Consultation Scheduling AI Agent
by Druid AI
Summary
Books paid consultations end-to-end—reads calendars, proposes times, confirms attendees, and sends invites & reminders automatically.
Description
Triggered from the qualification flow or direct request, the agent checks availability for the right rep, proposes slots (time-zone aware), handles reschedules/cancellations, and writes the meeting to the calendar with a summary of the prospect’s context. Optional: route through payment/approval before confirming.
Features
- Calendar lookup (Google/Microsoft) with constraints & buffers
- Smart slot proposals (time-zone aware, business hours, priorities)
- Attendee collection, confirmations, reschedule/cancel flows
- Calendar event creation with agenda & intake summary
- Reminders & prep emails; meeting notes handoff to CRM
- Optional: gated by payment or manager approval
ROI & Benefits
- No human back-and-forth to find a time
- Fewer no-shows via reminders & clear prep notes
- Seamless handoff: reps get context, prospects get clarity
- More consultations booked from the same traffic
Prerequisites
- ["DRUID tenant & bot","Calendar connector (Google/Microsoft)","CRM connector (optional, for notes/opportunities)","Email/SMS provider for confirmations & reminders"]
Integrations
Availability rules & routing (round-robin, skills)Calendar & CRM mapping; notification templatesPrompt flows for reschedule/cancel & edge casesUAT with test calendars; runbook & SOPs
Services
- scheduling, calendar, consultations, reminders, crm, timezone, routing
Found in Solutions (0)
This agent is not part of any published solutions.