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Recipe

Doctor Appointment Reschedule

This recipe creates one call playbook and one SMS playbook, rents a number, binds it to both channels, places the rescheduling call, and sends the new appointment details by text.

Estimated cost~$0.52 / reschedule
ChannelsVoice + SMS
VoiceSMS
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Step 1

Set clinic and recipient variables

Define the clinic phone number, the recipient number, and the area code to use for the outgoing number.

Set clinic and recipient variables
export CLINIC_PHONE="+19175550888"
export MY_PHONE="+19175550124"
export AREA_CODE="415"
Step 2

Create the playbooks

Use a call playbook to reschedule the visit and an SMS playbook to send the final update.

Create the playbooks
CALL_PLAYBOOK_ID=$(spix --json playbook create \
  --type call \
  --name "Doctor appointment reschedule" \
  --goal "Call the clinic, explain that the current appointment needs to move, and secure the next available morning or late-afternoon slot." \
  --persona "Polite, clear personal assistant" \
  | jq -r '.data.playbook_id')

SMS_PLAYBOOK_ID=$(spix --json playbook create \
  --type sms \
  --name "Doctor reschedule texts" \
  --use-case customer_care \
  | jq -r '.data.playbook_id')
Step 3

Rent and bind the sender number

Rent one number, bind it to the call playbook, then add the SMS binding for the follow-up text.

Rent and bind the sender number
SENDER_NUMBER=$(spix --json phone rent --area-code "$AREA_CODE" --limit 1 | jq -r '.data[0].number')

spix --json phone rent \
  --number "$SENDER_NUMBER" \
  --bind-channel call \
  --bind-playbook "$CALL_PLAYBOOK_ID" \
  --confirm

spix --json phone bind "$SENDER_NUMBER" \
  --channel sms \
  --playbook "$SMS_PLAYBOOK_ID"
Step 4

Place the call and send the update

Call the clinic first, then text the new appointment details back to the user.

Place the call and send the update
CALL_SESSION_ID=$(spix --json call create "$CLINIC_PHONE" \
  --playbook "$CALL_PLAYBOOK_ID" \
  --sender "$SENDER_NUMBER" \
  | jq -r '.data.session_id')

spix --json sms send "$MY_PHONE" \
  --sender "$SENDER_NUMBER" \
  --playbook "$SMS_PLAYBOOK_ID" \
  --body "Your appointment is now Thursday at 9:30am. The clinic said the same paperwork still applies."
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Build your own recipe

Install Spix, then adapt this recipe to your own flow.

Use the docs to adjust the playbook goal, numbers, inboxes, and follow-up messages for your own contacts and channels.

Open the docs →