Agent tools

Install the app and connect a branch in the same project. Add the required YCLIENTS tools in the agent settings. There are eight tools; enable only the actions your scenario needs.

Available actions

Tool	Purpose
yclients_list_services	Retrieve branch services and their IDs to offer real options.
yclients_list_staff	Retrieve staff and their IDs.
yclients_find_days	Find the nearest available days for selected services and a staff member.
yclients_find_slots	Find available times on a specific date.
yclients_create_booking	Create an appointment with selected services, staff, time, and the customer's name and phone number.
yclients_get_booking	Read the current appointment state by record_id.
yclients_reschedule_booking	Update an existing appointment by record_id, for example to change its time.
yclients_cancel_booking	Cancel a specific appointment by record_id.

Booking sequence

1. Retrieve services and staff. Use IDs returned by the tools, never invented values.
2. Clarify the service and staff member. If no date is preferred, offer nearby days using yclients_find_days.
3. Retrieve times for the selected day using yclients_find_slots. Offer only returned times, respecting the branch timezone.
4. Collect the name and phone number. Summarize the service, staff member, date, and time; obtain explicit consent.
5. Create the appointment. Announce success only after a successful response and retain record_id for subsequent management.

Day searches cover 14 days by default; the range can be set from 1 to 31 days. No options within that range does not mean booking is impossible altogether.

What to put in the agent instruction

Describe conversation rules and the sequence of actions. Do not copy JSON formats or technical invocation wrappers into the instruction: the tool schema already describes its parameters.

Example instruction fragment:

Help customers book services at our branch. First clarify the service and staff member. If the customer has no date in mind, offer the nearest available days, then times. Use only YCLIENTS results. Before creating, rescheduling, or cancelling, summarize the details and ask for confirmation. Do not announce a booking until the tool confirms success. If no options are available, offer another day or staff member; do not present a technical error as a lack of availability.

Rescheduling, cancellation, and retries

Reading, rescheduling, and cancelling require an exact record_id. There is no separate tool to list all customer appointments by name or phone number. If the ID is unknown, ask for it or refer the request to an administrator; do not guess.

Before rescheduling, read the appointment, find a new available time, and obtain consent. Before cancelling, verify the intended appointment and the customer's authority to manage it. Possessing an ID alone does not establish customer identity.

After a creation timeout, do not blindly create another appointment: the outcome may still be unknown. Check the appointment if its ID is available, or ask an administrator to check the YCLIENTS calendar. Protection against repeated delivery of the same event does not replace checking before a new independent call.