# Confirm tomorrow's appointments An AI call campaign calls each customer the day before their appointment. - Role: Manager - Business plan - Duration: 10 min - On: Web, Mac - Learning Centre: https://callizy.ca/en/apprendre/confirmer-rendez-vous - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=batch-calls ## 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. Screenshots show Callizy in French. Button names are given in English. ### 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**. Menu: Administration › AI voice agents › Create agent › Outbound agent ### 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**. Menu: 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. Menu: 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 - **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 1. Does the agent have a calendar, in **Actions**, **Appointment booking**? 2. Is the customer’s phone number written in the appointment’s title or description? 3. Is the appointment within the next 30 days? ### Callizy shows “Unable to save campaign.” 1. The same agent can’t have two campaigns less than 4 hours apart. 2. Check the name, the agent, the outbound number and the numbers to call. ### Callizy shows “No active AI agent” 1. Create an **Outbound agent** first, then come back to the campaign. ### “New campaign” shows the “Included in Business” badge 1. AI call campaigns need the Business plan. ## Frequently asked questions ### Can the campaign start again on its own every day? No. Every day, on the previous day’s campaign, click **Duplicate**, then **Edit** the copy: change the **Date and time** and click **Save**. ### The customer can’t make it? With **Offer rescheduling**, the agent offers a new date. It moves the appointment if you gave it the right to. ### What if an answering machine picks up? The agent hangs up without leaving a message. The **On no answer** text goes out if you chose it. ### How much does it cost? Each call counts its AI agent minutes: see [Understand AI minutes and the Receptionist plans](https://callizy.ca/en/apprendre/minutes-ia). Updated October 29, 2026.