An AI admin assistant that confirms the appointment the moment it is booked, sends the reminder the day before, moves it to a slot that is actually free when the customer asks, checks in afterwards, and writes the note back to your CRM. On email, text, phone, website chat and social DMs, inside the hours you set.
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When the agent books a slot, it confirms it in the same reply, on the channel the customer used. Then a short sequence you wrote takes over: the reminder text the day before, from your own number through Twilio, Telnyx or one of seven other carriers, carrying the time, the address and the one thing they need to bring. Each step has its own delay, and nothing goes out on a day or at an hour you have not allowed.
The reminder carries the Reply STOP line and the sending window, and a reply of STOP is honoured on every channel at once. A reply of "can we make it later?" is not a stop. It is a conversation, and the agent has it.
Automated appointment confirmations are the easy half. The hard half is the customer who texts back "can we do Thursday instead?" at 9pm. The agent reads the connected calendar, whether that is Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho Bookings, Square Appointments or HubSpot Meetings, offers a few times that are genuinely open, and writes in the one the customer picks. It can only take a slot it actually offered, so it cannot double-book you or invent a time.
The new appointment is confirmed in the reply, and the booking and the cancellation are both logged against the contact. If a reschedule is something you want to see first, a rule in its instructions sends it to your inbox instead, with the agent standing down on that thread.
Connect HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber or one of the others and the agent works it like an assistant would: it reads the contact before it replies, so it knows what they bought and what is still open, and it writes bookings, cancellations and notes back to the record when the conversation is done.
The cookie, the email address, the phone number and the social handle belonging to one person are merged into one contact, so a customer who booked by Instagram DM and confirmed by text is one row with one history, and the agent reads all of it before it writes a word.
Every confirmation, reminder, reschedule, follow-up and note is stored against the person it concerned, alongside the material the agent used to write it. When a customer says "nobody told me the time changed", the message and its timestamp are there.
The dashboard counts people, not messages: how many the agent reached, how many replied, how many booked, and the value of the appointments it kept in the diary against a goal you set with a dollar figure.
Every business that books appointments has the same list of small jobs. Confirm the booking. Remind them the day before. Move it when they ask. Check in afterwards. Write down what happened. None of them is difficult and none of them is optional, and in a small team they belong to whoever is least busy, which on most days is nobody. So the reminder goes out late, the reschedule becomes a phone call nobody returns, and the note that says "wants a quote for the back fence" is never written. An AI admin assistant exists to do exactly that list, on every appointment, without being asked.
Bold Agent Kit gives you one agent that works your messages, your calendar and your CRM. It answers the enquiry, offers real open slots and books the one the customer picks. It confirms the booking in the same reply. Then a sequence you wrote takes over: the reminder text the day before, the "how did it go?" note two days after, the review request a week on, each step on its own delay and inside the hours you set. When the customer replies to any of it, the agent reads the whole history, answers from the material you gave it, and moves the appointment if that is what they asked for.
It is not a general assistant. It does not file expenses, draft your board paper or tidy your Drive. It works the three things that actually generate the routine: the conversations arriving on email, text, phone, website chat and eleven social DM platforms; the calendar those conversations have to be checked against; and the CRM record where the outcome belongs. Connect Google Calendar or Microsoft 365, or a booking tool such as Calendly or Acuity, and HubSpot, GoHighLevel, Jobber, Housecall Pro or ServiceTitan, and this AI scheduling assistant reads them before it writes and updates them when it is done.
It costs $25 a month for the whole account, or $200 a year, with unlimited agents and unlimited contacts. The model runs on your own API key with any of sixteen providers, and your carrier bills you for the texts and calls, both at cost and both usually a few dollars a month. Nothing is charged per message, per minute or per seat, so a busy week of reminders costs the same as a quiet one.
The appointment was booked and the customer meant to come. Four things go wrong between the booking and the note in the CRM, and none of them is hard.
The day-before reminder is the cheapest no-show prevention there is, and it is the message most often skipped, because the day before is always busy with the day itself. When it does go, it goes at 6pm from whoever remembered, in whatever wording they had time for.
