Capability • Scheduling
Book meetings at the moment of intent.
Reduce friction with real-time availability, qualification-first flows, and smart assignment — all synced to CRM with the full conversation context.
Step 1
Show real-time availability (correct timezone + buffers).
Only show slots that truly work. No double-booking, no confusing calendars, no manual back-and-forth.
What you get
Timezone-aware availability
Buffer rules + working hours
Fast rescheduling and fallback options
Step 2
Qualify first — then book.
Ask 2–3 questions before offering a calendar. Higher quality meetings, fewer no-shows, better rep time.
What you get
Qualification questions before booking
Collect use-case + urgency + team size
Send richer context to reps automatically
Step 3
Assign to the right rep automatically.
Book with the right owner based on territories, teams, round-robin, or availability — your rules.
What you get
Territories + team rules
Availability-aware assignment
Fallback when reps are offline
Step 4
Sync everything to CRM with full context.
A meeting alone is not enough. Push the conversation summary, routing reason, and visitor context.
What you get
Create leads + meetings automatically
Attach visitor + page context
Keep Slack + CRM aligned
Turn scheduling into conversion.
Pair Scheduling with Routing + Signals to create a complete inbound revenue flow.