All verticals Vertical
AI appointment agent: the one that runs your calendar
It answers, checks your calendar and books the appointment into a slot that actually exists. And every move — the booking, the change, the no-show — gets logged in the CRM.
Included
What it does, step by step
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It answers the call or the WhatsApp
Outside your opening hours too. It introduces itself as an assistant and asks which service the appointment is for.
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It checks your calendar
It checks the calendar right then (with your Google Calendar, if you connect it) and offers only slots that exist. No “we'll call you back to confirm”.
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It books, moves or cancels
It closes the appointment in the chosen slot. If the customer wants to change or cancel it, that's settled in the same conversation.
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It sends the reminder
Before the appointment, the reminder goes out on its own: the customer confirms or says they can't make it.
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Your team checks them in
On the day, whoever is at the desk records the arrival (or the no-show) with one click in the dashboard.
What gets connected
- Google Calendar
- The agent reads and writes in the calendar you already use: the slots it offers are the real ones.
- The UTIO CRM
- Included in the fee: contacts, calendar, tasks and pipeline. No separate licences.
What happens in the CRM on every event
This is the difference between an agent that answers and one that works: every event in the conversation leaves its record.
- Booking
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It writes: ContactAppointmentReminder
The contact is created or updated, the appointment enters the CRM calendar and the reminder is scheduled.
- Appointment change
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It writes: Appointment
The appointment moves in the CRM calendar and, if connected, in your Google Calendar at once: one truth, no double entries.
- Cancellation
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It writes: AppointmentTask
The slot frees up in the calendar and, if you switch it on, a task is created to refill it.
- No-show
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It writes: RecordTask
When you mark the no-show, it's logged on the contact's record and the CRM creates the call-back task.
- Interested but not booked
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It writes: Lead
If they asked but didn't book, they stay as a contact with their request noted and, depending on your lead-routing rules, enter the pipeline.
What it costs
Included in your plan
The appointments vertical comes included: on voice, from the Reception plan (€149/mo with 500 minutes); on WhatsApp, the CRM calendar arrives with the Business plan (€129/mo).
Want us to set it up outside a full implementation? Stand-alone configuration: €290, once — your services, schedules and resources loaded, and the CRM defined for every event.
Questions about this vertical
Can two customers book the same slot?
No. The agent books into your UTIO calendar, which won't accept two appointments in the same slot; if you connect Google Calendar, it also avoids the times already taken there.
Can the customer change or cancel their appointment with the agent?
Yes. Booking, moving and cancelling are the vertical's three operations. The change lands in your calendar and in the CRM, and the freed slot goes back on offer.
What happens when someone doesn't show up?
When you mark the no-show, it's logged on the contact's record and the CRM creates the call-back task: the lost slot isn't lost twice.
How does it avoid offering a slot that's already taken?
Before offering a slot it accounts for the service length, the professional, public holidays, buffers between appointments, minimum notice and, if you connect it, your Google Calendar. The appointment exists in your dashboard before the agent confirms it: it never confirms something that doesn't exist.
Can anyone check or cancel an appointment by phone?
No. Identity comes from the channel (the number calling or messaging) or from a verification code. The agent won't give out a person's details for a phone number someone reads out.
Where do I set it up?
On a single page of your dashboard: services, durations, professionals, opening hours and holidays.
Ready to transform your customer service?
Tell us what you want to solve and our team will get back to you as soon as possible, usually within one working day.
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