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Appointments - Scheduling Link

Want your AI Assistant to share a Scheduling Link with your leads? Configure this option within Text + Call AI Agents!

Written by Emma Holmes

👋 Use Calendly or another link-based scheduling system to book clients?

No problem!


Each Text AI Agent (found here) can be configured with a unique scheduling link.

Navigate to the settings of the intended Text AI Agent by selecting "View / Edit"

... then scroll to the Qualification tab where you can paste in your external link 👇

Be sure to finalize your changes using the "Update" button to the upper right!


Along those same lines, Call AI Agents (found here) can be configured to send an SMS after a successful call.

Navigate to the settings of the intended Call AI Agent by selecting "View / Edit"

... then scroll to the Qualification tab where you can paste in your external link within the Follow-Up Template 👇

You will also need to instruct the AI when it should send the link (the Description), and specify a verbal heads up that will be spoken immediately before that SMS is sent (the Start Message) 👇

Be sure to finalize your changes using the "Update" button to the upper right!

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