirming a booking
- Confirm all details (class, date, time, package) before processing payment
- After sending a payment link, wait for the customer to confirm they've paid, then verify the payment before completing the booking
- If a class is full, suggest alternatives
- If you're unsure about something, offer to connect with a human team member

Notice we’re defining behavior, not listing class schedules or prices. That information belongs in Knowledge, where it’s easier to update and the assistant can search through it more effectively.

Capabilities

Memories: Turn this on. This lets your assistant remember customer names, preferences, and past bookings across all conversations. Spam Protection: Turn this on. Automatically blocks contacts showing suspicious behavior. The AI Routing card sits right below Instructions. Make sure the switch in its header is on. When the assistant encounters complex issues, it can hand off to your team.

Step 3: Add Knowledge

Knowledge teaches your assistant factual information about your business. Click the Knowledge tab.

Adding Studio Information

Under the Knowledge access row, a strip lets you drop files, Add text, or Add website. The buttons open the Add Knowledge dialog, which has three tabs:

File: Upload PDF, Word, or text files (up to 50 MB each)
Text: Add content directly
Website: Paste a URL to crawl your website

Adding a Text Knowledge Item

Click Add text and enter your studio information:

# Sunrise Yoga Studio

## Class Packages & Pricing
- Drop-In: $25 for 1 class (great for first-timers)
- Starter Pack: $90 for 5 classes (valid 30 days)
- Unlimited: $150/month for unlimited classes

## Class Schedule
- Morning Flow: Mon/Wed/Fri at 7 AM (60 min)
- Power Yoga: Tue/Thu at 6 PM (75 min)
- Gentle Stretch: Sat at 9 AM (60 min)

Each class has maximum 15 participants.

## Class Details

### Morning Flow (Mon/Wed/Fri, 7:00 AM)
Energizing vinyasa-style class to start your day. Suitable for all levels.
Instructor: Sarah Chen (10 years experience, RYT-500 certified)
What to bring: Yoga mat (rentals available for $3)
Arrive: 10 minutes early to settle in

### Power Yoga (Tue/Thu, 6:00 PM)
Challenging, athletic practice that builds strength and stamina.
Instructor: Marcus Williams (Former athlete, specializes in strength-building)
Best for: Intermediate to advanced practitioners
Note: Beginners welcome but expect a workout!

### Gentle Stretch (Sat, 9:00 AM)
Slow, relaxing practice focused on flexibility and stress relief.
Instructor: Linda Park (Specializes in therapeutic yoga)
Perfect for: Beginners, seniors, those recovering from injury

## Studio Policies
- Cancellations must be made 4 hours before class
- Late arrivals (more than 10 minutes) cannot enter
- Class credits expire 30 days from purchase (Starter Pack)
- No refunds, but credits can be transferred to another person
- First class is always 50% off for new students!

## Location & Parking
123 Wellness Way, Downtown
Free 2-hour parking in the building garage
Studio is on the 3rd floor

Click Add Content. The status shows “Processing” then “Processed” when ready.

Step 4: Connect Actions

Actions let your assistant actually do things, not just talk about them. Click the Actions tab.

Click Add Action to see all available integrations.

You’ll see two sections:

Common: Web Search, HTTP Request, Web Scraping, Call Workflow, Call MCP Tool
Integrations: Google Calendar, Google Sheets, Stripe, Gmail, Slack, and many more

For our yoga studio, we need:

Google Sheets: Track bookings (the assistant uses Knowledge for class details)
Google Calendar: Send calendar invites
Stripe: Create checkout links and verify payments
Gmail: Send confirmation emails

Bookings Spreadsheet SetupCreate a spreadsheet with columns: Customer Name, Email, Phone, Class Name, Date, Time, Package Type, Payment Status.

Customer Name	Email	Phone	Class Name	Date	Time	Package Type	Payment Status
Emma Johnson	emma@email.com	555-0101	Gentle Stretch	Jan 18, 2026	9:00 AM	Drop-In	Paid
Mike Chen	mike@email.com	555-0102	Gentle Stretch	Jan 18, 2026	9:00 AM	Starter Pack	Paid

The assistant gets class details (times, instructors, max capacity of 15) from Knowledge, then counts bookings in this spreadsheet to calculate availability.

Action 1: Check Bookings

Click Google Sheets in the integrations list.

You’ll see these actions:

Append Row to Spreadsheet: Add data to a sheet
Search in Spreadsheet: Find data in a sheet
Etc.

Click Search in Spreadsheet.

Action Name: “Check Bookings” When To Use:

Search bookings to check how many people are booked for a class. Compare against max capacity from Knowledge to determine availability.

Connection: Click the dropdown. If you haven’t connected Google Sheets yet, click “Connect Google Sheets” and authorize access. Once connected, select your Google account.

