Routing Agent
Right lead, right rep, every time
- Live CRM lookup at routing time — never stale ownership data
- Territory-based, CRM ownership, product-interest, and round-robin routing
- Conflict resolver — detects when two reps claim same account
Book meetings in conversation, not on a form
Handles scheduling conversationally via chat or SMS instead of static booking pages. Resolves timezones automatically, manages rescheduling with conflict detection, coordinates multi-host meetings, and supports travel-aware scheduling for field sales. Reduces time-to-book from days to minutes.
What goes in, what comes out.
Scheduling Agent
Combine this agent with others for a complete pipeline.
Right lead, right rep, every time
Predict and prevent every no-show
Walk into every call fully prepared
This agent is included in the following pre-built teams.
Powered by UpBookIt. Replaces the SDR function for inbound lead scheduling. Books meetings with branded pages and AI chat, qualifies every lead, enriches with company context, routes to the right rep, prevents no-shows, delivers pre-meeting briefs, and closes the loop with AI follow-up.
SDR Replacement Savings
$53k-$102k/yr
Built for outside sales reps who meet prospects in person. Adds geographic territory routing and travel-time-aware scheduling to the core SDR pipeline. Clusters meetings by location, calculates drive times, and delivers morning route briefs.
Route Efficiency Gain
28-35%
End-to-end client intake pipeline. Qualifies prospects based on fit and urgency, routes to the right team member, schedules with service-type intelligence, and reduces no-shows with smart reminder sequences.
No-Show Reduction
20-40%
Automates the recruiting pipeline from candidate screening through interview scheduling. Screens candidates, matches to interviewer panels, coordinates multi-host scheduling, delivers prep briefs, and handles post-interview follow-up.
Recruiter Time Saved
4-6 hrs/week
Scheduling Agent is expected undefined. Join the waitlist to be first in line.