OMB Cloud AES

Enable AI scheduling for inbound requests

When a prospect asks "can we meet?" by email or chat, the AI agent handles the rest.

The AI scheduling agent reads inbound emails and chat messages, identifies the intent to meet, proposes time slots in the prospect's timezone and confirms the event.

Enable it

  1. Go to /app/calendar → "AI scheduling".
  2. Choose which calendars the agent can read availability from.
  3. Define the default meeting type the agent proposes (e.g. "Discovery call — 30 min").
  4. Set guardrails: max meetings per day, blackout hours, days the agent should never schedule.
  5. Enable.

How it works

When an email arrives with phrases like "let's schedule," "what works for you," "I'm free Tuesday," the agent recognizes the intent. It reads your synced availability, generates 3 proposed slots in the prospect's detected timezone, drafts a reply, and either sends directly or queues for your approval (configurable).

Confidence and fallbacks

The agent surfaces a confidence score. Below threshold (e.g. ambiguous request, recurring meeting), it pings you for review rather than acting. You can always override.

Tips

  • Start with "draft, don't send" mode for the first week. Review the agent's replies, then enable autosend.
  • The agent learns your meeting cadence: if you tend to decline Mondays, it stops proposing Mondays.
  • Pair with the booking page: the agent's replies include both a proposed time AND a link to self-schedule, giving prospects a choice.

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