AI-Agents for Consultants in Client Services in Scheduling

Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.

Flag Meeting Clashes

Flag client meeting invitations that overlap engagement work.

See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.

Works with7 tools
Send Meeting Invitation

Send an added client the current consultation link.

Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.

Works with7 tools
Add Emailed Appointments

Add flagged client meetings to the calendar and email a review link.

Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.

Works with5 tools
Add Video Meeting Links

Add video links to virtual client meeting invitations.

Your guests get updated invitations with a video link, and you get an email explaining the fix when a virtual appointment needs one.

Works with4 tools
Draft Meeting Confirmation Replies

Check client meeting confirmations and draft replies about changes.

Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.

Works with5 tools
Send Appointment Confirmations

Check client meeting times before sending appointment confirmations.

Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.

Works with5 tools
Set Up Video Meetings

Add video links to client meeting invitations and update attendees.

Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.

Works with
Find Booking Link

Find the right consultation link for a client invitation.

Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.

Works with8 tools
Add Travel Blocks

Reserve travel before meetings at client sites.

Your calendar shows time to reach in-person appointments, with an arrival buffer and visible conflicts when plans overlap.

Works with4 tools
Add Video Meeting Links

Add a joining link to each booked client consultation.

You and your client get the same joining link in the updated invitation for a video appointment.

Works with
Confirm Client Appointments

Reserve consultation slots and confirm times with clients.

See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.

Works with
Find Bookable Meeting Times

Offer clients live consultation times and booking links.

Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.

Works with5 tools
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