> ## 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 in BuilderPrime πŸ“ *Configure LeadTruffle's AI to check your Builder Prime availability and book appointments directly on your calendar β€” across SMS, email, and message leads.* ${frame}[](https://www.loom.com/embed/e37bbb65486d4e3181d51263bf62a0fe) --- ## Table of contents * [Overview](#2-overview) * [Before you start](#2-before-you-start) * [Step 1: Open Builder Prime settings in LeadTruffle](#2-step-1-open-builder-prime-settings-in-leadtruffle) * [Step 2: Configure basic settings](#2-step-2-configure-basic-settings) * [Step 3: Set your AI booking availability](#2-step-3-set-your-ai-booking-availability) * [Step 4: Spot check your open slots](#2-step-4-spot-check-your-open-slots) * [Step 5: Turn on AI booking in your channel prompts](#2-step-5-turn-on-ai-booking-in-your-channel-prompts) --- ## Overview With AI booking enabled, LeadTruffle's AI can: * Communicate with leads across SMS, email, and message channels * Check real-time availability in your Builder Prime account * Create appointments directly on your Builder Prime calendar * Assign those appointments to the right tech or salesperson --- ## Before you start Your LeadTruffle account needs to be connected to your Builder Prime account before AI booking will work. If you haven't done that yet, follow [How to connect Builder Prime to LeadTruffle](https://help.leadtruffle.co/en/article/how-to-connect-builderprime-and-leadtruffle-dlu1kl/) first, then come back to this guide. --- ## Step 1: Open Builder Prime settings in LeadTruffle 1. In LeadTruffle, go to **External CRMs** 2. Click **Settings** on the Builder Prime card 3. The Builder Prime settings module will open You'll land on the **Basic Settings** tab. Confirm the integration is enabled at the top before continuing. --- ## Step 2: Configure basic settings In the Basic Settings tab, turn on **Allow AI to Book Builder Prime Meetings**, then work through the fields below. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_1upeixa.png =750x641) ### Meeting type This auto-loads with your default Builder Prime meeting type. If you need to change it to a different meeting type, reach out to support and we'll help you get the right ID. ### Reminder minutes How far in advance of the meeting you want an internal notification. **30 minutes** is a safe default. ### Required before AI books What information LeadTruffle needs to collect before the AI is allowed to book the appointment. Best practice is to require: * Email * Phone * Address Depending on the lead source, some of this may already be captured. If not, the AI will work to gather it before booking. ### Employees Load the employees from your Builder Prime account and select: * Whose calendars the AI should check for availability * Who appointments should be assigned to | *If no employees are selected, the AI will use broader availability and meetings will be created unassigned. Selecting specific employees keeps assignments tight.* --- ## Step 3: Set your AI booking availability Switch to the **Scheduling** tab. Leave **Generate Builder Prime booking slots** checked. || *Your AI booking availability is set here independently of your working hours inside Builder Prime. These settings are what the AI uses to decide what's bookable.* Configure each field: | Field | What it means | Typical setting | | ---- | | Time zone | Your local time zone | Match your business location | | Slot minutes | Length of each booked appointment | 120 minutes (2 hours) | | Minimum notice | How soon someone can book from now | 2 hours up to 1 day | | Days ahead | How far in advance bookings are allowed | 14 days | | Weekly schedule | Days and hours the AI can book | Mon–Fri, 9 AM – 5 PM (adjust for weekends) | Adjust the weekly hours to match how your team actually operates. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_vpp7j6.png =750x790) --- ## Step 4: Spot check your open slots Once your availability is set, click **Refresh Slots**. This shows you exactly what the AI would see as bookable right now β€” for example, *Monday 11 AM, 1 PM, 3 PM; Tuesday 9 AM, 11 AM, 3 PM*. Compare these against your Builder Prime calendar. The slots should line up with what's genuinely open based on your settings. ![](https://storage.crisp.chat/users/helpdesk/website/-/d/c/4/1/dc41d3f6726e4000/image_17v6too.png =750x785) | *If something looks significantly off, reach out to support and we'll help debug.* When everything looks right, click **Save**. --- ## Step 5: Turn on AI booking in your channel prompts Saving the integration settings isn't enough on its own β€” you also need to enable AI booking inside the prompt for each lead channel you're using (SMS, email, message leads, etc.). For the full walkthrough, see [How to update your AI prompts after activating AI CRM 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.