The AI handles booking within the conversation — proposing times, checking business hours, and confirming availability. When a contact says yes, it returns BOOKED. No calendar integrations required.
When a contact proposes or confirms a meeting time, the AI checks whether it falls within the campaign's configured business hours. If it does, the AI returns a BOOKED directive with a confirmation message. If it doesn't, it responds that the time is outside available hours and suggests the nearest valid slot.
Different campaigns need different booking behaviour. A warm inbound lead doesn't need the same persistence as a cold reactivation. Scheduling level is configurable per campaign.
The AI suggests booking gently and does not push if the contact deflects. On a single deflection it acknowledges and returns PAUSE rather than re-asking. Appropriate for relationship-first campaigns where pressure would be counterproductive.
How it works: Scheduling level is injected into the system prompt at call time — the AI reads it as a natural instruction about how assertively to pursue booking.
The AI asks directly for availability, re-asks once on deflection, and returns PAUSE on a second consecutive deflection. Balances persistence with respect for the contact's response. The default for most campaigns.
How it works: Level 2 is the default scheduling_level value — no configuration required for standard outbound campaigns.
The AI asks directly, re-asks on deflection, and only returns REACH_BACK_OUT if the contact explicitly says they are busy. A clear opt-out or explicit refusal to book triggers an END directive regardless of level.
How it works: Level 3 text is tested in the system prompt — assertive language is injected correctly and distinguishable from levels 1 and 2.
When a contact says they are busy and asks to be followed up later, the AI returns REACH_BACK_OUT. The scheduler sets reach_back_out_at on the conversation and fires a follow-up at the appropriate time — the conversation is not lost.
How it works: reach_back_out_enabled is a per-campaign setting. If disabled, REACH_BACK_OUT is overridden to PAUSE — no orphaned follow-up jobs created.
We'll run a Campaign Tester session and walk through every scheduling level with you.