With Agents, Account Executives have more time to build trust and move deals forward.
Book introductory meetings with new prospects on the rep's calendar.
Your inbound leads get a meeting invitation at the first open time on their rep's calendar, or a follow-up email when no time is open.
Check prospect meeting confirmations and draft replies around conflicts.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
Find the right discovery or demo link to send a prospect.
Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.
Add video links to prospect meetings and resend invitations.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
Add video links to prospect meeting invitations and update guests.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.
Match a prospect's meeting to the right sales host's booking page.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
Return current customer meeting times with booking links.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
Find bookable sales call times in each buyer's time zone.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
Book consultations with qualified prospects on their calendar.
Ready prospects get time with their assigned representative and a confirmation email. Your team sees the booking on the lead.