Scheduling Meeting Rules

This feature gives the sales/marketing teams more opportunities to engage with and convert leads as per their availability.

Also, most of the competitor virtual assistant agents provide this feature to increase lead engagement opportunities.

Currently, the basis for scheduling is:

• Different sets of sales/marketing executives can be configured for different products/projects and geographies/timezones

• Slots searched by referring to MS Outlook calendars of configured executives based on free/tentative slots within office hours in a round robin fashion.

• Capability to configure the no. of days for which timeslots should be searched and the number of timeslots to be provided/day to the visitor

• Send meeting invites along with the agenda to the prospect and to the concerned sales/marketing executive

Good to have:

• Skill-Based (Best Agent) for scheduling meetings

• Integration with other calendars such as Google calendar to search for time-slots

• Instead of round-robin, executives with max free timeslots can be considered while providing time-slots to the visitor

• Automate follow-up and rescheduling for ghosting and meeting no-show leads