AI-Agents for Appointment Scheduling in Financial Services working with Microsoft Office 365
Book appointments, send confirmations, reschedule visits. Every one is ready to run, and you can adjust it in plain language.
Send Team Booking Links
Send a shared client meeting link with the staff it can assign.
Give colleagues the right team booking link to forward, with clarity on which staff can take the meeting.
Works with
5 tools
5 tools
Send Working Booking Link
Confirm a client meeting link for the same advisor and meeting type.
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
6 tools
Find Booking Link
Match a client consultation to the right advisor'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.
Works with
8 tools
8 tools
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