Smart Scheduling

Book, update, and cancel meetings, all through voice and text.

Written By Jill Berkowitz

Last updated 3 months ago

Clerk Chat’s AI agents can now handle your business scheduling end-to-end. Whether it’s a phone call or a message, your AI agent can create, edit, update, or cancel meeting events automatically β€” no manual coordination required.

From conversation to calendar

Your AI agent connects to your business calendar to find available time slots and create personalized event invites.

Here’s an example of what that looks like in action:

  1. A customer calls your business to schedule an appointment or demo.

  2. The AI agent asks for their name, email address, and time zone.

  3. The customer can request a specific date and time, or the AI agent can suggest open slots.

  4. The AI agent reads back the information for confirmation.

  5. Once confirmed, the AI creates a calendar invite and sends it to the verified email address.

All of this happens in real time, over voice or messaging.

Smart built-in features

  • Email verification: The AI agent confirms and spells back the email address to ensure accuracy before sending the invite.

  • Automatic agenda creation: Based on the conversation, your AI agent generates a custom meeting agenda to include in the calendar invite.

  • Calendar integration: Works seamlessly with your existing business calendar.

A next-level experience with voice and RCS

Combine AI and RCS for an even smoother scheduling flow.

  • A customer calls to book a demo. The AI agent confirms details and finalizes the invite over voice.

  • The AI then sends a follow-up message via RCS with the same calendar invite.

  • The customer simply taps to add it to their calendar.

Why AI scheduling assistance is useful

Save your team time and eliminate back-and-forth. AI agents confirm, schedule, and personalize every appointment, all while delivering a fast, frictionless experience for your customers.