> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.leadtruffle.co/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to setup AI Booking for ServiceTitan in LeadTruffle πŸ“ *Let LeadTruffle check ServiceTitan availability, offer times to your leads, and book appointments straight into your calendar.* ${frame}[AI Booking with ServiceTitan](https://www.loom.com/embed/76f31072d7564683a186dc5507b5a319) --- ## Table of contents * [What is AI booking?](#2-what-is-ai-booking) * [Step 1: Prerequisites](#2-step-1-prerequisites) * [Step 2: Confirm basic settings](#2-step-2-confirm-basic-settings) * [Step 3: Configure scheduling](#2-step-3-configure-scheduling) * [Step 4: Set your availability and preview](#2-step-4-set-your-availability-and-preview) * [Step 5: Turn on AI booking for each lead source](#2-step-5-turn-on-ai-booking-for-each-lead-source) * [Step 6: Update your prompts](#2-step-6-update-your-prompts) * [Step 7: How a successful booking looks](#2-step-7-how-a-successful-booking-looks) --- ## What is AI booking? AI booking gives your LeadTruffle agents access to real-time availability in ServiceTitan. The AI handles the back-and-forth with your leads β€” across Yelp, Thumbtack, SMS, AI voice, and more β€” checks what's available, offers specific time slots, and books the appointment directly into ServiceTitan. Once activated, you can run a fully automated process from initial lead inquiry to a booked appointment on your calendar. --- ## Step 1: Prerequisites Before configuring AI booking, ServiceTitan needs to be connected to LeadTruffle. The connection process is involved, so we cover it in a separate guide. * Connect ServiceTitan first: [How to connect LeadTruffle and ServiceTitan](https://help.leadtruffle.co/en/article/how-to-connect-leadtruffle-and-servicetitan-13deg66/) ||| ServiceTitan setup can get confusing β€” credentials, environments, tenant IDs. If you get stuck on the connection step, reach out to support or [we'll hop on a call](https://calendly.com/ltob/ob-30) to walk you through it before you tackle this article. --- ## Step 2: Confirm basic settings Once ServiceTitan is connected, configure the basics in LeadTruffle. 1. Go to **External CRMs** in the left sidebar 2. Find **ServiceTitan** and click **Settings** 3. Open the **Basic Settings** tab 4. Click **Detect Booking Providers** β€” you should see **LeadTruffle** appear in the list 5. Under **Lead Import**, configure these settings: | Setting | Recommended | Why | | ---- | | What should LeadTruffle create? | **Customer** | Leads are a separate object in ServiceTitan and less useful than creating a customer directly | | Strict syncing mode | **Off** | Keep the integration open at the start so it works for partial-info leads | | Do not perform updates on partial match | **Off** | Same reason β€” keeps things flexible while you're getting started | | Use placeholder address when lead has none | **On** (use your business address) | ServiceTitan won't create a customer without an address | 6. Click **Save** | You can tighten any of these settings later once the integration is humming. The recommendations above are for getting it working reliably out of the gate. --- ## Step 3: Configure scheduling Now open the **Scheduling** tab. 1. Turn on **Enable Service Type in Scheduling** 2. Leave **Require Email**, **Require Phone**, and **Require Address** unchecked for now (you can add them back as you tighten things up) 3. Turn on **Use Local Service Type in Booking Windows** 4. Set your **time zone** to wherever you operate 5. Configure your **slot minutes**: | Slot length | Minutes | | ---- | | 1 hour | 60 | | 2 hours | 120 | | 4 hours | 240 | | 8 hours | 480 | Most businesses use 2-hour or 4-hour windows. 6. Set **Minimum Notice** β€” how soon a lead can book from now. A couple hours is fine for most businesses. If you don't want same-day bookings, use 720 minutes (12 hours). 7. Set how far in advance leads can book β€” **7 to 14 days** works for most businesses since leads typically want the next available slot. 8. Set your **Booking Capacity** β€” how many appointments the AI can book into the same time slot before it stops offering that slot: * Leave it at **1** and a slot disappears as soon as one appointment is booked in it. So if someone books 8–11 AM, no one else can book that window. * Raise it to allow multiple appointments at the same time. A capacity of **2** lets two leads book the same 8–11 AM window before it closes; **3** allows three, and so on (up to 10). ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/xnapper-2026-07-16-152825_vqzary.png =750x432) ||| Booking capacity should typically mirror the number of techs you have available at any given time. If you have four techs who can each go out on a call, set booking capacity to **4** so LeadTruffle keeps offering a slot until all four are spoken for. If more than one tech can run an appointment simultaneously, set this to match β€” otherwise you'll turn away bookings you could actually take. --- ## Step 4: Set your availability and preview Tell LeadTruffle what hours you actually run service calls. 1. For each day of the week, set your working hours (most businesses run something like Mon–Fri, 8 AM to 5 PM) 2. To enable a day, check **Enabled** and set the hours 3. Leave days off unchecked (e.g., Saturday and Sunday for most businesses) 4. Click **Preview Availability** to see exactly which slots the AI would offer if a lead came in right now 5. Verify the preview matches what you'd expect β€” correct days, correct slot lengths, no slots on days you're closed 6. Click **Save** | If a slot is missing in the preview that you'd expect to see, check ServiceTitan β€” it may already be blocked off on that side. LeadTruffle pulls real availability, so anything blocked in ServiceTitan won't show up here. --- ## Step 5: Turn on AI booking for each lead source AI booking has to be enabled per channel β€” it doesn't flip on globally. For each lead source you use: 1. Open the channel's settings in LeadTruffle (Yelp, Thumbtack, Website SMS, AI Call Answering, etc.) 2. Find the **AI Booking Mode** dropdown (for AI Call Answering, this is inside **AI Agent** settings) 3. Select **ServiceTitan AI Booking** 4. Click **Save** Repeat for every channel you're getting leads through. If you don't use a channel (e.g., no AI voice), you can skip it. --- ## Step 6: Update your prompts Your existing prompts may include instructions that conflict with AI booking β€” like "never confirm an appointment time" β€” leftover from when only humans handled scheduling. Review and update each prompt before going live. **Remove or update:** * "Never confirm an appointment time" * Instructions to send a scheduling link or follow up to book later * Anything telling the AI to hand off to a human just to schedule **Add a clear booking instruction:** For example: *"Use ServiceTitan AI booking to schedule appointments. Our goal is to book in two-hour windows."* || If your prompt contains a strongly conflicting instruction, LeadTruffle shows a warning in the prompt editor flagging exactly what to fix. Not sure what to change? Send us a message and we'll review your prompt for you. --- ## Step 7: How a successful booking looks When the AI books an appointment, here's what you'll see: **In LeadTruffle:** * The conversation thread shows the back-and-forth with the lead * On the right side of the conversation, you'll see a **Booked ServiceTitan** confirmation with the appointment time **In ServiceTitan:** * LeadTruffle pushes the appointment as a **soft booking** to your booking page at `gojobbooking.servicetitan.com/#/bookings` * Review the booking, approve it, and ServiceTitan pushes it to the schedule --- || **Ready to activate?** Once your CRM is connected, update your AI prompts so the AI books directly instead of just gathering time preferences. β†’ [Update your AI prompts after activating AI booking](https://help.leadtruffle.co/en/article/how-to-update-your-ai-prompts-after-activating-ai-crm-booking-rfcjsg/) --- Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.