Tools · Agents
Scheduling Agent
Proposes available times, books and reschedules meetings and sends reminders following your rules.
- Risk level: Medium
- Implementation complexity: Low
- Performs tasks
Departments and use cases
- Sales — Inquiries, qualification, research and meetings.
- Customer support — Tickets, e-mail, chat and common questions.
- HR — Policies, employee questions, schedules and documents.
- Operations — Orders, documents, processes and reports.
Human approval
Minimum: Approval before external actions
Nothing reaches a customer or system without approval.
Exceptions (key accounts, outside working hours) are routed to a person.
Where a person approves
- Meetings with external participants are confirmed before sending
Inputs
- Team calendars
- Meeting rules
- Requests from customers or employees
Outputs
- Meeting invitations
- Reminders
- CRM records (optional)
Prerequisites
- Rules for availability and meeting types
- Calendar access with limited permissions
Main risks
- Double or wrong bookings
- Invitations to the wrong recipient
Required data
Data from the system it works in
Integrations needed for implementation
- CRMContacts, deals and customer history.
- ERP and business systemsERP, accounting, HR, online store.
- E-mail, calendar and chatrequiredMailboxes, calendars and messaging.
CRM · E-mail · Calendar · HR system
Risk level
Medium
Works with personal data or acts externally — rules and review are needed.
Data: Contact details and calendars — only the fields that are needed.
Implementation complexity
Low
Dependencies: None
Example workflows
Illustrative examples — they show the order of steps, not a working integration.
From inquiry to meeting
- New inquiry
- Lead Qualification Agent
- Sales Research Agent
- Scheduling Agent
- Booked meeting recorded in the CRM
Want an agent for a specific process?
We'll agree the scope, data and approvals and suggest a realistic pilot.