Documentation

Meetings

AI books. You show up. You close.

Meetings Book Themselves

Lead is qualified? AI asks for the meeting. Lead picks a time. Done.


The Flow

┌──────────────┐
│  Lead is     │
│  Qualified   │
└──────┬───────┘
       │ AI detects readiness

┌──────────────┐
│  AI Asks     │  ← "Would you like to schedule a call?"
│  For Meeting │
└──────┬───────┘
       │ Lead says yes

┌──────────────┐
│  AI Offers   │  ← "How about Tuesday at 2pm?"
│  Times       │
└──────┬───────┘
       │ Lead picks

┌──────────────┐
│  Meeting     │  ← On YOUR calendar
│  Confirmed   │     Invite sent to lead
└──────────────┘

You just show up.


Where to See Your Meetings

LocationWhat You'll See
DashboardToday's meetings in sidebar
Meetings pageFull calendar view
Lead detailMeetings for that lead
Your calendarSynced directly

The Magic

Old WayRocket Agents
Play calendar tagAI handles scheduling
Miss messages at midnightAI responds 24/7
Forget to follow upAI follows up automatically
No-showsAI sends reminders

FAQs

"Does the AI know when I'm available?" Yes. AI syncs with your calendar and only offers open times.

"What if the lead wants to reschedule?" AI handles it. New time, updated invite. No effort from you.

"Do I get notifications?" Yes. Email and in-app when meetings are booked.

"What if I need to cancel?" Cancel from the Meetings page or your calendar. Lead is notified automatically.

"Does this work with my calendar?" Google Calendar and Outlook. Both sync in real-time.

"What about double-booking?" Impossible. AI checks all connected calendars before offering a time.

"Can I set buffer time between meetings?" Yes. Set it in Availability settings.


Set It Up