Slot Search Logic and Results

When a telephone agent triggers Scheduler from a Zoho CRM record, the application immediately begins a search for available appointment slots. This search is guided by a sophisticated set of logic that is designed to return only the most suitable and viable options.

The slot search process involves the following steps:

1. Gather Context: Scheduler first gathers the necessary context from the source record in your CRM. This includes essential information such as the customer's postcode, name, and email address.

2. Fetch Existing Bookings: The application then fetches all the existing bookings for the eligible field agents within the specified date window. This is based on the Valid Appointment Filter you have configured in your workflow settings.

3. Apply Travel and Spacing Rules: Next, Scheduler applies the travel and spacing rules you have defined. This includes constraints such as the maximum travel time allowed between appointments. The application will only show slots that are adjacent to existing bookings if they are within this maximum travel time.

4. Propose Slots: Finally, Scheduler proposes a list of available slots to the telephone agent. As an administrator, you can configure the search to return a specific number of "ideal" slots, with the option for the agent to expand the search and view more possibilities.