No-shows that a reminder would have caught
The appointment was booked three weeks ago. Without a message the day before, a share of them simply do not turn up.
Use case / Admin assistantThe admin that gets done
The admin that gets done
because nobody has to do it.
Appointment confirmations, the reminder the day before, the reschedule when they cannot make it, the note in the CRM afterwards. An agent that runs the routine on your calendar and your CRM, and only fetches you for the parts that need a person.
- Text messages
- Phone calls
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The routine is what falls through
Nothing here is difficult. It is the volume and the timing that make it impossible by hand.
Reschedules that take four messages
"Can we move it?" "What works?" "Tuesday?" "Tuesday is full, how about Wednesday?" A slot is a slot; finding one should not be a conversation.
The CRM is three weeks behind
Notes and outcomes get written up when there is time, which is never. So the record is wrong, and everyone works from memory instead.
Follow-ups that depend on someone noticing
A customer comes back to the pricing page. Nobody sees it, so nobody follows up, and the moment passes.
What the agent does with the routine
Give it the calendar, the CRM and the rules. It runs the schedule and writes things down.
And reminds, on the channel they use
A sequence sends the confirmation, the reminder the day before and the "how did it go?" afterwards, each step on its own delay, on the days and hours you allow.
Against real open slots
When someone replies that they cannot make it, the agent offers times that are genuinely free and books the one they choose. It cannot book a time that was not free, and it cannot cancel an appointment it was not shown.
Notes and outcomes, in the CRM
With a CRM connected it writes bookings, cancellations and outcomes back against the contact, so the record is current without anyone typing it up.
Every event for every person, in order
The dashboard shows one row per person: every message, visit, call and booking in the order it happened. Set a goal with a value and it reports what the routine produced, not just that it ran.
Visit triggers close the loop. When a known contact returns to a page you named, the agent tells you, or follows up after a delay on the channel they last used.
The parts of an assistant that can be written as rules
Anything with a schedule, a slot or a record is a rule. The rest comes to you.
Days, hours and time zone
Nothing sends outside the window you set. A reminder due at 3am waits for 8am.
Eight calendars, real slots
Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square and HubSpot Meetings. It offers only what is free.
Ten CRMs and stores
HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix and Squarespace. It reads before it writes and writes after it acts.
You, for the exceptions
Anything it is told not to handle lands in the inbox with the agent standing down on it. Reply, and hand the thread back.
What you connect
The calendar the appointments live in, the CRM the notes should land in, and a mailbox and number to send from.
It works on accounts you already hold, so there is nothing to migrate.
Calendarthe one the appointments are in
CRMwhere the notes should go
Mailboxthe address the confirmations come from
Numberfor the reminder texts
Websitea one-line snippet, for visit triggers
Rulesthe sequence, the window, the hand-off
Before you sign up
Can it move an appointment without asking me?
Only to a slot that is genuinely free in the connected calendar, and only one it offered. It cannot cancel an appointment it was not shown. If you would rather approve moves yourself, write that in its instructions and those threads come to you.
Which CRMs does it write to?
HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, and the commerce platforms Stripe, Shopify, WooCommerce, Wix and Squarespace. Bookings, cancellations and notes are recorded against the contact.
Does it need access to my whole inbox?
It works from a mailbox you connect to it, with an app password for Gmail or Outlook or SMTP and IMAP details for anything else. It sends from that address and reads the replies that come back to it.
What about tasks that are not on a schedule?
The agent works messages, calendars and CRM records. It is not a general assistant that files your expenses. If the task has a trigger, a slot or a record, it is probably a rule; if not, it is probably yours.
Can I see what it did?
All of it. The inbox holds every conversation, the journey view shows every event per person in order, and every reply is stored with the material it was generated from.
The same agent, on other jobs
One subscription, unlimited agents. Most accounts run several, one per job.
The reminders go out tomorrow.
Connect the calendar and the CRM, write the sequence, and stop being the person who remembers.
7-day free trial · Cancel anytime