Appointment Setter
Planned — not yet availableRingMind Appointment Setter Brain · on the roadmap
For sales teams that want interested prospects booked into a salesperson's calendar while they're still on the line. It is meant to book meetings from inbound calls and messages; it does not call prospects.
Available to use today
General Business AI Receptionist
Use the General Business Receptionist with Calendly or Google Calendar connected so inbound callers can book a meeting at an open time, and HubSpot connected to capture the lead; it can't place outbound calls, so it books only people who call or message in.
What it's planned to handle
Books sales meetings.
- Confirms the prospect's interest and the reason for the meeting
- Offers open times from the right salesperson's connected calendar and books the meeting
- Records the booked meeting and context on the prospect's CRM record
- Handles requests to move or cancel a booked meeting
What you'd fill in
- Meeting types and how long each lasts
- Which salesperson takes which kind of meeting
- Booking rules such as minimum notice
- Calendars and CRM used by the sales team
Questions it's meant for
How assistants are released
Each RingMind assistant ships with its own instructions, safety rules and a test suite, and is offered only once every test passes. Join early access to hear when this one is ready.
Tools it would work with
Book the meeting while interest is high
When a prospect calls to learn more, the best outcome is a meeting on a salesperson's calendar before the call ends. If the caller has to wait for an email with times, the moment passes and the conversation often goes quiet. Salespeople also lose time going back and forth over availability instead of preparing for the meetings they already have.
How the planned Appointment Setter is meant to work
The planned assistant would confirm the prospect's interest and the reason for the meeting, offer open times from the right salesperson's connected calendar, book the meeting, record it on the prospect's CRM record and handle requests to move or cancel. It books meetings from inbound calls and messages only; it doesn't call prospects, as the assistant doesn't place outbound calls. This assistant is planned and not available yet.
Use RingMind for this today
The General Business Receptionist can already book meetings for people who get in touch:
- Connected tools: connect Calendly or Google Calendar and enable booking, so it offers only open times (integrations help). Connect HubSpot to capture each lead.
- Business details: list your meeting types and how long each lasts, and any minimum notice.
- Additional instructions: describe which kind of meeting goes to whom and what to ask before booking.
- Transfer list: add up to five salespeople for prospects who want to talk now.
- Knowledge base: add FAQs on what a first meeting covers, so prospects know what they're booking.
With Calendly, the booked meeting gets Calendly's own confirmation. Read more on appointment booking.
Appointment Setter: questions
Is it available now?
No. The Appointment Setter is planned and not available yet. You can use the General Business Receptionist today, and you can join early access to hear when the Appointment Setter is ready.
Can it call prospects to set meetings?
No. The assistant doesn't place outbound calls, so it books only people who call or message in.
Which calendars can it book into?
Today, through connected Calendly, Google Calendar or Microsoft Outlook. Without a connected calendar it can't book.
Can it book with different salespeople?
It books into the calendars you connect and enable. Use additional instructions to describe who takes which meetings.
Can it send a booking link instead?
With Calendly connected, it can create a one-time booking link for the prospect.
Does it send reminders?
RingMind doesn't send automatic follow-up texts. Calendly sends its own confirmations.