Automated AI Appointment Setting

AI Agents That Qualify & Book Appointments 24/7

Turn new leads and old contacts into booked meetings automatically—multi‑channel outreach, real‑time qualification, and smart scheduling that places events directly on your calendar.

Multi‑channel outreach • Smart qualification • Human handoff when needed

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Automated AI Appointment Setting

Turn Interest Into Booked Meetings — Automatically.

AI agents engage, qualify, and schedule appointments across SMS, email, and web chat. Your calendar fills with qualified meetings while your team focuses on closing.

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From Lead to Meeting

Missed Calls and Slow Follow‑Up Kill Pipeline

Prospects expect fast, convenient scheduling. Manual dialing, voicemail tag, and back‑and‑forth emails create friction. AI changes the game by responding instantly, handling common questions, and securing a time on your calendar — without the bottlenecks.

Instant Replies Two‑Way SMS + Email Calendar Routing Qualification Logic No‑Show Safeguards
AI Appointment Setting Overview
How It Works

Converse. Qualify. Calendar.

1

Engage on Any Channel

AI replies to inbound leads or proactively follows up via SMS, email, or site chat — using your approved brand voice.

2

Qualify with Smart Logic

Capture key details (timeline, budget, intent), handle objections/FAQs, and route to the right pipeline and calendar.

3

Book & Confirm

Offer available times, place the meeting, send confirmations and reminders, and log everything to your CRM.

Conversation to Calendar Flow
Capabilities

Everything You Need to Keep Calendars Full

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Calendar Routing

Round‑robin, priority routing, and service/team calendars with timezone awareness and buffer rules.

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Multi‑Step Sequences

Automations across SMS and email with throttling windows, quiet hours, and opt‑out handling.

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Pipeline & Stages

Auto‑move leads through stages (New → Qualified → Booked → No‑Show/Reschedule) with clear attribution.

🧠

AI Objection Handling

Brand‑approved responses for price, timing, and fit. Escalates to humans when needed.

✉️

Reminders & Reschedules

Automated confirmations, reminders, and one‑tap reschedule links to reduce drop‑off.

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Compliance Aware

Opt‑in/opt‑out honoring, timing windows, records in CRM, and role‑based permissions.

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Attribution & Logs

Track source, campaign, and conversation transcripts so sales can pick up with context.

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CRM Integration

Sync contacts, activities, and bookings. Import/export via CSV if you prefer a lightweight setup.

Who It’s For

High‑Intent Conversations, High‑Value Meetings

Professional & Financial

Advisors, mortgage, insurance, tax, legal, recruiting.

Home & Local Services

HVAC, roofing, solar, real estate, renovation, mobile services.

Health & Wellness

Medical spas, chiropractors, clinics, fitness studios & gyms.

Reduce Friction

No‑Show Safeguards Built‑In

Confirmation messages, smart reminders, and easy rescheduling links keep calendars accurate. If a meeting looks at risk, the system nudges proactively and offers alternatives.

  • Time‑zone aware reminders and buffers
  • Fallback to alternative slots and team calendars
  • Instant reschedule via SMS or email
Human‑in‑the‑Loop

Seamless Rep Handoffs

When the conversation requires a human, it routes to your team with full context — transcripts, qualification notes, and next steps — so nothing gets lost in translation.

  • Escalation rules by topic, account, or value
  • Inbox assignment and internal notes
  • Audit trail and role‑based permissions
FAQs

Answers to Common Questions

Can you match our tone of voice?

Yes. We configure conversation style guidelines and you approve sample threads before launch.

Do we need a specific CRM?

No. We can integrate with your current system or run via spreadsheets and shared calendars.

What channels are supported?

SMS, email, and web chat. Voice handoffs and click‑to‑call can be enabled if desired.

How do bookings appear?

Directly on your calendar with notes, transcript summary, and required fields captured at booking.

Is this compliant?

We respect opt‑in/opt‑out, quiet hours, and applicable messaging regulations. You control consent frameworks.

What about reporting?

See conversation logs, booking counts, source attribution, and funnel stage movements for clarity.

Next Step

Let AI Book Your Next Meeting

We’ll configure conversations, routing, and reminders — then start filling your calendar with qualified appointments.

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