Appointment Setter keeps work moving.

Turn qualified conversations into scheduled next steps.

Live in the Operations system. Sensitive actions can wait for your review.

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Appointment Setter

A
Appointment SetterOnline
What should I handle?
Connect the calendar and set qualification, availability, and routing rules.
Meeting requests checked against your qualification rules.Appointment Setter ran · Review ready
TryReview workChange scope
Ask your agents to do anything...

The result you need, with context intact.

Turn qualified conversations into scheduled next steps.

Meeting requests checked against your qualification rules.

Review the inputs, actions, and approval that produced this outcome.

Outcome 01VisibleRun history
Delivered by Appointment Setter

Context and reviewer decisions stay attached to the result.

Available times coordinated without repetitive messages.

Review the inputs, actions, and approval that produced this outcome.

Outcome 02VisibleRun history
Delivered by Appointment Setter

Context and reviewer decisions stay attached to the result.

Confirmed appointments recorded with useful conversation context.

Review the inputs, actions, and approval that produced this outcome.

Outcome 03VisibleRun history
Delivered by Appointment Setter

Context and reviewer decisions stay attached to the result.

What Appointment Setter handles.

Give the agent a clear instruction, then review the moments that matter.

Responsibility 01

Recognize scheduling intent in approved conversations.

Appointment SetterActiveApproved scope
Instruction boundary

The work stays inside the access and review rules you set.

Responsibility 02

Offer eligible times and handle routine coordination.

Appointment SetterActiveApproved scope
Instruction boundary

The work stays inside the access and review rules you set.

Responsibility 03

Confirm the meeting, update the record, and route exceptions.

Appointment SetterActiveApproved scope
Instruction boundary

The work stays inside the access and review rules you set.

From instruction to result.

Three visible steps keep the work simple to start and easy to inspect.

1

Ask

Connect the calendar and set qualification, availability, and routing rules.

Instruction received

Turn qualified conversations into scheduled next steps.

2

Execute

The agent coordinates a suitable time within those boundaries.

Work in progress

Meeting requests checked against your qualification rules.

3

Approve

Review exceptions and see every confirmed appointment in the dashboard.

Review ready

Limit calendars, meeting types, buffers, and booking windows.

Your rules stay in force.

Appointment Setter works through connected credentials, roles, approvals, run logs, and kill switches.

Control 01

Limit calendars, meeting types, buffers, and booking windows.

Appointment SetterActiveAutonomy
Operating mode
ManualApprove-eachAuto-run

Change the mode or stop the agent whenever you need to.

Control 02

Require a handoff for exceptions or unqualified requests.

Appointment SetterActiveAutonomy
Operating mode
ManualApprove-eachAuto-run

Change the mode or stop the agent whenever you need to.

Control 03

Pause scheduling access and inspect every calendar action.

Appointment SetterActiveAutonomy
Operating mode
ManualApprove-eachAuto-run

Change the mode or stop the agent whenever you need to.

Connected to the work around it.

Appointment Setter shares approved context instead of operating as an isolated tool.

SchedulingUnified InboxCRMWorkflows

Live Chat

Answer routine questions and preserve a clean path to a person.

OperationsLiveRelated agent
Connected specialist

Approved context can pass to this agent without losing the run history.

Help Desk

Resolve supported requests while complex cases reach the right owner.

OperationsLiveRelated agent
Connected specialist

Approved context can pass to this agent without losing the run history.

Ticket Triage

Put each support request in the right queue with the right context.

OperationsLiveRelated agent
Connected specialist

Approved context can pass to this agent without losing the run history.

Questions, answered.

Start with the role you need and keep control of how it works.

Turn qualified conversations into scheduled next steps. It works inside the Operations system with Scheduling, Unified Inbox, CRM, Workflows.

Limit calendars, meeting types, buffers, and booking windows. Require a handoff for exceptions or unqualified requests.

Put Appointment Setter to work.

Connect the approved tools, give the first instruction, and review every consequential action from one dashboard.