Booked on the call, with the right rep.
The agent offers only real free slots, books the rep who covers that lead, and sends confirmations and reminders to both sides. No back-and-forth messages, no double bookings.
Territory: Mumbai West · Product: Bulk furniture
Assigned to Arjun
Thu 4:00 pm free · 30 min buffer after site visit
SMS + email to Priya · 24 h and 1 h before
Push + email to Arjun · with call summary
Routing rules that match how your team sells.
Territory
By city, pin code or region. A Thane buyer goes to the Thane rep.
Product
Villas to the villa desk, commercial to commercial, courses to their counsellor.
Language
A lead who spoke Marathi on the call meets a rep who speaks Marathi.
Round robin
Even spread across a team, weighted by capacity, skipping reps on leave.
Reads real calendars. Writes real events.
Connect Google Calendar or Microsoft Outlook per rep. Busy time is respected, buffers are added between visits, and booked meetings appear on the rep's calendar with the lead summary attached.
- Working hours, holidays and leave per rep
- Buffers for travel between site visits
- In-person, phone or video meeting types
- Reschedule and cancel links in every confirmation
Google Calendar
Workspace and personal accounts.
Microsoft Outlook
Microsoft 365 and Exchange Online.
Reminders
SMS, email and WhatsApp templates for leads; email and app alerts for reps.
No-show follow-up
Missed meetings trigger a polite AI call to rebook.
3
Pick a line