"Can we do Thursday instead?" arrives by text at 9pm. Somebody reads it in the morning, checks the diary, offers two times, waits for the reply, and writes it in the next day. Meanwhile the original slot is still held and the customer has half-decided to go elsewhere.
The visit happens and the thread goes quiet. The follow-up that would have found the second job, the referral or the review is the message nobody in a small team ever has the afternoon for, so the customer who was pleased says so to no one.
"Wants a quote for the back fence" was said on the phone and lives in one person's head. The CRM says the appointment happened, and nothing else, so the next conversation starts from scratch and the customer repeats themselves.
You build the admin assistant once. From then on it works every conversation you connect it to, checks the calendar before it promises anything, and writes the outcome back where it belongs.
The agent is given your real open slots for the week ahead and offers a few of them. When the customer picks one, that choice is checked against the slots that were offered, written to your calendar, and confirmed in the reply. A confirmation is not a separate job. It is the last sentence of the booking.
The reminder the day before, the check-in after, the review request a week on. Each is a step in a sequence with its own delay and send condition, sent inside the days, hours and time zone you allowed, from your own number and mailbox. It stops on a reply, a new booking or an opt-out on any channel.
Bookings, cancellations and notes are written back to the connected CRM, and every message is stored with the material it was generated from. The DM, the email address and the phone number for one person are one record, so the history is complete and the agent reads all of it before it replies.
Confirmations and reminders come from the mailbox and the number on your website, not from a third-party domain a customer has never seen. Connect Gmail or Outlook with an app password, or any other mailbox as an SMTP and IMAP host, and the agent sends and reads replies through it. Texts go out on your own number through one of nine carriers. Each mailbox carries a health score out of 100, and one that starts bouncing is rested from campaign rotation automatically before it damages the domain.
Every reminder text carries the sending window and the Reply STOP line, and every campaign email carries a one-click unsubscribe. An opt-out on one channel ends the sequence on all of them and cancels anything already queued to that person. The sequence is created as a draft and shows the whole plan before it starts. It sends nothing until you press Start.
Each one answers a problem above, and each one runs without anybody remembering to do it.
A booking made at 10pm is confirmed at 10pm, on the channel it was made on, with the time and the address. No "we will send confirmation in the morning".
The day-before text goes to every customer on the list at the hour you chose, in the wording you wrote. It does not get skipped because Tuesday was busy.
A reschedule is offered from the live calendar and written in only if it was one of the times offered. No double booking, no invented Thursday.
Bookings, cancellations, notes and every message, on one row per customer, written to the record you already use.
Every confirmation, reminder, reply, reschedule and note is recorded against a person and reported as a funnel, per agent and across all agents. This is the part that tells you whether the reminder actually reduces the no-shows.
The funnel counts people rather than messages: how many the agent reached, how many replied, how many went on to visit your site, and how many booked or converted, with the value won and the median time it took. Set a goal with a dollar figure for a kept appointment and your appointment reminder automation reports what it was worth, not just how many texts it sent.
Below the funnel, a channel table shows where each customer first made contact and which channel they were on when they booked, so you learn whether it is the text or the email that gets the reply. One row per person shows every message, visit, call and booking in order. Visit triggers close the loop: when a known customer returns to your pricing page or your booking page and leaves, the agent can tell you, or follow up after a delay on the channel they last used.
Built from the cookie, email address and phone number attached to that contact, so activity months apart on different channels appears on one row.
Page goals and visit triggers require a one-line snippet on your website. Conversations, bookings and manually marking a deal won work without it.
Each of these is usually a person's afternoon, a separate tool or a separate subscription, and most of the tools are priced per contact, per message or per seat. Here they are one plan.
| The job | What it normally takes | Bold Agent Kit |
|---|---|---|
| Confirming every booking on the channel it came in on | A receptionist, or a template sent when someone remembers | Included |
| The reminder the day before | A reminder app, priced per contact or per message | Included, on your own number |
| Rescheduling against the live calendar | Three phone calls and a diary | Included, real slots only |
| The "how did it go?" follow-up | Nobody, in most businesses | Included |
| Writing the note back to the CRM | The same person, at the end of the day, from memory | Included, on the record |
| Answering "what time was it again?" at 9pm | An answering service, or the morning | Included, from your calendar |
| Honouring opt-outs and sending hours | A spreadsheet and good intentions | Included, enforced on every channel |
| The fee | A virtual assistant by the hour, or three tools by the seat | $25 a month for the account |
Bold Agent Kit is $25 a month, or $200 a year, for the whole account: every agent, every channel, every customer, no seat tiers. The only other costs are your carrier's, for texts and calls, and your AI provider's, typically a few dollars a month.