Spreadsheet: Select your bookings spreadsheet. Sheet: Select the sheet tab (e.g., “Sheet1”). Search Range: Enter the cell range, like A:Z for entire columns. Search Term: Leave as AI Controlled Field. The assistant automatically determines the class name and date from the conversation.

How Availability WorksWhen a customer asks to book Saturday’s Gentle Stretch:

Assistant knows from Knowledge: Max capacity = 15, Time = 9 AM, Instructor = Linda
Assistant searches Bookings spreadsheet for “Gentle Stretch” + “Jan 18”
Finds 2 existing bookings → calculates 13 spots available
Responds: “Gentle Stretch on Saturday at 9 AM has spots available!”

If 15 bookings exist, the assistant suggests alternatives per your instructions.

Understanding Auto vs Manual FieldsEach field has a menu button (⋮) on the right. Click it to switch between:

Auto: The AI determines the value from conversation context.
Manual: You enter a fixed value that never changes.

For Search Term, Auto makes sense since it depends on what class the customer asks about.

Click Add Action.

Action 2: Record Booking

Click Add Action → Google Sheets → Append Row to Spreadsheet.

Action Name: “Record Booking” When To Use:

After payment is verified, add the booking to the spreadsheet.

Connection: Select your connected Google account. Spreadsheet: Select your bookings spreadsheet (e.g., “Bookings”). Sheet (Optional): Select the sheet tab (e.g., “Sheet1”). If your spreadsheet only has one sheet, you can leave this empty.

Your spreadsheet’s first row must contain column headers. The action reads these headers to generate the Row Values fields below.

Row Values: Once you select a spreadsheet and sheet, the form automatically displays fields for each column header. For our bookings spreadsheet, you’ll see:

Customer Name: AI Controlled Field
Email: AI Controlled Field
Phone: AI Controlled Field
Class Name: AI Controlled Field
Date: AI Controlled Field
Time: AI Controlled Field
Package Type: AI Controlled Field
Payment Status: AI Controlled Field

Leave all fields as “AI Controlled Field”. The assistant automatically extracts each value from the conversation context, customer details they provided, the class they booked, and the payment status after verification. Click Add Action.

Action 3: Create Calendar Event

Click Add Action → Google Calendar.

Google Calendar offers several actions (Search Events, Get Event, Update Event, Delete Event, etc.). For this tutorial, click Create Event.

Action Name: “Send Class Calendar Invite” When To Use:

Use after payment is verified. Send a calendar invite to the customer with class details, date, time, and studio location.

Connection: Connect your Google Calendar account. The fields stay as Auto:

Event Title: AI generates something like “Morning Flow at Sunrise Yoga”
Description: AI includes class details, instructor, what to bring
Start Date / End Date: AI extracts from the booked class
Attendees Email: Customer’s email from conversation
Location: Can be set to Manual with your studio address

For Visibility, Reminder Method, and Reminder Time, you might want Manual values:

Visibility: “Default”
Reminder Method: “Email and In-app Notification”
Reminder Time: “30 minutes”

Click Add Action.

Action 4: Create Checkout Link

Click Add Action → Stripe.

Stripe offers many actions including customer management, subscriptions, invoices, and payment links. For this tutorial, we need:

Create Checkout Link: A single-use link for one or more products
Get Checkout Session: Check whether that link was paid

Stripe also offers Create Payment Link, a permanent link you can reuse. It cannot tell you whether a customer paid, so for bookings use a checkout link.

Click Create Checkout Link. It is added to your assistant right away. Close the dialog, then click the action in the list to configure it.

Action Name: “Create Checkout Link” When To Use:

Use when a customer confirms they want to book and is ready to pay. Create one checkout link with everything they are buying.

Connection: Click “Connect Stripe” and authorize your Stripe account. Mode: Leave as Auto. The assistant picks One-time Payment for single classes and Subscription for the Unlimited package. When the customer pays and comes back from Stripe, the conversation gets a payment event and the assistant confirms the payment on its own. Price and Items: Leave both as Auto. For one product the assistant fills Price. For several products it fills Items with one row per product and its quantity, and Stripe puts them into one link with one total:

Drop-In → $25
Starter Pack → $90
Unlimited → $150/month (subscription)

You must create corresponding products and prices in your Stripe account that match your packages. The assistant picks from those prices when it builds the link. For recurring packages like Unlimited ($150/month), set up a subscription price in Stripe.

Click Update Action.

Action 5: Verify Payment

This is critical. When a customer says “I’ve paid”, the assistant needs to verify the payment actually completed. Click Add Action → Stripe → Get Checkout Session, then click the new action in the list to configure it.

