AUTOMATION PLAYBOOK

Escalation: fully booked

When no table is free, the guest does not hear “call back later” — they get 2–3 alternatives or waitlist signup, and the manager sees a Slack alert.

When the agent cannot book a table, the guest gets a clear next step and staff see an alert in their channel.

Trigger

Reservation declined — no tables free at requested time

Automated flow

  1. 1 SMS with alternate times or waitlist offer
  2. 2 Slack/Telegram to floor manager
  3. 3 Optional email with online booking link
Enable this playbook

Example scenario

A couple asks for 7 PM Saturday — fully booked. SMS offers 5:30 PM or 9:15 PM; channel #floor gets a note to prioritize a party of six on Sunday.

After the call: Escalation: fully booked

A declined booking without follow-up loses the guest forever. Escalation turns “no” into “maybe another time” with concrete options.

When it runs

The playbook starts automatically when Coldbot tags a call or event as: “Reservation declined — no tables free at requested time”. You can narrow filters (location, channel, business hours) without changing the voice script.

What happens automatically

Each step runs in sequence (or in parallel where noted). No copy-paste between voice AI, SMS gateway, and CRM.

What you configure

Tunable during onboarding — copy, thresholds, and channel priority:

Recommended integrations

Native connectors or Zapier/Make/webhooks. Status “coming soon” means we enable it on request during rollout.

Works with voice templates

Deploy these agent scripts together with the playbook — same disposition tags power both sides:

Onboarding checklist

We configure this playbook during Coldbot setup — usually in one working session:

Zapier / Make recipe

We export a starter automation: Coldbot webhook → your stack. Field mapping is done in onboarding.

FAQ

Frequently asked questions

Do I need a developer?

Not for standard stacks (SMSAPI, Google Calendar, HubSpot, Slack). Custom webhooks usually need about one hour of IT time.

Can we change copy and timing?

Yes — triggers, filters, SMS templates, and quiet hours are fully configurable in the dashboard or with our team.

Is this included in setup?

One playbook is configured during onboarding; additional playbooks are added per package or integration bundle.

How do we test before go-live?

Sandbox numbers, test calls, and a dry-run checklist — we do not enable production SMS until you approve samples.

Where do alternate times come from?

From free slots in Google Calendar by rules (e.g. ±90 min).