AI-Agents for Receptionists in Client Services working with Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Manage Client Appointments

Answer appointment requests in chat and confirm changes by email.

Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.

Works with29 tools
Book Round Robin Meetings

Book meeting requests with an available colleague and reply with details.

Your meeting requests become round robin bookings, with an available host named in the confirmation email.

Works with10 tools
Send Appointment Confirmations

Send visitors their appointment time and review link.

Your visitors get appointment confirmation emails with the booked time and a review link. Your coordinator hears about conflicts before a confirmation goes out.

Works with26 tools
Send Working Booking Link

Reply with a checked appointment link for the intended provider.

Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.

Works with6 tools
Add Video Meeting Links

Correct virtual visit invitations that lack a video link.

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 visit confirmations against the calendar and draft replies.

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

Works with5 tools
Find Meeting Times

Find available appointment times for the right team member.

Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.

Works with5 tools
Send Appointment Confirmations

Confirm client visits without rewriting calendar details.

Your clients get clear appointment emails in their time zone, while your coordinator hears about missing details before anything goes out.

Works with6 tools
Send Appointment Confirmations

Confirm front desk bookings and flag details that need correction.

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
Send Chat Auto Replies

Reply to common visitor questions and flag sensitive chats for the owner.

Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.

Works with8 tools
Find Booking Link

Find the right provider's appointment link for a visitor note.

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 Video Meeting Links

Put a joining link in booked remote visit invitations.

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

Works with
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