AI Customer Support & Consultation Scheduler
template link: https://agenticflow.ai/app/marketplace/items/01KG7AZBBYBQ28Y0H9TBG4P0S0
👉 Goal
Build an AI Chatbot Agent that can:
Answer all customer questions based on information available on your website
Support appointment booking when customers proactively request it OR when the chatbot cannot answer a question (because the information is not on the website)
Save lead information to Google Sheets
Send email notifications when new leads come in
The entire process is handled within a single agent experience, ensuring:
Fast and accurate responses
No missed potential customers
Real-time notifications for sales/customer service teams
⚙️ Overall Process
(Start) ↓
Step 1: Create Agent from Website (One-Click) ↓
Step 2: Review & Test Basic Agent ↓
Step 3: Prepare Google Sheets for Lead Storage ↓
Step 4: Use ISHI to Create Appointment Booking Workflow ↓
Step 5: Connect Workflow to Agent ↓
Step 6: Test the Complete System ↓
Step 7: Publish & Embed on Website ↓
(Finish)
🧰 Required Tools
Agentic Flow Platform
Agentic Flow account (agenticflow.ai)
Access to Marketplace
MCP Connections (Model Context Protocol)
Google Sheets MCP - For storing lead data
Email MCP - For sending notifications
Agentic Flow Document MCP - For ISHI to work properly
ISHI
Application running on local machine
Connected to AI providers (Pixel ML, Agentic Flow API, or other providers)
Additional Resources
Your business website (for chatbot to retrieve information)
Google Sheets file for lead storage
Email address for notifications
📝 HOW TO USE
Step 1: Create Agent from Website (One-Click)
What you need to do
Go to agenticflow.ai → Marketplace → Use the one-click feature to create a chatbot agent.
Process
Log in to Agentic Flow
Go to Marketplace section
Select chatbot agent template
Enter your website URL
Within 15 seconds, the system will automatically create your chatbot
Result
Agent is created with:
System Prompt auto-generated based on website content
Web Search plugin - for searching information
Web Retrieval plugin - for extracting information from website
Step 2: Review & Test Basic Agent
What you need to do
Open New Chat and try asking some questions to test the agent.
Example tests
Ask about business services
Ask for contact information
Ask about pricing (if available on website)
Confirmation
Agent answers accurately based on website information ✅
Agent indicates when information cannot be found ✅
Step 3: Prepare Google Sheets for Lead Storage
What you need to do
Create a Google Sheets file with appropriate header columns.
Suggested structure
Name
Phone
Location
Preferred Date/Time
Questions
⚠️ IMPORTANT NOTE
IMPORTANT
Google Sheets email MUST MATCH the email used for MCP connection.
Example: If you create an MCP connection with Google Sheets using [email protected], then the Google Sheets file must also belong to [email protected]. Different emails will cause access errors.
Step 4: Use ISHI to Create Appointment Booking Workflow
What is ISHI?
ISHI is a component running on your local machine that helps you:
Quickly create agent workflows
Debug and fix errors automatically
Works with natural language (no technical skills required)
What you need to do
Open ISHI on your machine
Copy the prompt describing your requirements (see template below)
Paste into ISHI and provide the necessary information
Information to provide to ISHI
Agent URL: Link to the agent created in Step 1
Google Sheets URL: Link to lead storage file
Notification email: Your email address
Example Prompt for ISHI
ISHI will perform
✅ Create workflow with nodes: Google Sheets + Email notification
✅ Update agent's system prompt
✅ Connect workflow to agent
⚠️ NOTES about ISHI
TIP
The more detailed your requirements, the more accurate ISHI will be.
If ISHI makes an error:
Take a screenshot or copy the error message
Paste into ISHI and ask "Can you try again?"
ISHI will automatically review and fix the error
NOTE
ISHI is very useful for people without technical background such as marketers, teachers, or anyone who wants to apply AI without learning complex concepts.
Step 5: Connect Workflow to Agent (Manual Step)
What you need to do
After ISHI completes, you may need an additional manual step:
Open Agent in Agentic Flow
Go to Tools/Capabilities section
Add back:
Web Search plugin
Web Retrieval plugin
The newly created workflow
Save the agent
Check System Prompt
ISHI will update the system prompt with new logic about:
When to collect lead information
How to handle unanswerable questions
Step 6: Test the Complete System
Test Workflow separately
Go to workflow → Single Run mode
Fill in test information (name, email, phone, etc.)
Verify:
✅ Data appears in Google Sheets
✅ Email notification is sent
Test Complete Agent
Scenario 1: Unanswerable question
Ask the agent a question where information is not on the website
Agent will suggest booking an appointment
Fill in information when prompted
Check Google Sheets and Email
Scenario 2: Customer proactively books appointment
Request to book an appointment directly
Fill in information
Confirm data is saved
⚠️ Debugging Tips
TIP
If header sequence in Google Sheets is incorrect:
Take a screenshot of the error
Paste into ISHI and describe the issue
ISHI will automatically update the workflow
NOTE
Network/timeout errors:
Simply try again
Could be due to weak network connection
Step 7: Publish & Embed on Website
What you need to do
Save all changes (agent + workflow)
Click Publish
Click Share to get embed code
Copy embed code and paste onto your website
🎬 Final Result
After completion, you will have:
✅ Chatbot Agent running 24/7 on your website
✅ Automatic answers to customer questions based on website content
✅ Lead collection when:
Customer proactively requests appointment
Chatbot cannot answer (suggests consultation)
✅ Centralized storage in Google Sheets
✅ Real-time notifications via email to sales/CS team
📌 Summary of IMPORTANT NOTES
>> MCP Connection Email = Google Sheets Email
This is the most common error. Ensure the email used for MCP connection with Google Sheets matches the email that owns the Google Sheets file.
>> Always SAVE before testing
After each edit to agent or workflow, remember to Save for changes to take effect.
>> Use ISHI for debugging
Instead of fixing errors yourself, take a screenshot and paste into ISHI. ISHI will automatically analyze and fix errors for you.
>> Basic agent creation time: ~15 seconds
Use Marketplace one-click feature to quickly create base agent, then expand with ISHI.
>> Builder Mindset
Observing how ISHI works will help you gradually understand how to build agents/workflows. It may be difficult at first, but you'll get faster with practice.
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