The same agent covers all of these. Many accounts run one per location, one per client, or one per kind of appointment.
A plumber, a cleaning firm, a landscaper, a mobile mechanic. The agent books the job into Jobber, Housecall Pro or ServiceTitan, or straight into the calendar, confirms it on the channel the customer used, reminds the day before, moves it when they ask, and writes the note afterwards.
A dental practice, a physio, a consultancy that sells by the appointment. The agent confirms with the time and what to bring, reminds the day before, and answers "where do I park?" and "what does it cost?" from your material at any hour, so the front desk is not the only place that knows.
An agency running the admin for several businesses. One agent per client, each with its own mailbox, number, calendar, CRM and knowledge base, and nothing shared between them. Invite the client into their own agent and they see their bookings, their threads and their numbers, and nothing else.
Connect the tools you already run and the agent works them like an assistant would: it takes appointments straight into your calendar, writes notes and outcomes back to the CRM, and reads your store to see what somebody has bought before it answers them.
Bookings are real, not guesses. It is only ever given slots that are genuinely free, and it can only take one it actually offered — so it cannot invent a time or double-book you. The same connection pulls a segment of past customers into a list when you want to run a campaign at them.
HubSpot
GoHighLevel
Housecall Pro
ServiceTitan
Jobber
Google Calendar
Microsoft 365
Calendly
HubSpot Meetings
Zoho Bookings
Acuity
Cal.com
Square
Stripe
Shopify
WooCommerce
Wix
SquarespaceEach agent uses a model on your own API key, in the same way it sends from your own mailbox and your own phone number. Sixteen providers are supported: OpenAI, Anthropic, Gemini, xAI and Mistral; DeepSeek, GLM, Kimi, Qwen and MiniMax; Groq, Together, Fireworks and OpenRouter; and Ollama or any other OpenAI-compatible endpoint you host yourself.
Bring your own credentials and you own the whole stack: your model provider, your mailboxes, your carrier, your CRM. We charge for the software and nothing else — no token markup, no metering, no credit packs — so your provider bills you direct at their rates, usually a few dollars a month per agent.
OpenAI
Anthropic
Gemini
xAI
Mistral
DeepSeek
GLM
Kimi
Qwen
MiniMax
Groq
Together
Fireworks
OpenRouter
Ollama
Any OpenAI APIA new address sending forty cold emails a day gets filtered, and takes the domain with it. Mailboxes that opt into warm-up send each other ordinary mail on a ramp, starting at five a day. The receiving mailbox finds each message, moves it out of spam if it landed there, marks it read and replies to a share of them.
Each mailbox carries a health score out of 100 — SPF, DKIM and DMARC on the sending domain, seven days of real sends and bounces, and where its own warm-up mail is landing — with the reasons listed. A mailbox whose bounce rate or spam placement passes a threshold is pulled out of campaign rotation automatically, before it damages the domain.
Three steps. A reminder sequence is created as a draft and shows you the whole plan, every customer and every step, before it sends anything.
Name it, choose a model and paste your API key. Then give it what it needs to handle an appointment: your address and parking as data points, your hours, your cancellation terms, the Q&A pairs for "what should I bring?" and "how long does it take?", and the pages of your site it may link to, such as the booking page and the directions.
Write the instructions last: how it confirms, what it says the day before, what it asks afterwards, and the situations in which it should fetch you. A complaint, a request to cancel altogether and anything about money are the usual three.
Add the mailbox customers write to, a number for texts and calls, the chat snippet for your website, and the social accounts where bookings arrive. Then the calendar, so it can offer real slots, and the CRM, so it reads the contact before it answers and writes the outcome after.
Each connection runs on your own account. The reminders come from your number, the bookings land in your diary, and the notes go into the CRM you already pay for.