Action Name: “Verify Payment Status” When To Use:

Use when a customer says they have completed payment. Check that the checkout session is paid before confirming the booking.

Connection: Select your Stripe connection. Checkout Session ID: Leave as Auto. The assistant uses the ID from the earlier “Create Checkout Link” action. Click Update Action.

Action 6: Send Confirmation Email

Click Add Action → Gmail → Send Email.

Action Name: “Send Booking Confirmation” When To Use:

Use after payment is verified. Send confirmation email with booking details, what to bring, studio address, and cancellation policy.

Connection: Connect your Gmail account. From Email: Shows after connecting. This is the email that sends confirmations. To Email: Auto. Customer’s email from conversation. Subject: Auto. Something like “Your Sunrise Yoga Class is Confirmed” Body: Auto. Full confirmation with all details. CC / BCC / Attachments: Optional fields, leave empty or set as needed. Click Add Action. Your Actions tab now shows 6 configured actions, grouped by app:

Each action has a toggle to enable/disable it without losing configuration.

Step 5: Connect WhatsApp

Your assistant needs a channel to communicate. Click the Channels tab.

Available channels include WhatsApp Business, Instagram, Messenger, TikTok, Telegram, Slack, Microsoft Teams, Gmail, Outlook, SMS and the Web Widget. Click Connect next to WhatsApp.

Follow the setup:

Connect your Meta Business account
Select or create a WhatsApp Business phone number
Verify your business
Configure message templates (optional)

Step 6: Test in the Playground

Before going live, test everything. On the right side of the assistant page, you’ll see the Test Assistant panel. Click Create Conversation and try a booking flow. Verify that actions trigger at the right moments and responses use your Knowledge correctly.

Step 7: Go Live

Once testing is complete:

Enable the WhatsApp channel using the toggle
Share your WhatsApp number with customers
Monitor the Inbox for conversations

Click Inbox in the sidebar to see all conversations. Use filters like Unresolved to focus on what needs attention. To track conversations the AI transferred, watch the Waiting for Human stat on your Dashboard.

See It in Action

Here’s what a real customer journey looks like. This shows Knowledge, Actions, and Memory working together across multiple conversations.

First Booking (Saturday evening)

Sarah: Hi! I saw your studio on Instagram. Do you have beginner-friendly classes?

Assistant: Hi! Yes, we have several options perfect for beginners. Our Gentle Stretch class on Saturdays at 9 AM is ideal. It’s a slow, relaxing practice focused on flexibility, taught by Linda who specializes in working with newcomers. Morning Flow (Mon/Wed/Fri at 7 AM) is also suitable for all levels. Would you like to know more about either?

Sarah: The Saturday one sounds good. How much is it?

Assistant: Great choice! We have three package options:

Drop-In: $25 for a single class (perfect for trying us out)

Starter Pack: $90 for 5 classes (valid 30 days)

Unlimited: $150/month for unlimited classes

For your first class, we also offer 50% off! Would you like to book this Saturday’s Gentle Stretch?

Sarah: Yes! I’ll do the drop-in. My name is Sarah, email is sarah.miller@email.com

Assistant: Perfect, Sarah! Let me check availability for this Saturday’s Gentle Stretch at 9 AM.

Good news, there are spots available! With the first-timer discount, your Drop-In is $12.50. Here’s your payment link:

https://pay.stripe.com/abc123

Once you’ve completed payment, I’ll send your confirmation and calendar invite.

Sarah: Done!

Assistant: Payment confirmed! You’re all set for Gentle Stretch this Saturday at 9 AM.

I’ve sent a calendar invite and confirmation email to sarah.miller@email.com. A few things to know:

Arrive 10 minutes early to settle in

Yoga mats available to rent for $3, or bring your own

We’re at 123 Wellness Way, Downtown (free parking in the building garage)

See you Saturday, Sarah!

What happened: The assistant answered using Knowledge, checked real-time availability, processed payment, verified it, recorded the booking, sent a calendar invite, and emailed confirmation. All automatically.

Returning Customer (Two weeks later)

Sarah: Hey!

Assistant: Hi Sarah! How was Gentle Stretch with Linda? Ready to book another class?

Sarah: It was great! Linda was so patient. I want to come regularly now. What’s the best deal?

Assistant: So glad you enjoyed it! For regular attendance, the Unlimited plan at 150 usd/month is the best value. You can attend as many classes as you want. If you’re not sure about committing monthly, the Starter Pack gives you 5 classes for $90, valid for 30 days.

Based on Gentle Stretch being Saturdays only, the Starter Pack would cover 4-5 weeks of classes. But if you want to add Morning Flow or try Power Yoga too, Unlimited pays for itself at just 6 classes per month.

