Reminders 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.
The problem
Missed appointments, overdue payments and forgotten renewals cost money every month. An email reminder is easy to ignore and a personal call for each one takes time the team does not have.
The agent
Trigger the call from your calendar or CRM with n8n, Zapier or the API: an appointment tomorrow, a payment due this week, a renewal in seven days. The agent calls with the details, confirms or reschedules on the spot through your calendar tool, and the outcome is extracted and written to the record. After the call, a WhatsApp with the details (Pro and up).
How it works
The full flow, from the trigger to the record in your CRM.
- 01
Define the triggers: appointment in 24 hours, payment due, renewal in seven days.
- 02
Connect your calendar or CRM to the agent with n8n, Zapier or `POST /v1/calls`.
- 03
The agent calls with a clear message and the details of the event.
- 04
Appointments: it confirms attendance or reschedules mid-call through the calendar tool.
- 05
Payments: it states the amount, the due date and the payment options from your knowledge base.
- 06
Renewals: it explains what renewing includes and books a call with an advisor if the person asks.
- 07
The outcome (confirmed, rescheduled, no answer) is written to your CRM after every call.
Outcome
Every appointment, payment and renewal gets a call, and your team sees who confirmed, who moved and who did not answer, without dialing one by one.
What you get
- Calls triggered from your calendar or CRM
- Reschedule mid-call through the calendar tool
- Outcome extracted and written to the record
- WhatsApp with the details after the call (Pro and up)
Industries where it is used most
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