AUTOMATION PLAYBOOK

Reservation SMS confirmation

Q: Do I need a developer?

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

Q: Can we change copy and timing?

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

Q: Is this included in setup?

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

Q: 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.

Q: Can the SMS be Polish and English?

Yes — language follows the call or location settings.

Q: What if the SMS gateway fails?

The playbook retries and logs the error; optional team alert.

The guest finishes the call — within seconds they get an SMS with date, time, and party size. Front desk staff copy nothing manually, and the table is already on the calendar with allergy notes.

Automatic table or visit confirmation seconds after the call — no manual texting from reception.

Trigger

Call ended with status “booking OK”

Automated flow

1 SMS with date, time, and party size
2 Google Calendar entry
3 Optional Slack to team

SMSAPI Google Calendar Slack Restaurant Table Reservations Hotel & Guesthouse Booking All automations

SMS template with guest name
Cancel link in message
Retry on gateway error

Enable this playbook

Updated: 2026-06-01

Example scenario

Friday 7:30 PM, patio table for four. The agent collects the number, confirms availability, and ends the call. SMS sends automatically; a short summary appears in Slack for the floor team.

After the call: Reservation SMS confirmation

Manual texts after each booking cost 2–3 minutes × dozens of calls per day. Automation cuts response time and reduces errors during rush hour.

When it runs

The playbook starts automatically when Coldbot tags a call or event as: “Call ended with status “booking OK””. You can narrow filters (location, channel, business hours) without changing the voice script.

✓Call ended with status “booking OK”

What happens automatically

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

✓SMS with date, time, and party size
✓Google Calendar entry
✓Optional Slack to team

What you configure

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

✓SMS template with guest name
✓Cancel link in message
✓Retry on gateway error

Recommended integrations

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

✓SMSAPI
✓Google Calendar
✓Slack

Works with voice templates

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

✓Restaurant Table Reservations
✓Hotel & Guesthouse Booking

Onboarding checklist

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

✓Map disposition tags from your voice script
✓Connect integrations (OAuth or API keys)
✓Test SMS/e-mail copy on a sandbox number
✓Dry-run on 3 sample calls before go-live
✓Enable monitoring webhook + weekly report

What teams measure

Typical KPIs after 30 days on this playbook:

✓< 30 s from call end to SMS
✓0 manual steps on a standard booking
✓Fewer “do we really have the table?” calls

Zapier / Make recipe

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

✓Trigger: call.completed or calendar.event
✓Filter by disposition / tag
✓Branches: SMS, CRM update, Slack, payment link

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.

Can the SMS be Polish and English?

Yes — language follows the call or location settings.

What if the SMS gateway fails?

The playbook retries and logs the error; optional team alert.

Go deeper

Templates and integrations

Deploy-ready voice scripts and connectors for CRM, calendars, and custom API.

Voice agent templates

Industry scripts with qualification flows, objection handling, and meeting booking—ready after you wire up your stack.

Browse templates

Integrations

CRM, calendars, communication channels, and custom connectors—so every conversation lands where your team already works.

Browse integrations

This playbook

Enable Reservation SMS confirmation

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