Sales & Booking

A planned workflow for turning inbound enquiries into qualified, verified appointments.

For agency founders and sales teams handling repeated inbound enquiries.

What you provide

• Your approved services, qualification rules and business hours
• A connected business inbox, CRM and calendar
• The people authorized to review replies and receive leads

The planned workflow

1. Capture an inbound enquiry and check for duplicates.
2. Collect missing service, budget and timeline details.
3. Draft a reply grounded in your approved business information.
4. Ask for human approval before sending.
5. Check real calendar availability and verify the reserved event.
6. Hand off the enquiry and track attended, cancelled and no-show outcomes separately.

Permissions stay with you

• Read authorized enquiries, CRM records and calendar availability.
• Send only approved replies and book only an explicitly selected available slot.
• Stop follow-ups on reply, opt-out, booking or human takeover.

What a completed result includes

Limits and availability

No scraped cold-outreach lists, invented availability or automatic claims of attendance. Email, CRM and calendar connections are planned; none are available for customer use yet.

Joining early access records your interest. It does not create an active bot account, connect your tools or execute work. No payment is required.