AI-Agents for Scheduling in Request Intake working with Microsoft Exchange

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Book Group Session Places

Keep group session rosters within capacity as requests arrive.

Keep your group session roster current as requests arrive, and give confirmed visitors the time and joining details they need.

Works with44 tools
Manage Client Appointments

Check availability before booking or changing client appointments.

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

Works with29 tools
Resend Meeting Invitations

Resend corrected invitations for changed remote bookings.

Guests get the current video link in their meeting invitation, and you get an email showing what changed.

Works with25 tools
Book Meetings From Email

Book meeting requests and answer upcoming schedule questions.

Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.

Works with10 tools
Schedule Caller Appointments

Match caller requests to open staff times and confirm bookings.

Your callers and staff get the same confirmed time and location after you email the caller's preferred times.

Works with10 tools
Send Meeting Invitation

Send one added guest the latest invitation from the calendar.

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
Update Meeting Invitations

Match change requests to meetings and send revised invitations.

Your meeting invitation carries revised joining details, and your colleague gets a reply showing which guests were included.

Works with7 tools
Book Round Robin Meetings

Fill open team meeting slots from emailed requests and send confirmations.

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

Works with10 tools
Book Virtual Client Meetings

Book client video calls in the host's open calendar time.

Your client meeting requests become calendar bookings with private video links, and clients get the details by email.

Works with6 tools
Send Meeting Times

Match host openings to guests' local work hours and return booking links.

Get bookable options in your guest's work hours, with links ready to forward when you schedule a meeting across time zones.

Works with9 tools
Book Client Appointments

Reserve open appointment times and offer alternatives when calendars conflict.

Your clients get confirmed appointments and meeting links, or available times when their requests conflict with your schedule.

Works with6 tools
Book Group Meetings

Find a time every required attendee and a suitable room can make.

Get group meetings on the calendar with a room that fits, then send the coordinator confirmed details once the room accepts.

Works with6 tools
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