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Management of Appointments and CRM

Simplify your appointment management and optimize your CRM with voice AI. Appointment management is often a source of friction: poorly adapted time slots, forgetfulness, last-minute cancellations… Our AI voice agent solution integrates perfectly with your CRM and calendar to automate the entire process of scheduling, confirming, and following up on appointments.

Introduction

Appointment management is a key feature of AI voice agents. They can automate appointment booking for various service providers such as healthcare professionals, salons, etc.

Integration is possible with Google Calendar, Outlook, cal.com, and other systems. For more advanced needs, CRM integration (such as GHL, Brevo, HubSpot, Monday, Salesforce) is available, allowing for seamless workflow connections.

Voice agents not only handle booking but also send email confirmations to clients and business owners. They can also send reminders via email or SMS/WhatsApp for appointments or court dates for law firms. This automation significantly reduces missed appointments (no-shows). Appointment status can be tracked, for example, in a backend dashboard.

Features of appointment management

The main features of the AI voice agent for phone call reception.

Prise de rendez-vous intelligente

L’agent IA consulte en temps réel les disponibilités et propose les créneaux optimaux.

Modification et annulation simplifiées

Les clients peuvent facilement modifier ou annuler leur rendez-vous, libérant immédiatement le créneau dans votre agenda.

Confirmation et rappels automatiques

Envoi automatique de confirmations et rappels par SMS, email ou appel vocal.

Gestion des priorités

Paramétrage intelligent pour optimiser votre planning selon vos priorités commerciales.

Advanced CRM Integration

Synchronisation bidirectionnelle

Toutes les informations collectées sont automatiquement intégrées à votre CRM (HubSpot, Salesforce, etc.).

Fiches client enrichies

L’agent IA collecte et structure les informations pertinentes pour enrichir les profils clients.

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Notes et transcriptions

Chaque conversation est transcrite et analysée, avec identification des points clés.

Suivi du parcours client

Vision complète des interactions avec chaque client, quel que soit le canal utilisé.

CRM Integrations

Integration with CRM systems is included in our offers. Here are some CRMs we work with.
Contact us for more information.

Management
dashboard

Our dashboard offers you a clear view of your activity:

  • Calendar, kanban, or list view of your appointments
  • Attendance and cancellation rates
  • Performance by appointment type or by sales representative
  • Customizable reports and data exports

Launch your voice AI experience

Discover our solutions

We offer different solutions based on your needs.

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Let’s talk about it!

Contact us to speak with a human 😉 and analyze your needs.

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Test our AI

Try our Voice Agent for free!

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