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Appointment Booking and Setting Agents

Every missed lead is a lost opportunity. Our AI-powered booking and setting agents ensure you never miss another one. By responding instantly to inbound inquiries from paid ads, web forms, or social media, our agents qualify prospects through objective-driven dialogues, capture essential details, and schedule confirmed meetings directly on your sales teams calendar. This system works 24/7, turning your marketing spend into a predictable pipeline of qualified appointments while your team focuses on closing deals.

  • Instant lead response across web chat, SMS, or email

  • Objective-based dialogs that qualify before booking

  • Calendar integrations with guardrails and reminders

  • CRM logging so sales gets clean context

Key Outcomes

  • Lower first-response time (FRT) from hours to seconds.
  • Higher after-hours lead capture and fewer missed opportunities.
  • Reduced repetitive tickets via accurate FAQ deflection.
  • Cleaner routing to Sales/Support with better conversation context.

Who It’s For

  • Service businesses running Facebook or Google Ads
  • Agencies needing reliable lead-to-meeting conversion
  • B2B teams with SDR bottlenecks and missed after-hours leads
  • Local businesses that depend on fast response time

Problems We Solve

  • Slow response times and lost leads
  • Unqualified meetings wasting sales time
  • Double-bookings and calendar chaos
  • No central record of conversations and outcomes

Core Deliverables

Meet leads where they are and capture intent.
Meet leads where they are and capture intent.
  • Web chat widget, SMS, or email handoff
  • Form and ad lead sync with webhook ingestion
  • Consent language and TCPA friendly copy
  • Auto-enrichment where allowed
Objective-driven dialog that filters and routes.
Objective-driven dialog that filters and routes.
  • Qualification rules and disqualification reasons
  • Follow-up questions and fallback to human
  • Scoring and routing to the right salesperson
  • Compliance notes and safe responses
Book meetings cleanly and reduce no-shows.
Book meetings cleanly and reduce no-shows.
  • Google Calendar or Calendly integration
  • Availability windows and buffers
  • Email and SMS reminders with reschedule links
  • Timezone handling and holiday rules
Give sales the full context and measure conversion.
Give sales the full context and measure conversion.
  • HubSpot or Salesforce lead creation and notes
  • Source and campaign attribution fields
  • Conversation transcript storage
  • Dashboard for lead response and booking rate

Project Packages

Booking Starter

$3,500

2-3 weeks

Single-channel setup for basic lead qualification and booking.

  • Single channel (web chat or SMS)
  • Basic qualification and booking
  • Calendly or Google Calendar integration
  • CRM notes and transcript logging

Booking Growth

$5,000

3-4 weeks

Multi-channel setup with advanced routing and reminders.

  • Two channels (web chat and SMS)
  • Advanced qualification and scoring
  • No-show reminder sequence
  • Source attribution to campaigns

Booking Pro

$7,000

4-6 weeks

Complex setups needing multi-channel and custom routing logic.

  • Multi-channel including email parsing
  • Round-robin routing and guardrails
  • Custom CRM fields and reporting
  • After-hours and escalation rules

Our Process

  1. 1

    Discovery: define ICP, questions, and booking rules

  2. 2

    Configure: build prompts, flows, and integrations

  3. 3

    Test: run sandbox conversations and edge cases

  4. 4

    Launch: enable channels and go live

  5. 5

    Measure: track speed to lead and booking rate

  6. 6

    Optimize: refine dialogs and routing

Tech Stack

LLM chat with tool use, Calendly or Google Calendar APIs, Twilio SMS or equivalent, HubSpot or Salesforce integration, Webhook ingestion for ad leads

FAQs

Stop losing leads to slow response times. Automate booking today.

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