Booking Flow
Lead says "yes." Meeting appears on your calendar.
How AI Books Meetings
Natural conversation. No scheduling links. No back-and-forth.
The Full Flow
┌────────────────────────────────────────────────────────────────┐
│ 1. QUALIFICATION │
│ AI confirms lead meets your criteria │
│ Budget ✓ Timeline ✓ Needs ✓ │
└────────────────────────────────────────────────────────────────┘
│
▼
┌────────────────────────────────────────────────────────────────┐
│ 2. THE ASK │
│ "Would you like to schedule a quick call to discuss?" │
└────────────────────────────────────────────────────────────────┘
│
▼
┌────────────────────────────────────────────────────────────────┐
│ 3. OFFER TIMES │
│ "I have Tuesday at 2pm or Thursday at 10am" │
│ (Pulled from YOUR real availability) │
└────────────────────────────────────────────────────────────────┘
│
▼
┌────────────────────────────────────────────────────────────────┐
│ 4. CONFIRMATION │
│ "Confirmed! Thursday at 10am. You'll get a calendar invite."│
└────────────────────────────────────────────────────────────────┘
│
▼
┌────────────────────────────────────────────────────────────────┐
│ 5. DONE │
│ Meeting on your calendar. Invite in lead's inbox. │
└────────────────────────────────────────────────────────────────┘Example Conversation
AI: Great! Sounds like you're ready to start looking seriously. Would you like to schedule a quick call to go over your options?
Lead: Sure, when are you free?
AI: How about Tuesday at 2pm or Thursday at 10am? Both work on my end.
Lead: Thursday 10am
AI: You're booked for Thursday at 10am. I'll send a calendar invite to your email. Looking forward to chatting!
Real conversation. Real booking. Zero effort.
FAQs
"What if the lead doesn't pick a time?" AI follows up. "Did either of those times work? I can also do Friday at 3pm."
"Can I change the booking message?" Yes. Edit the "Booking Script" in your agent configuration.
"Does the lead get a calendar invite?" Yes. Automatic via Cal.com.
"What if they say 'I'll check my calendar and get back to you'?" AI acknowledges and follows up in 24 hours.
"What if the lead suggests a time I'm not free?" AI politely offers alternatives.
"Can AI book multiple meetings with the same lead?" Yes, if relevant (initial call, showing, follow-up).
"What info goes on the calendar event?" Lead name, phone, email, and key context from the conversation.
Related
- Calendar setup — Connect your calendar
- Reschedule & cancel — When plans change