Outreach · Use case
Appointment setting
Turn interested replies into booked meetings in minutes, with reminders that cut no-shows.
Appointment setting · flow
Click a step to preview what the customer sees.
Skyline Estates
Email · step 1 of 4
Reply · “Sounds interesting”
Positive reply detected by the AI agent.
Email · preview
reply to booked
6 min
no-shows
−41%
positive replies booked
62%
industries use it
4
Real estate, Banking & fintech and more
i
Typical results once this playbook is live. Yours will depend on your audience and offer.
Industries that run this playbook
Real estate
Services
Qualify portal leads in minutes and book site visits automatically.
See how it works→
Banking & fintech
Financial
Onboarding, KYC nudges, collections and alerts, with compliance on by default.
See how it works→
Insurance
Financial
Quotes, renewals and claims updates customers don’t have to chase.
See how it works→
SaaS & B2B software
B2B
Signals, outbound, onboarding and renewals on one account record.
See how it works→
How it works, step by step
Reply
“Sounds interesting”
Positive reply detected by the AI agent.
Offer
Instant slots
Here are 3 times that work for Aarav this week.
Remind
Reminder on WhatsApp
See you tomorrow at 11am. Here’s the meeting link.
Show
Meeting held
Notes and next steps saved on the deal.
Guardrails applied automatically
✓Consent checked
Each step checks opt-in for its channel before sending.
✓Quiet hours
Nothing marketing-related at night in their time zone.
✓Frequency cap
Counts toward the weekly limit per person.
✓Exit on goal
The flow stops the moment the goal is met.
Channels in this playbook
Features that power it
AA
AI agents
CRM & AI
Sales, support and success agents that read the full timeline and act at the autonomy you set.
Explore the feature→
MS
Multichannel sequences
Outreach
Email, LinkedIn, WhatsApp, SMS and call steps with conditions that stop on reply.
Explore the feature→
F
Flows
Engage
Journeys that start when something happens: a cart left, an order delivered, 60 days quiet.
Explore the feature→
DA
Deals and pipelines
CRM & AI
Pipelines fed by replies, orders and signals, with the full thread on every deal.
Explore the feature→
Where it lands
On the customer’s timeline, and in your revenue number.
Links to
Every step is logged on the customer’s record, with the channel, message and outcome.
Rolls up to
Revenue and outcomes are credited once, to the step that earned them.
“Sounds interesting”
Appointment setting · Reply
Instant slots
Appointment setting · Offer
Reminder on WhatsApp
Appointment setting · Remind
Meeting held
Appointment setting · Show
Customer story
Portal leads get qualified before a salesperson even sees them. Site visits went up and nobody gets called twice.
PM
Verified customer
Pooja Menon
Sales Head, Skyline Estates
Common questions
Start from the template, adjust copy and timing, and it’s live the same day.
Related use cases
LinkedIn outreach
Outreach
Profile visits, connection notes, messages and voice notes from each rep’s own account, inside safe limits.
See the playbook→
Cold email outreach
Outreach
Personalised cold email from warmed, rotated mailboxes, with AI first lines and replies in one inbox.
See the playbook→
Multichannel outreach
Outreach
Email, LinkedIn, WhatsApp, SMS and calls in one sequence that stops the moment anyone replies.
See the playbook→
