The first message is sent to “John”, letting them know you’re reaching out to discuss life insurance and asking if they’re available to talk next week.
John responds with an affirmative answer, and proposes a day.
AgentAI will review your calendar for Thursday of next week, and then propose two open time slots on the selected calendar.
John confirms that one of the proposed times will work with him.
AgentAI will add John to your calendar for next Thursday at 1pm, and then add him to the automated workflow to confirm his appointment (and send reminders as the appointment gets closer).
The first message is sent to “John”, letting them know you’re reaching out to discuss life insurance and asking if they’re available to talk next week.
John responds with an affirmative answer, and proposes a day.
AgentAI will review your calendar for Thursday of next week, and then propose two open time slots on the selected calendar.
John confirms that one of the proposed times will work with him.
AgentAI will add John to your calendar for next Thursday at 1pm, and then add him to the automated workflow to confirm his appointment (and send reminders as the appointment gets closer).
Setting up AgentAI is quick and easy! It only takes 15 minutes to configure the Ai's personality, the calendar it should read, the opening message, and common FAQs. Sign up for a 14-day free trial to Agent CRM and follow our step-by-step training videos.
Yes! The AgentAI was built by InsuranceAI but is easily adaptable for any industry, any salesperson, and any situation where you want the prospect to set an appointment.
Yes, AgentAI & Agent CRM syncs with your Google and Outlook calendars to prevent double-booking and conflicts, ensuring a smooth scheduling experience.
AgentAI uses natural language and AI to generate responses based on the prospect's reply. It can interpret the prospect's intent and offer available time slots from your calendar. Once a time is confirmed, AgentAI adds the appointment to your calendar and sends a confirmation to the prospect.
"Natural language" refers to the language used by humans to communicate with each other. Natural language processing (NLP) is a branch of AI that focuses on enabling computers to understand, interpret, and generate human language. This allows your AgentAI to interact with your prospects in a more natural and intuitive way, by understanding and generating human language in a way that is similar to how we speak it.
Absolutely! AgentAI can manage dozens or even hundreds of conversations at the same time, keeping track of all ongoing discussions so you can focus on running appointments.
The goal of the AgentAI is to book an appointment. After the appointment is booked, the bot is turned off for that specific lead and it will stop responding.
Tell your AgentAI to confirm the time zone before booking the appointment! Use the "OpenAI Prompt" custom value to give this command. Learn more here.
Be sure your Round Robin Calendar is assigned to a calendar Group! After this, it will work. Learn more here.
The AgentAI engine is included in your Agent CRM account at no additional cost! Sign up now and set up your free trial for Agent CRM to start using AgentAI. Please note that while many AI communication channels are free to use, interactions through some carrier services such as text or email may incur a minimal carrier fee.
If you already have an Agent CRM account, simply log in and follow our free training course to set up and personalize your AgentAI.
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