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Encuadrado

With the Encuadrado integration, your ChatNorris agent serves your clinic calendar’s patients without them leaving the chat. Depending on what you turn on, the agent:
  • identifies which service the patient is interested in;
  • checks the real available times in your calendar and offers them;
  • collects the details the booking requires, shows a summary, and only after the patient explicitly confirms does it create the booking.
It never books automatically in the middle of the conversation. It works in the web widget, WhatsApp, Instagram, Messenger, Telegram, Email, and the API.

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Requirements

  • A ChatNorris account on the Standard or Premium plan. You can see the plans at chatnorris.ai/pricing.
  • At least one agent created in ChatNorris. If you don’t have one yet, follow Create an agent.
  • An Encuadrado account and the professional’s API key.
  • Owner or Admin role in your ChatNorris organization.

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Connect Encuadrado

Each agent connects to one Encuadrado account.
1

Open the agent's Integrations hub

In ChatNorris, go to My agents → [your agent] → Integrations and choose Encuadrado.
2

Paste the API key and connect

Paste your Encuadrado API key in API key and click Connect.
3

Test the connection

Use Test connection to confirm the key works before configuring the Action.
The API key is stored encrypted and is never shown in plain text. If you change the key in Encuadrado, paste the new one with Replace key.

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Configure the Action

Connecting the account doesn’t turn anything on yet. To choose what the agent does:
1

Create the Encuadrado Action

Go to My agents → [your agent] → Actions, click New action, and choose Encuadrado. The Encuadrado account section shows the connection status.
2

Choose what it can do

In What it can do, turn on the capabilities (see the table below).
3

Set up the services and availability

Define which services from your calendar the agent should be able to offer and how many days and times it searches (see below).
4

Turn on the Action and save

With Enabled on, the agent uses your calendar in its conversations.
Without Create bookings, the agent only offers times and the service’s public link so the patient books on their own, and it doesn’t ask for personal details.
Create bookings creates real appointments at the clinic: check the configured details before turning it on. Claude Sonnet or higher is recommended as the agent’s main model (Settings → AI) when you turn on this capability. In tests, Haiku sometimes ignores the confirmation and replies as if the booking were already made. The action’s form shows this notice with a link to the AI settings.

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When to use

In Behavior, the When to use this action field comes with default text you can adapt: when the patient wants to know times or book, and that the service is identified first. With Restore default text you go back to the original.

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Services

In Services, add each service the agent can offer. Each one needs its Encuadrado Service UUID, which you get from the URL when you edit the service in the Encuadrado dashboard. With New services issue a receipt by default and New services require prepayment by default, you choose how each service you add starts out.
For services that issue a receipt, the agent validates the patient’s comuna against the official list. Bookings follow Chile’s time zone (America/Santiago).
In a service with prepayment, the time is held temporarily: the agent gives the patient the payment link and the deadline to pay, and doesn’t tell them the appointment is booked. If they don’t pay in time, the slot is released.

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Availability

If the patient asks for a date further out than Lookahead days, or there are no times in that range, the agent explains it and offers the nearest times or the service’s public link.

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Account-level required data

These details are requested in every booking, in addition to those each service requires (receipt → address and comuna):

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How the patient books

  1. The agent identifies the service and checks the real available times.
  2. If Create bookings is on, it asks for the required details, summarizes the appointment (service and time), and waits for explicit confirmation. See which replies count as confirmation in Visitor confirmations.
  3. Only then does it create the booking and tell the patient. If Encuadrado doesn’t confirm the booking, the agent doesn’t say it was booked and doesn’t retry on its own: it asks the patient to check with the clinic or through the public link.
In the Playground, Encuadrado bookings are real. If the agent has this Action, before the first message you’ll see the notice This test can create real data. See Test an agent.

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Appointments in Leads and in your CRM

Appointments booked by the agent with Encuadrado appear in Leads, in the Appointment column and in the Appointments section of the lead’s details. If the agent also has the Pipedrive Action with Log booked meetings, each confirmed appointment is logged on the Pipedrive Lead as a Meeting activity. With a scheduling action ready, asking for a meeting or a call isn’t a handoff, even if the visitor names an account executive or advisor: the agent offers them times. See Human Handoff.

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Disconnect

In My agents → [your agent] → Integrations → Encuadrado, click Disconnect. The Encuadrado Action is disabled and keeps its configuration, and the API key is deleted from ChatNorris. To use it again, connect the account again and re-enable the Action.

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Frequently asked questions

In Integrations, each agent’s central hub, not on the Action’s screen. See Integrations.
Check that the service is added in Services, with its Service UUID and Enabled on. The agent only offers the services configured in the Action.