AUTOMATION PLAYBOOK

Stripe deposit for tables

For large parties or weekends, booking requires a deposit — Stripe Payment Link SMS, “awaiting payment” status, and slot release after 2h unpaid.

Fewer no-shows on large tables and Friday nights.

Trigger

Booking > 6 guests or weekend

Automated flow

  1. 1 Stripe Payment Link SMS
  2. 2 Status “awaiting payment”
  3. 3 Release after 2h unpaid
Enable this playbook

Example scenario

Booking for eight on Friday. SMS with 50 PLN/person link. Paid → calendar confirms; unpaid — table returns to pool.

After the call: Stripe deposit for tables

No-show on a large table hurts more than a table for two. Deposits filter serious bookings without entrance arguments.

When it runs

The playbook starts automatically when Coldbot tags a call or event as: “Booking > 6 guests or weekend”. You can narrow filters (location, channel, business hours) without changing the voice script.

What happens automatically

Each step runs in sequence (or in parallel where noted). No copy-paste between voice AI, SMS gateway, and CRM.

What you configure

Tunable during onboarding — copy, thresholds, and channel priority:

Recommended integrations

Native connectors or Zapier/Make/webhooks. Status “coming soon” means we enable it on request during rollout.

Works with voice templates

Deploy these agent scripts together with the playbook — same disposition tags power both sides:

Onboarding checklist

We configure this playbook during Coldbot setup — usually in one working session:

Zapier / Make recipe

We export a starter automation: Coldbot webhook → your stack. Field mapping is done in onboarding.

FAQ

Frequently asked questions

Do I need a developer?

Not for standard stacks (SMSAPI, Google Calendar, HubSpot, Slack). Custom webhooks usually need about one hour of IT time.

Can we change copy and timing?

Yes — triggers, filters, SMS templates, and quiet hours are fully configurable in the dashboard or with our team.

Is this included in setup?

One playbook is configured during onboarding; additional playbooks are added per package or integration bundle.

How do we test before go-live?

Sandbox numbers, test calls, and a dry-run checklist — we do not enable production SMS until you approve samples.

Who sets deposit amount?

Rules per location: min guests, weekday, flat or % amount.