Entry Features

VOICE AI FEATURES

1. Intelligent Call Handling

• 75 high-quality voices to choose from
• Human-like natural voice
• Handles unlimited simultaneous calls
• No hold times or busy signals
• Custom tone, personality, and scripting
• Service-based call routing
• Provider-preference detection
• Date/time slot negotiation
• Reads disclaimers and legal copy accurately
• Graceful fallback logic and clarifying questions

2. AI Appointment Booking

• Real-time calendar syncing
• Multi-location booking logic
• Multi-provider logic
• Multi-service mapping of caller language to service
• Double-booking safeguards
• Dynamic slot selection
• Automated rescheduling options
• Cancellation handling via AI

3. Lead Qualification + Intake

• AI-driven intake questions
• Automatic disqualification rules
• High-intent vs low-intent caller tagging
• Industry-specific screening
• Dynamic branching logic
• Collects name, phone, email, service request, and custom fields

4. Operational Automations

• Triggers workflows based on conversation
• Automated follow-ups (SMS, email, voicemail)
• Sends confirmations and/or directions
• Requests forms/intake packets
• Sends pre-appointment reminders
• Auto-tags contacts by outcome and call type

5. Analytics + QA

• Full transcript and call recording
• Sentiment scoring
• Conversational analytics
• Escalation tracking
• Conversion tracking from call to appointment

6. After-Hours & Overflow Coverage

• 24/7/365 call coverage
• Peak-hour overflow
• Holiday and weekend coverage without extra staff
• Zero missed calls from ads

SMS APPOINTMENT REMINDER FEATURES

1. Automated Reminder Scheduling

• Automatically sends text reminders at customizable intervals (24 hrs, 2 hrs, etc.).
• Supports multiple reminder sequences per appointment.
• Runs 100% hands-free once configured.

2. High Open-Rate Delivery

• 98% open rate within minutes of sending.
• Ensures clients see reminders instantly, even when away from email.
• Reduces missed appointments by up to 45%.

3. Two-Way Text Interaction

• Clients can reply “Confirm,” “Reschedule,” or “Cancel” directly.
• Responses sync instantly to your CRM or calendar.
• Eliminates manual confirmation calls.

4. Personalized Messaging

• Auto-inserts client name, service, date, and time.
• Optional branding with business name or short link.
• Tone and wording fully customizable per service type.

5. Smart Follow-Up Automation

• Missed-confirmation logic automatically triggers follow-up texts.
• Can escalate to team member if no response.
• Integrates with calendars for seamless automation.

6. Centralized Communication Log

• Every message tracked inside your CRM.
• Time-stamped for compliance and auditing.
• Easy visibility of client confirmations and responses.

7. Rescheduling and Cancellation Links

• Reschedule or cancel from the text message.
• Automatically frees calendar slots and updates CRM.
• Opens the opportunity to fill cancellations instantly.

8. Multi-Location and Team Support

• Each location or provider can have unique reminder templates.
• Custom phone numbers for region-specific communication.
• Unified dashboard to monitor all outgoing messages.

9. Cost-Effective Scalability

• Far cheaper than manual calling.
• Easily scales with your appointment volume.
• Works 24/7, including holidays and weekends.

10. Enhanced Client Experience

• Clients feel cared for and reminded politely.
• Reduces "I forgot" excuses and increases professionalism.
• Builds trust and repeat visits with consistent communication.

ONLINE APPOINTMENT BOOKING FEATURES

1. Booking Widget

• Embeddable widget for websites
• Calendar, provider, and service selection
• Mobile-optimized and fast-loading
• Google Calendar, Outlook, and iCal sync

2. Smart Availability Logic

• Staff-specific hours
• Service-specific durations
• Breaks, holidays, and custom rules
• Buffer and travel times
• Automatic time-zone detection
• Prevents double booking

3. Client-Facing Options

• Self-rescheduling and self-cancellation
• Intake forms tied to booking
• Automated directions and maps

4. Calendar Management

• Team and location views
• Color-coded appointments
• Block times and unavailable windows
• Drag-and-drop scheduling
• Status: confirmed, pending, no-show, completed

CRM FEATURES

1. Contact Management

• Unlimited contacts
• Custom fields (services, preferences, history, tags)
• Automatic lead enrichment
• Conversation timeline (calls, texts, emails, notes)

2. Automations + Workflows

• Triggers: call, tag, appointment, form, payment
• SMS, email, voice drop, WhatsApp automation
• AI-powered triggers (voice AI outcome → step)

3. Customer Communications

• Unified inbox
• Two-way SMS & MMS
• Email messaging

4. Forms + Surveys

• Custom intake forms with conditional logic
• Embed or share via link
• File uploads
• Auto-map entries to CRM fields
• Trigger workflows on submit

REPORTING + ANALYTICS

• Call analytics (answered vs missed, conversion, trends)
• Marketing attribution (Google Ads, Meta, UTM tracking)
• Appointment reports (show rate, cancellations, revenue)

INTEGRATIONS + ADVANCED FEATURES

• Google Calendar, Outlook, iCloud
• API endpoints and webhooks
• Embeddable booking and form widgets
• Call tracking numbers
• Whisper messages before warm-transfer

COMPLIANCE + SECURITY FEATURES

• Call recording disclaimers
• HIPAA-modular compliance workflows
• Encrypted data storage
• Role-based access
• Audit logs and multi-location security

EXCLUSIVE PLACEMENTS SUPERPOWERS

• Customized booking logic (not basic AI)
• Dynamic slot retrieval
• Multi-layer fallback logic
• Provider-preference routing
• Service-based qualifying questions
• Smart disqualification rules
• Human-quality custom scripting
• Instant call → workflow automation
• Real-time slot updating inside the call
• AI-controlled rescheduling flows
• Call-to-SMS fallbacks
• Replaces a full-time receptionist
• Ideal for high-lead-volume businesses

• Additional minutes above plan allotment $1.95/call