Intelligent lead routing
Losing precious time on complex, slow lead distribution?
Leverage your custom AI Assistant to:
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Route leads to the right rep without delay.
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Follow round-robin, first available, or geographic rules.
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Assign leads to reps in your CRM.
Distribute the right meetings to the right rep instantly.
Round Robin
Want to evenly distribute meetings across your reps? Your AI assistant can route meetings to the next rep in the round robin.
Ranked Order
Focused on maximizing leads to specific reps? Your AI can book time based on ranked calendar availability.
CRM Assignment
Once your AI books a meeting it can generate a contact in your CRM and log the message history.
See more AI capabilities
Turn conversations into qualified, booked meetings.
Looking for leads with better fit and higher intent?
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Start 2-way AI booking conversations in seconds without forcing prospects to wait.
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Ask questions to nurture fit and buying intent vs. forcing long form fills.
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Ensure 24/7 lead engagement without increasing headcount.
Use AI-powered, two-way conversations to confirm interest and validate fit.
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Start 2-way booking conversations in seconds.
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Ask questions to nurture fit and buying intent vs. forcing form fills.
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Only book qualified leads and politely disqualify others.
Distribute the right meetings to the right rep instantly.
Your AI assistant can:
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Route leads to the right rep without delay.
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Follow round-robin, first available or geographic rules.
-
Assign leads to reps in your CRM.
Turn conversations into qualified, booked meetings.
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Conversationally coordinate meeting times.
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Monitor your calendar to ensure meeting attendance.
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Manage meeting logistics by handling invites, agendas, and videoconferencing.
Hold, show, and rebook meetings instantly.
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Protect show rates with timely AI reminders.
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Instantly rebook before schedules shift again.
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Manage cancellations to recover meetings.
Focus on people while your AI logs every meeting detail.
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Log and record every meeting detail without needing to manually take notes.
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Generate meeting summaries to capture key action items and next steps.
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Update your CRM and ATS to keep everyone on the same page without wasting time.
Leave no lead behind with automated AI follow-ups.
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Coordinate group follow-up meetings without the back-and-forth.
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Maintain momentum with follow-up emails vs. having to capture and send next steps.
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Re-engage lapses leads when the time is right vs. having to set reminders and tasks.
"In general.... tools that you use you think about. What’s interesting about my AI scheduling assistant is that I don’t have to think about it all. It just happens. I know it’s doing its thing. I don’t have to go in an push buttons. It just happens in the background."
Kyle Vamvouris
CEO
"Just because someone enjoys our content and fills out a form it doesn’t mean they are a great fit for us or ready to move forward directly into a buying conversation. We use SchedulerAI to start a conversation and qualify specific details before booking a live meeting."
Chad Jackson
VP of Marketing
"We’ve closed over 100K in incremental revenue that essentially would have been lost. And the time required to get those meetings back on the calendar - for my team - was essentially 0. So we could stay focused on new opportunities and new prospects. That’s huge."
Matt McCaffer
Sales Director at SaaS Academy
