Confirm tomorrow's appointments

An AI call campaign calls each customer the day before their appointment.

Role : ManagerBusiness planDuration : 10 minOn : Web, Mac

On this page

Before you start

The Business plan. During the trial, everything is open.
Your appointments in Google Calendar or Microsoft 365, with the customer’s phone number in the appointment’s title or description.
A CSV file of the numbers to call, with a phone, telephone or numero column.

Step by step

6 steps, about 10 min

1
Create the confirming agent
2 min
In AI voice agents, click Create agent, then Outbound agent. Choose Appointment confirmation. Give it an Agent name, the Company name and a Voice. Set Recommended minutes early and Offer rescheduling, then Create agent.
Administration/AI voice agents/Create agent/Outbound agent
Open this screen in Callizy
2
Link your calendar
1 min
Open the agent, Actions tab, then Appointment booking. Click Activate and choose the calendar that holds your appointments. Under What the agent can do, check Cancel appointments or Edit/reschedule appointments. At the top, Update.
Administration/AI voice agents/your agent/Actions/Appointment booking
3
Create the campaign
2 min
In Call campaigns, click New campaign. Under Identity: the Campaign name, the confirming AI Agent and the Outbound number. Under Phone numbers, drop your CSV: 1,000 numbers at most.
Administration/Call campaigns/New campaign
4
Schedule it the day before
1 min
Under Scheduling, choose Schedule, then the Date and time: the day before the appointments. Keep Skip if no appointment checked: a customer with no appointment found in the calendar isn’t called.
5
Plan for no-answers
1 min
Under On no answer, choose Send SMS to client. The suggested text gives the company number: keep it as is. Automatic retry calls back once, at the time you choose, the people who didn’t answer. Click Create and launch.
6
Read the results
2 min
Open the campaign: Total calls, Answered, No answer. In the Call log, click a row: Summary, Recording and Transcript. Export CSV downloads everything.

Key points

The agent reads the date and time from your calendar, never from the file.
Callizy finds the appointment by the customer’s phone number written in its title or description, within the next 30 days.
A campaign runs once. For the next day, duplicate it.

Settings

You can change them at any time, without reconnecting anything.

Delay between calls (seconds): Calls go out one at a time. This delay, 15 seconds to start, separates the end of one call from the start of the next.
Start now: The campaign starts right away, instead of waiting for the Date and time.

Not working?

Every customer is skipped

Does the agent have a calendar, in Actions, Appointment booking?
Is the customer’s phone number written in the appointment’s title or description?
Is the appointment within the next 30 days?

Callizy shows “Unable to save campaign.”