Appointment Setting
Booked Meetings, Not Just Completed Calls
Your AI agents qualify every lead and put sales-ready meetings on your reps’ calendars, with the context they need to close.
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In the app: Campaigns → Meeting Booked
What you get
Everything Appointment Setting Needs
Qualify first
Agents ask your questions and only book leads that meet your criteria.
Book on the call
Offer times, confirm the slot and send the details while the lead is engaged.
Context for the rep
Summary, qualification notes and sentiment arrive with the meeting.
Follow-ups handled
Callbacks and scheduled follow-ups are tracked so nothing slips.
Pipeline in your CRM
Meetings and outcomes sync to the CRM your team already uses.
Shared calendar view
See every scheduled follow-up and meeting from the dashboard.
Qualify
Only Sales-Ready Meetings Reach Your Reps
The agent asks the questions your best SDR would and books the meeting only when the lead qualifies.
- Custom qualification criteria
- Positive / negative sentiment on every call
- Meeting Booked lane on the campaign board
Hand off
Reps Walk In Knowing the Whole Story
Every booked meeting comes with the transcript, an executive summary and the qualification note, already in the CRM.
- Transcript and summary
- Qualification note
- Synced to HubSpot, Salesforce and more
Connects to 12 CRMs and 8 phone systems
Customer reviews
What Teams Say
Rated 5 out of 5
“The biggest surprise wasn't how human the conversations sounded, it was how quickly our team trusted the platform enough to make it part of the daily sales process.”
VP of Sales, Technology CompanyVerified CustomerRated 5 out of 5
“Instead of hiring more reps, we launched specialized agents for different customer segments. Our managers now spend their time coaching closers instead of reviewing call logs.”
Director of Revenue Operations, Healthcare OrganizationVerified CustomerRated 4 out of 5
“CRM updates became invisible. Everything just appeared exactly where it belonged.”
Head of Business Development, Professional ServicesVerified CustomerFAQ
Appointment Setting Questions
What happens after a call ends?
The agent creates a transcript, an executive summary, a qualification note and sentiment data, then pushes it all to your CRM.
Can I control which leads get booked?
Yes. You define the qualification questions and criteria in the agent’s playbook.
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