What this workflow does
Books demo / appointment requests by collecting name, email, and preferred time.
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SalesBeginner8 nodes
Demo & Appointment Request
Capture demo and meeting requests by collecting name, email, and preferred time. Creates a demo_request ticket.
Use this templateRead-only preview
When to use it
You take meeting requests via chat and want them in a ticket queue your team can see.
What triggers it
Demo Trigger
Information it collects
name, email, preferred_time
Actions it performs
Ask Name · Ask Email · Ask Preferred Time · Capture Demo Lead · Create Demo Ticket · Confirmation · AI Assist
Systems it requires
No external commerce platform is required.
Read-only preview
Read-only workflow preview
This simplified layout represents the template’s real nodes and connections. It is not the full executable editor.
Trigger
Demo Trigger
keyword match
Next step: Ask Name
Action
Ask Name
collect input
Next step: Ask Email
Action
Ask Email
collect input
Next step: Ask Preferred Time
Action
Ask Preferred Time
collect input
Next step: Capture Demo Lead
Integration
Capture Demo Lead
capture lead
Next step: Create Demo Ticket
Action
Create Demo Ticket
create ticket
Next step: Confirmation
Action
Confirmation
static message
Next step: AI Assist
Action
AI Assist
ai reply
Node configuration, credentials, internal endpoints, and secrets are intentionally not shown.
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Sign in, review the selected chatbot and prerequisites, then confirm Create draft. Nothing is activated automatically.