AI-Agents for Scheduling in Consulting working with Microsoft Teams

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

Follow Up With Leads

Follow up on a prospective client's stated project need in the original thread.

Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.

Works with16 tools
Share Meeting Links

Post client meeting links in the project team's channel and confirm delivery.

Your group gets the meeting link and start time in its channel, and the organizer gets a reply confirming delivery.

Works with18 tools
Send Sales Follow-Up Emails

Ask prospective clients for the next step in an engagement discussion.

Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.

Works with19 tools
Choose Booking Links

Find the right consultant's link for a client meeting.

Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.

Works with8 tools
Find Shared Meeting Times

Find client session times when all assigned consultants can attend.

Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.

Works with7 tools
Share Booking Links

Check a consultant's booking page before sharing it for a client call.

Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.

Works with9 tools
Create Team Video Meetings

Create a team call for a live client issue and reply with its link.

Get a fresh joining link in the same private chat where you ask for a call, ready to share with your team.

Works with11 tools
Find Staff Booking Link

Find a consultant's direct meeting link for client scheduling.

Your colleagues get a direct booking link they can forward, with the meeting type clear before an invitee books.

Works with5 tools
Share Zoom Meeting Links

Share impromptu engagement call links with the consulting team.

Your team gets the Zoom join link in the channel you choose, and the host gets a message when the invitation goes through.

Works with7 tools
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