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      Book a Meeting

      This guide offers a streamlined approach to scheduling meetings using AI Voice Agents, which can save you time by automating appointment bookings and reminders. Scroll through the steps below to get started:

       

      Not a visual learner? No problem!
      Here’s a straightforward, step-by-step guide in text form:

      ⚙️ Pre-Requisites

      • Each sales representative must first integrate their calendar under User Integrations .

      • See the “User Integrations” guide for setup help.

      🛠️ Step-by-Step Setup Process

      1. Navigate to the Agent Configuration

      • Go to AI Voice > Agents on the SalesAi platform.

      • Either create a new agent or edit an existing one .

      2. Access the Call-to-Action Settings

      • Inside the agent’s setup, go to Step 3: Call Flow.

      • Scroll to the Call to Action section and toggle it on (will turn navy blue) .

      3. Configure the Primary Call to Action

      • Select “Book a Meeting” as the primary call to action.

      • Choose who the meeting should be booked with from the Booking With dropdown.

        • ✅ Only users who have connected their calendars will appear.

      • Check the box beside the person you want the AI agent to book meetings for .

      4. Set Additional Options

      • Input any 3rd Party Webhook if applicable.

      • Toggle on Double Call, if desired, to have the agent call twice if the first attempt fails .

      🕒 Meeting Settings Configuration

      5. Define Meeting Details

      • Add a Meeting Title (this is what the invite will say).

      • Choose the Timezone for scheduling.

      • Write a Meeting Description—recommended to include your Zoom/Google Meet/Teams link.

        • Refer to separate resources for creating recurring or non-expiring links .

      6. Set Availability Options

      • Duration: Set how long the meeting will be.

      • Notice Time: Minimum time before a meeting can be booked.

        • Example: If set to 1 hour, contacts can’t book a meeting starting less than an hour from now.

      • Buffer Time: Add a break before and after meetings to prevent back-to-back bookings .

      7. Customize Scheduling Days & Times

      • Select the days of the week and available hours the agent can book meetings.

      • Use the red trash icon to remove a day from your schedule .

      ✅ Key Takeaways

      • AI Voice Agents can fully automate the meeting booking process, making your team more efficient.

      • Calendar integration is required for the “Booking With” options to display users.

      • Flexible scheduling options let you control when and how meetings are booked.

       

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