Sales & Lead Management
Book appointments and orders via chat, auto-confirm, smart reminders.
Liona enables customers to book appointments or order products directly via WhatsApp or web chat. Chat AI confirms automatically, Workflow sends reminders before appointments, and CRM integrates with calendars for tracking.
Built on LionaCX →
All use casesThe problem
Manual booking slow, high no-shows, inconsistent reminders.
- Manual booking via phone or WhatsApp is slow and error-prone.
- High no-shows due to inconsistent or missing reminders.
- No calendar integration, double bookings often occur.
- Bookings outside working hours can't be done, customers are lost.
How it works
- 1
Customer books via chat
Customers book appointments or order products via WhatsApp or web chat 24/7.
- 2
AI auto-confirms
Chat AI checks real-time schedule availability, confirms booking, sends details.
- 3
Automatic reminder
Workflow sends WhatsApp reminders 24 hours and 1 hour before the appointment.
- 4
Appointment/order completed
CRM tracks status, updates after appointment completion, follows up for customer feedback.
Questions
Can this system integrate with Google Calendar or Outlook?
Yes, Liona can integrate with Google Calendar, Outlook, and other popular calendars. Available slots are synced in real-time to prevent double bookings.
What if the customer needs to reschedule?
Customers can reschedule via WhatsApp by mentioning the booking ID. Chat AI will check new slot availability and confirm the reschedule automatically. Reminders will be resent for the new schedule.