Appointment
scheduling
The agent checks your team's calendar during the call and books the appointment on the spot, with no back-and-forth over messages. The lead gets a WhatsApp confirmation after the call.
The problem
Booking an appointment by message takes several rounds: the lead proposes a time, it is taken, another is proposed, the lead stops answering. Each round is a chance for the interest to cool or for someone else to book first.
The agent
Connect your calendar as a tool and the agent reads availability in real time during the call. It offers the open slots, the person picks one and the appointment is created before the call ends. After the call, the lead receives the details by WhatsApp and your team sees the booking with the transcript in the CRM.
How it works
The full flow, from the trigger to the record in your CRM.
- 01
Connect Google Calendar or your booking tool to the agent from the dashboard.
- 02
The agent checks availability mid-call through the calendar tool.
- 03
It offers two or three open slots that work for your team.
- 04
The person picks one and the appointment is created on the spot.
- 05
After the call, the lead receives a WhatsApp with date, time and link if the meeting is virtual (Pro and up).
- 06
Your team sees the booking in the calendar and the transcript on the contact in the CRM.
- 07
Pair it with the reminders use case to confirm attendance the day before.
Outcome
The appointment is booked in the same call that generated it. Your team receives confirmed slots, not proposals to chase.
What you get
- Calendar read and booked as a tool, mid-call
- WhatsApp confirmation after the call (Pro and up)
- Booking and transcript on the contact in your CRM
- Works on inbound and outbound calls alike
Industries where it is used most
Related use cases
An agent rarely covers a single front. These run on the same knowledge base and the same CRM.
Post-event and webinar follow-up
After a webinar or an event, the agent calls every attendee the same day to hear what they thought, answer questions and separate the ones ready for sales from the ones who need more time.
View detailsDormant lead reactivation
The agent calls the leads that stalled 30, 60 or 90 days ago, picks up where the last conversation ended and asks whether the situation changed. The ones with renewed interest go back to your team.
View detailsReminders and notifications
The agent calls to confirm appointments, remind about payments due and flag pending renewals, and writes the answer back to your CRM. Confirmed, rescheduled or no answer, each one on the record.
View detailsCreate your first agent
in minutes
Sign up with your email, describe your business and talk to your agent before you connect anything.