AI-Agents for Scheduling in Consulting working with RingCentral

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

Draft replies to client introductions using notes on the people involved.

Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.

Works with24 tools

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

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

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

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

Post a video link when an engagement team needs to confer.

Get a fresh video meeting link in your team channel when a teammate asks to meet, with a calendar event ready for everyone to join.

Works with4 tools