Switch inbound on so it answers and books what arrives. Then build the sequence: the reminder step, the follow-up step, the review request, each with its own delay, inside the days, hours and time zone you set. Read the whole plan on the review screen. Nothing leaves until you press Start.
Then watch the inbox. Reschedules are handled by the agent; the requests you named come to you; a new booking or an opt-out ends the sequence. Pause it at any point and resume it later.
One account runs unlimited agents, one per client, and nothing is shared between them. A knowledge base belongs to a single agent, and content from one agent is never used to generate replies for another.
Invite a client by email address and they get their own login, which opens onto the one agent you gave them: its conversations, its numbers, its analytics and a reply box. They cannot see your other clients, your API keys, your settings or your billing. Access is deny-by-default.
No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.
| Agents | |
|---|---|
| How many | Unlimited — one per business, brand or job |
| Shared brain | The same identity, instructions and knowledge on every channel |
| Knowledge base | Documents, Q&A pairs, data points and pages of your own site |
| Isolation | One agent's content is never used to reply for another |
| Client seats | Invite a client into one agent, with their own login |
| Channels | |
| As many mailboxes per agent as you connect, rotated by campaigns | |
| Text messages | Nine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend |
| Phone calls | Answering and dialling, with recordings and transcripts |
| Transcription | Google, or Deepgram nova-3 on your own key |
| Voices | Google, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account |
| Voice cloning | Record a voice in the browser and clone it on your ElevenLabs or Fish Audio key |
| Website chat | A widget on your site with your colour, image and greeting |
| Social DMs | Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X |
| Inbox | |
| One list | Every channel's conversations together, newest first, tagged by channel |
| Filters | By channel, by mailbox or number, or by agent |
| Takeover | Reply yourself and the agent stands down on that thread |
| Hand back | Return the thread to the agent when you are done |
| Campaigns | |
| Multichannel sequences | Email, text and call steps in one campaign, each with its own timing |
| Send conditions | Send a step only if they opened, did not open, clicked or did not click |
| Schedule | The days, hours and time zone anything may be sent |
| Stop rules | A reply, a booking or an opt-out on any channel ends the sequence |
| Pacing | Per-mailbox and per-number hourly limits, pausable and resumable |
| Review before start | The full plan is shown; a campaign sends nothing until you start it |
| Templates | Email, text and call scripts, saved once and reused |
| Analytics | |
| Funnel | Reached, replied, visited, converted, plus value won and time to convert |
| By channel | Where each person started, and the channel they converted on |
| Pages | Which pages known people read, and how many of them converted |
| Journeys | One row per person: every message, visit, call and booking in order |
| Goals | A page rule or a manual "won", each with a dollar value |
| Triggers | A known person returns to a page — notify you, or send a follow-up |
| Open and click tracking | Recorded per campaign and added to that person's history |
| Integrations | |
| Calendars | Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings |
| CRMs and commerce | HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace |
| Booking | Real open slots offered, and only an offered slot can be booked |
| CRM import | Import a segment of customers into a contact list |
| Deliverability and compliance | |
| Mailbox warm-up | Ramped sending across the network, with spam rescue and replies |
| Health score | SPF, DKIM, DMARC, bounce rate and inbox placement, with reasons |
| Auto-rest | A failing address is removed from rotation automatically |
| Unsubscribes | One click, honoured automatically, including on queued mail |
| Reply limits | One reply per thread, per-sender daily and per-channel hourly caps |
| Filtering | Bounces, out-of-office and no-reply addresses ignored |
| List building | |
| Contact extraction | Emails, phone numbers and social profiles, on any site. Unlimited. |
| Deep scan | Follows the pages of a domain most likely to carry contact details |
| Domain queue | Load a CSV of sites and work through them one at a time |
| Contacts and lists | Unlimited, by email or phone, with CSV import and export |
| AI | |
| Your own key | Sixteen providers, including any OpenAI-compatible endpoint you host |
| What we charge for AI | Nothing — no markup, no metering, no credit packs |
| On calls | Uses your provider's fastest model automatically |
| Account | |
| Platforms | Chrome side panel and web dashboard on one login |
| Members' forum | Six boards, visible only once you are signed in |
| Referral program | $50 a year per referral ($5 a month), recurring for the life of the account |
| Support | support@boldagents.co |
No credit card to start. Billed monthly. No add-ons, no seat tiers. Cancel anytime.
