Setter Agent (Meeting Booking)

Fill your sales calendar without any human intervention

WhatsApp
Agent sheet
Category
Commercial cycle and marketing
Model
open, installed on your premises
Data
never leaves
Subscription
€0 per month
01Overview

Booking meetings is one of the most time-consuming, and least valuable, tasks in the sales cycle. Between email chains to find a time slot, manual confirmations and forgotten reminders, a sales rep loses up to 5 hours per week. The Setter Agent automates the entire process, from slot proposal to LLM-generated pre-call brief.

The problem

Scheduling back-and-forth averages 4–6 emails. No-show rates without reminders reach 30%. Without a structured pre-call brief, your reps arrive unprepared. And every missed meeting is a lost opportunity.

Our answer

As soon as a lead is classified HOT, the agent sends a contact email with a personalized Calendly link. On confirmation, it sends a confirmation email, schedules a D-1 SMS/email reminder and generates an LLM pre-call brief (prospect summary, detected issues, suggested questions) sent to the rep 30 minutes before the call.

02How it works

Live in four steps.

  1. 01
    Calendly & CRM connection

    Integration with your Calendly (or cal.com), CRM and sending tools (email + SMS via Twilio or equivalent).

  2. 02
    Booking sequence setup

    Drafting of contact, confirmation and reminder emails. Customization by segment (SMB, enterprise, startup).

  3. 03
    Pre-call brief generation

    30 minutes before each call, the agent compiles prospect info (CRM + LinkedIn + website) and generates a structured LLM brief.

  4. 04
    Follow-up & no-show recovery

    If the prospect doesn't show, the agent automatically sends a polite follow-up with a new slot proposal.

03What you gain

Results you can measure.

No-show reduced by 60%

Automated D-1 SMS and email reminders drastically reduce missed appointments.

5h/week recovered per rep

No more scheduling email chains. The agent handles everything from slot proposal to confirmation.

Better prepared reps

The LLM pre-call brief ensures every rep arrives with the context, issues and relevant questions ready.

04Frequently asked

What we get asked before signing.

Does it work with Calendly Team?
Yes, as well as cal.com, HubSpot Meetings and any booking tool with an API or webhook.
Can the brief include specific CRM data?
Yes. You define which CRM fields to include: deal value, interaction history, qualification notes.
Does the agent handle time zones?
Yes. Calendly natively manages time zones. Reminders are sent at the prospect's correct local time.
Can we add a pre-call qualification questionnaire?
Yes. A short form can be sent on meeting confirmation to enrich the brief and prepare the rep.

Let's talk about your case for thirty minutes.

A conversation to understand your context, volumes and tools. You leave with a scope and an order of magnitude, no commitment.