Smart Scheduling

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

Written By Jill Berkowitz

Last updated 4 months ago

Clerk Chatโ€™s AI agents can now handle your business scheduling end-to-end. Whether itโ€™s a phone call or a message, your AI agent can create, edit, update, or cancel meeting events automatically โ€” 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.

Hereโ€™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.