No credit card to start. $16.67 a month, billed once a year. No add-ons, no seat tiers. Cancel anytime.
It works messages, calendars and CRM records, and nothing else. On the channels you switch it on for, it answers genuine incoming messages from the knowledge base you gave it, offers real open calendar slots and books the one the customer picks, confirms it in the reply, runs the reminder and follow-up sequence you wrote, and writes bookings, cancellations and notes back to the connected CRM. It replies once per thread, respects a daily cap per sender and hourly caps per channel, and ignores bounces, out-of-office replies and no-reply addresses. It does not file expenses, draft documents or manage your email folders. It is an assistant for the customer-facing routine, not a general one.
It books. The agent is given your real open slots for the week ahead and offers a few of them. When the customer picks one, that choice is checked against the slots that were offered, written to your calendar, and confirmed in the reply. It cannot book a time that was not free, and it cannot cancel an appointment it was not shown. Google Calendar, Microsoft 365, Calendly, Cal.com, Acuity, Zoho Bookings, Square Appointments and HubSpot Meetings are all supported, and the booking is recorded against the contact alongside every message that led to it.
Yes. A reminder is a step in a sequence, with its own delay and its own send condition, sent from your own number or mailbox inside the days, hours and time zone you set. Write the reminder once as a template with the appointment details filled in, and every customer on the list gets it at the hour you chose. A text reminder carries the Reply STOP line, an email reminder carries a one-click unsubscribe, and a reply of "can we make it later?" is answered by the agent from the live calendar rather than landing in an inbox nobody reads until the morning.
The agent reads the connected calendar, offers a few times that are genuinely open, and writes in the one the customer picks. It can only book a slot it actually offered and it cannot cancel an appointment it was not shown, so it cannot double-book you or lose a booking it did not know about. The new time is confirmed in the reply, and both the cancellation and the booking are logged against the contact. If you would rather see reschedule requests first, say so in its instructions and they come to your inbox with the agent standing down on that thread until you hand it back.
Calendars: Google Calendar, Microsoft 365, Calendly, Cal.com, Acuity, Zoho Bookings, Square Appointments and HubSpot Meetings. CRMs and commerce: HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix and Squarespace. With a CRM or store connected, the agent reads what a contact bought and what is still open before it replies, writes bookings, cancellations and notes back afterwards, and can pull a segment of customers into a contact list for a campaign. CRM automation here means the record is updated by the conversation itself, not by somebody typing it up at the end of the day.
Every handle seen for a contact, whether a browser cookie, an email address, a phone number or a social account id, is attached to one record. When a new handle turns out to belong to an existing contact, the two records are merged and the history moves across. That single record is what the agent reads before it replies, so a customer who booked on website chat and rescheduled by text is not asked to repeat themselves, and it is what the journey view shows: every message, visit, call and booking for that person, in order, on one row.
Yes, in any thread, on any channel. Every conversation lands in one inbox, newest first, tagged with the channel and the agent. Reply yourself and the agent stands down on that thread so it never talks over you; hand the thread back when you are done and it picks up where you left it. You can also tell it in its instructions which situations to hand over without waiting, such as a complaint, a cancellation or a question about a refund. Those arrive in your inbox with the agent already standing down, and the whole history is on the thread so you do not have to ask what happened.
$25 a month or $200 a year for the whole account, with a 14-day free trial, unlimited agents and unlimited contacts. There is no per-message, per-minute or per-seat charge. The model runs on your own API key with any of sixteen providers and is billed to you by that provider at cost; your carrier bills you for texts and calls in the same way. For an AI administrative assistant sending a reminder a day to a few dozen customers and answering their replies, both are usually a few dollars a month, and a busy month costs no more from us than a quiet one.
One subscription, unlimited agents. Most accounts run several, one per job.
Connect the calendar, write the confirmation and the reminder, read the plan, press Start. Every appointment is confirmed, every customer is reminded, and every note ends up in the CRM.
14-day free trial · No credit card · Cancel anytime