Your AI Calls Anyone, Anytime, For Any Reason
A full outbound call scheduling engine. Define WHO to call, WHEN to call them, WHAT to say or ask, and WHAT to do with the response. Every call is logged, transcribed, and synced to CRM.
4 Core Modes
What the AI Agent Can Do on Every Scheduled Call
Each call can collect data, deliver a message, run a survey, or complete an action. Choose the mode that fits your goal.
Collect Mode
AI calls a contact and gathers specific information through natural conversation. Answers are structured, logged, and synced directly to the CRM record.
"Hi Mrs. Johnson, before your dental appointment tomorrow I have a few quick questions to update your file. What insurance are you currently using?..."
Deliver Mode
AI calls and delivers a specific message — confirmation, reminder, alert, announcement, or notification. Logs whether the call was answered, went to voicemail, or was declined.
"Hi Mike, this is a reminder from ABC Plumbing — your technician will arrive tomorrow between 2–4pm. Press 1 to confirm or 2 to reschedule."
Survey Mode
AI conducts a structured voice survey — asking a series of questions, recording responses, scoring answers, and generating a summary report with aggregate insights.
"Hi, we recently completed a service at your home. On a scale of 1–5, how satisfied were you? What could we have done better?..."
Action Mode
AI calls with a specific goal — book an appointment, collect a payment, confirm a renewal, get a referral. Uses conditional logic to handle yes/no/maybe responses and takes action in real-time.
"Hi Sarah, your annual HVAC checkup is due. I can book you right now — would Tuesday at 10am or Thursday at 2pm work better for you?"
Campaign Builder
5-Step Call Campaign Builder
No code, no developers. Build a fully automated outbound call campaign in minutes.
Choose your contact list
Upload a CSV, sync from your CRM, pull from your existing customer database, or define a dynamic filter ("all customers who haven't booked in 90 days").
Define the call goal
Choose the mode (Collect / Deliver / Survey / Action) and write what the AI should say and ask. Use variables like [customer_name], [last_service_date], [technician_name] for personalization.
Set the schedule + trigger
Run once, on a recurring schedule, or triggered by an event. Set call windows (only call Mon–Fri 9am–6pm), retry logic (retry 2x if no answer, wait 4 hours between attempts), and timezone handling.
Define what happens with the response
If they say yes → book appointment automatically. If no → add to follow-up list in 30 days. If no answer → send SMS fallback. If they provide data → sync to CRM field. If sentiment is negative → alert the owner immediately.
Review results in real-time
Live dashboard shows: calls placed, answered, voicemails, declined, bookings created, data collected, sentiment scores. Export full transcripts. Every call automatically logged in CRM.
Smart Triggers
What Can Automatically Fire a Scheduled Call
Set it once, and the right call fires at the right time. No manual intervention needed.
Date & Time
Call every customer on their birthday, anniversary, or X days before/after a specific date.
Weather Event
Heat advisory → call HVAC list. Storm warning → call roofing list. Freeze alert → call plumbers.
CRM Stage Change
When a job hits "Complete" → call for review. When lead goes cold → re-engagement call.
Inactivity Timer
No visit in 90 days → call. No booking in 6 months → re-engagement. Annual service due → reminder.
Sentiment Alert
If previous call sentiment was negative → escalate to owner call. If NPS < 7 → service recovery call.
Webhook / API
Any external system can trigger a call — new form submission, payment received, contract signed.
Recurring Schedule
Every April call all HVAC customers. Every October call all dental patients. Set once, runs forever.
Form Submission
New lead fills web form → AI calls within 60 seconds. Speed-to-lead is the #1 conversion factor.
Data Collection
What the AI Can Collect on a Call
Every response is structured, logged, scored, and synced to the CRM. No manual data entry.
Intake & Qualification
- Name, address, phone confirmed
- Insurance provider + policy number
- Medical history answers
- Lead qualification score
- Budget range
- Timeline / urgency
Feedback & Satisfaction
- NPS score (1–10)
- Service quality rating
- Technician performance
- What went well / what didn't
- Would recommend? Y/N
- Verbatim comment (transcribed)
Scheduling Data
- Preferred appointment day/time
- Service address confirmation
- Access instructions
- Pet/gate/alarm info
- Service type needed
- Urgency level
Sales & Intent
- Ready to buy? Y/N/maybe
- Competing quotes received
- Decision maker confirmed
- Upsell interest Y/N
- Referral willing? Y/N + name
- Payment method preference
Use Cases by Industry
Real-World Scenarios Businesses Use Every Day
From home services to healthcare to law firms — the Call Scheduler adapts to any business that relies on customer communication.
HVAC, Plumbing, Electrical, Roofing
Home services — highest volume use cases
Dental, Medical, Mental Health, Chiropractic
Healthcare — HIPAA-compliant once BAAs done
Law Firms, Financial Advisors, Insurance
Professional services — data collection is critical
Restaurants, Salons, Gyms, Spas, Retail
Consumer businesses — loyalty and re-engagement
Property Management, Real Estate, Moving
High-value transactions — timing is everything
Ready to Put Your Outbound Calls on Autopilot?
AI Call Scheduler is included on Pro plans. Start your 14-day free trial and launch your first campaign in minutes.