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ChatRex and YCLIENTS: booking directly in the conversation

The AI bot advises on services and employees, checks resources and schedules, and helps complete an appointment in YCLIENTS. The client chooses the time directly in the conversation

  • Responds using your scenario
  • Stores customer data
  • Transfers the context

How ChatRex works with YCLIENTS

ChatRexonline · selection of services
Today
I want to make an appointment for coloring on Friday after work10:24
Check your hair length and whether you need a specific hairdresser10:24✓✓
Up to the shoulders, the master is unimportant. After 18:0010:25
I check the appropriate service, employees and free time10:25✓✓
Action completed in YCLIENTSService, employee and recording parameters selected
Scenario 01

Specifies the service and the technician

ChatRex receives services, employees and resources from YCLIENTS and selects an option based on the client’s request

Data from the schedule

Services, employees, resources and free time are taken from the connected YCLIENTS

Recording in one conversation

The bot sequentially collects everything it needs before performing the action

Only available options

The client chooses a time taking into account the current schedule and occupied resources

How ChatRex integrates with YCLIENTS

What happens to each request, why it matters to the business, and where the team saves time

Data from the schedule

Services, employees, resources and free time are taken from the connected YCLIENTS

Recording in one conversation

The bot sequentially collects everything it needs before performing the action

Only available options

The client chooses a time taking into account the current schedule and occupied resources

Confirmed parameters

Service, employee, date, time and contact are verified before booking

Resources are involved in the selection

The scenario takes into account not only the employee, but also the availability of the required resource

The script can be limited

The bot only works with selected services, branches and registration rules

Where teams use this integration

Practical scenarios with a clear handoff and an observable result for the team.

Beauty salon

Recording after working hours

The client chooses a specialist and a time without waiting for an administrator

Medical center

Selection of service and specialist

Before booking, the service, employee and required data are clarified

Branch network

Record at a convenient location

The bot uses the selected branch's schedule and available resources

We will show the ChatRex entry in your YCLIENTS

Let's set up a test service, select a free slot and check the record with real required fields.

How to launch the integration

1

Connecting YCLIENTS

We check access to services, employees, resources and schedules

2

Setting up the recording dialog

We define mandatory questions and confirmation procedures

3

Going through a test recording

We check the selected slot, client data and the result in YCLIENTS

How ChatRex compares with other solutions

Criterion
ChatRex
Other solutions
First answer
Immediately in the connected channel
After the administrator's response
Schedule
Checked during conversation
Specified manually
Recording options
Collected before registration
To be confirmed by several messages
Registration
After client confirmation
Administrator transfers data