Sarah: Let’s do the starter pack for now

Assistant: Great choice! Here’s your payment link for the Starter Pack, 5 classes for $90:

https://pay.stripe.com/xyz789

Sarah: Paid! And can you book me for this Saturday?

Assistant: Perfect! Your Starter Pack is active. 5 classes valid through February 10th.

This Saturday’s Gentle Stretch at 9 AM has space. I’ve booked you in!

Calendar invite sent. 4 classes remaining on your Starter Pack. See you Saturday, Sarah!

What happened: The assistant remembered Sarah’s name, her previous class, and her instructor preference. It gave personalized package advice based on her attendance pattern.

Key Concepts

Concept	What It Does
Instructions	Define assistant behavior and personality
Knowledge	Store factual information (schedules, prices, policies)
Actions	Let the assistant perform real tasks
Auto Fields	AI determines values from conversation
Manual Fields	Fixed values that never change
When To Use	Guides when actions should trigger
Memory	Remembers customers across conversations
Channels	Where customers reach your assistant

FAQ

What if a class is full?

The assistant counts 15 bookings in the spreadsheet (matching max capacity from Knowledge) and tells the customer the class is full. Your instructions tell it to suggest alternatives.

Can I change prices?

Update prices in your Knowledge text. The assistant reads Knowledge fresh for each conversation.

What if someone wants a refund?

Your Knowledge states the refund policy. For exceptions, AI Routing hands complex requests to your team.

How do I add a new class?

Update your Knowledge with the new class details (name, time, instructor, max capacity). The assistant picks up changes immediately.

What if payment verification fails?

If the checkout hasn’t been paid, the assistant will let the customer know and can send a new checkout link or help troubleshoot.

Bonus: Adding Rescheduling

Want to let customers reschedule their bookings? Add two more actions: Google Calendar → Update Event

Action Name: “Reschedule Class”
When To Use: “Use when a customer wants to reschedule an existing booking to a new date/time.”

Google Sheets → Update Row in Spreadsheet

Action Name: “Update Booking Record”
When To Use: “Use after rescheduling to update the booking date in the spreadsheet.”

With these actions, your assistant handles rescheduling automatically:

Sarah: Hey, something came up Saturday. Can I reschedule?

Assistant: Hi Sarah! Of course. Your Gentle Stretch is this Saturday at 9 AM. When would you like to move it to?

Sarah: Next Saturday

Assistant: Done! I’ve moved your booking to next Saturday, January 18th at 9 AM. Your calendar invite is updated. See you then!

Tutorials

Best Practices

Build a Booking Assistant

What We’re Building

The Business Setup

Step 1: Create the Assistant

Step 2: Configure Assistant Settings

Instructions

Capabilities

Step 3: Add Knowledge

Adding Studio Information

Adding a Text Knowledge Item

Step 4: Connect Actions

Action 1: Check Bookings

Action 2: Record Booking

Action 3: Create Calendar Event

Action 4: Create Checkout Link

Action 5: Verify Payment

Action 6: Send Confirmation Email

Step 5: Connect WhatsApp

Step 6: Test in the Playground

Step 7: Go Live

See It in Action

First Booking (Saturday evening)

Returning Customer (Two weeks later)

Key Concepts

FAQ

Bonus: Adding Rescheduling

​What We’re Building

​The Business Setup

​Step 1: Create the Assistant

​Step 2: Configure Assistant Settings

​Instructions

​Capabilities

​Step 3: Add Knowledge

​Adding Studio Information

​Adding a Text Knowledge Item

​Step 4: Connect Actions

​Action 1: Check Bookings

​Action 2: Record Booking

​Action 3: Create Calendar Event

​Action 4: Create Checkout Link

​Action 5: Verify Payment

​Action 6: Send Confirmation Email

​Step 5: Connect WhatsApp

​Step 6: Test in the Playground

​Step 7: Go Live

​See It in Action

​First Booking (Saturday evening)

​Returning Customer (Two weeks later)

​Key Concepts

​FAQ

​Bonus: Adding Rescheduling

What We’re Building

The Business Setup

Step 1: Create the Assistant

Step 2: Configure Assistant Settings

Instructions

Capabilities

Step 3: Add Knowledge

Adding Studio Information

Adding a Text Knowledge Item

Step 4: Connect Actions

Action 1: Check Bookings

Action 2: Record Booking

Action 3: Create Calendar Event

Action 4: Create Checkout Link

Action 5: Verify Payment

Action 6: Send Confirmation Email

Step 5: Connect WhatsApp

Step 6: Test in the Playground

Step 7: Go Live

See It in Action

First Booking (Saturday evening)

Returning Customer (Two weeks later)

Key Concepts

FAQ

Bonus: Adding Rescheduling