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.
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Distribute the right meetings to the right rep instantly.
![Round Robin](/assets/routing-round-robin.png)
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](/assets/rankedorder.png)
Ranked Order
Focused on maximizing leads to specific reps? Your AI can book time based on ranked calendar availability.
![CRM Assignment](/assets/crm-update-1723542994.png)
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.
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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.
![](/assets/qualify:-carousel.png)
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.
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Assign leads to reps in your CRM.
![](/assets/route_carousel.png)
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.
![](/assets/book_carousel-1723541171.png)
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.
![](/assets/reschedule_carousel-1723541189.png)
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.
![](/assets/record_carousel.png)
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.
![](/assets/followup_carousel.png)
"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."
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Kyle Vamvouris
CEO
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"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."
![](/img/containers/assets/chad_jackson.jpeg/666de1b0a9af85d14fcfbb4660c10e96/chad_jackson.jpeg)
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."
![](/img/containers/assets/image-78.png/86bce8e942c9a512b7c75d0e03a02883/image-78.png)
Matt McCaffer
Sales Director at SaaS Academy
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