Zelili AI

Scheduler AI

AI Scheduling Copilot for Sales and Marketing Pipeline Meetings
Tool Release Date

1 Jan 2024

Tool Users
N/A
0.0
๐Ÿ‘ 25

About This AI

Scheduler AI is an autonomous AI agent that handles end-to-end meeting scheduling for sales and marketing teams.

It engages in natural 2-way conversations over email, webchat, text message, or forms to book, propose times, reschedule, remind, qualify leads, route to reps, and coordinate follow-ups.

The tool scans calendars for availability, suggests optimal slots, adds videoconferencing links, sends intelligent reminders, records calls, generates summaries with action items, and updates CRM systems automatically.

It eliminates back-and-forth emails, reduces no-shows, and scales pipeline management without additional staffing.

Users simply cc [email protected] or use booking links/forms; the AI handles the rest conversationally.

Part of Synapsa, it focuses on GTM teams with features like custom branding (annual plans), lead qualification/routing, and CRM triggering/reporting.

Integrates with Microsoft Outlook, G Suite (Gmail/Google Calendar), Zoom, and CRMs.

No free tier mentioned; starts with paid plans for individuals/small teams and scales to enterprise.

Designed to save hours weekly on logistics while increasing pipeline efficiency and conversion through automated follow-ups and qualification.

Key Features

  1. Autonomous 2-way booking: Engages in natural conversations over email, webchat, text to book/propose/reschedule meetings
  2. Calendar intelligence: Scans availability across connected calendars to suggest optimal times
  3. Lead qualification and routing: Qualifies prospects and routes to correct reps automatically
  4. Meeting reminders and rescheduling: Sends intelligent reminders and handles rebooking proactively
  5. Call recording and summaries: Records meetings, generates summaries with action items and follow-ups
  6. CRM integration: Triggers CRM updates, reporting, and follow-up coordination
  7. Custom branding: Personalized AI assistant name and branding on annual plans
  8. Multi-channel support: Works via email (cc [email protected]), webchat, SMS, forms
  9. Videoconferencing auto-add: Inserts Zoom or other links into confirmed meetings
  10. Pipeline scaling: Handles infinite volume without extra human effort

Price Plans

  1. Basic ($50/Month): AI scheduling assistant, booking links, reminders/rescheduling, call recordings/summaries; ideal for individuals/small teams without custom branding
  2. Annual/Custom ($500/Year and up): Custom branding, advanced features; Startup $5,000/Year, Growth $10,000/Year, Enterprise custom pricing

Pros

  1. Eliminates scheduling friction: No more back-and-forth emails; AI handles conversations naturally
  2. Boosts pipeline efficiency: Qualifies leads, routes, and follows up automatically for higher conversions
  3. Time savings: Saves hours weekly on logistics and admin for sales/marketing teams
  4. Scalable without headcount: Manages high volume meetings infinitely
  5. Multi-channel flexibility: Email, webchat, text, forms for various prospect preferences
  6. CRM synergy: Direct updates and reporting to keep systems in sync
  7. Customizable for brand: Annual plans allow personalized AI assistant experience

Cons

  1. No free tier: Starts at $50/month; no trial or limited free plan mentioned
  2. Paid-only access: All features require subscription from day one
  3. Limited public user data: No visible adoption stats or user count on site
  4. Focused on sales/marketing: Less utility for general or personal scheduling
  5. Setup required: Needs calendar/CRM connections and possibly custom setup
  6. Potential over-reliance: AI may misinterpret complex requests in edge cases
  7. Enterprise pricing opaque: Higher tiers require contact for custom quotes

Use Cases

  1. Sales pipeline management: Book discovery calls, demos, follow-ups without manual coordination
  2. Marketing outreach: Schedule webinars, interviews, or partner meetings via forms/email
  3. Lead qualification: AI engages prospects, qualifies intent, routes to reps
  4. Meeting logistics: Handle reschedules, reminders, recordings, and summaries
  5. CRM automation: Trigger updates and reports from booked/conducted meetings
  6. High-volume scaling: Manage hundreds of meetings without extra staff
  7. Client coordination: Propose times, confirm, and follow up conversationally

Target Audience

  1. Sales and marketing teams: Needing automated booking and pipeline acceleration
  2. Small businesses and startups: Looking for affordable AI to handle logistics
  3. Go-to-market professionals: SDRs, AEs, marketers scheduling outreach
  4. Lean teams: Wanting to scale meetings without hiring coordinators
  5. Enterprises: Custom branding and high-volume needs
  6. Individual contributors: Sales reps tired of back-and-forth emails

How To Use

  1. Sign up: Visit scheduler.ai and create account (starts with paid plan)
  2. Connect calendar: Link Outlook or Google Calendar for availability scanning
  3. Integrate CRM: Set up CRM triggers for updates and routing
  4. Use channels: Cc [email protected] in emails or share booking links/forms
  5. Give commands: Prospects reply naturally; AI handles proposing times, confirming, etc.
  6. Monitor and follow up: AI sends reminders, records calls, generates summaries/action items
  7. Upgrade for branding: Switch to annual plan for custom AI name and styling

How we rated Scheduler AI

  • Performance: 4.5/5
  • Accuracy: 4.4/5
  • Features: 4.6/5
  • Cost-Efficiency: 4.3/5
  • Ease of Use: 4.7/5
  • Customization: 4.5/5
  • Data Privacy: 4.4/5
  • Support: 4.2/5
  • Integration: 4.6/5
  • Overall Score: 4.5/5

Scheduler AI integration with other tools

  1. Calendars: Microsoft Outlook, Google Calendar (G Suite) for availability and booking
  2. Video Conferencing: Zoom for automatic link insertion in confirmed meetings
  3. CRM Systems: Triggers updates, reporting, and lead routing in connected CRMs
  4. Email and Messaging: Works via email (cc [email protected]), SMS, webchat
  5. Forms and Website: Embeddable booking/routing forms for website integration

Best prompts optimised for Scheduler AI

  1. Not applicable - Scheduler AI is an autonomous agent that handles meeting conversations automatically via email/webchat/text; no manual prompting needed as it responds naturally to user commands like 'book a demo next week' in replies.
  2. N/A - Tool operates on natural language in conversations rather than user-entered generative prompts.
  3. N/A - Focus is on proactive scheduling automation, not text/image/video generation requiring prompts.
Scheduler AI is a smart autonomous agent for sales/marketing teams, handling meeting booking, rescheduling, reminders, recording, summaries, and CRM updates through natural conversations. It cuts logistics time and scales pipeline without extra staff. Starts at $50/month with no free tier, best for GTM pros tired of email ping-pong.

FAQs

  • What is Scheduler AI?

    Scheduler AI is an autonomous AI agent that books, manages, reschedules, reminds, records, and follows up on sales and marketing meetings through natural conversations over email, webchat, text, or forms.

  • Is Scheduler AI free to use?

    No free tier; starts with paid plans from $50/month (Basic) for individuals/small teams; annual/custom options for branding and advanced features.

  • What does Scheduler AI integrate with?

    Integrates with Outlook, Google Calendar, Zoom, and CRMs for availability, booking, videoconferencing, and updates.

  • How does Scheduler AI work?

    Users cc [email protected] or share links/forms; AI engages prospects in 2-way conversations to propose times, confirm, qualify leads, route, remind, record, summarize, and update CRM.

  • Who is Scheduler AI best for?

    Sales and marketing teams, SDRs, AEs, GTM professionals needing to scale meetings and pipeline without manual coordination.

  • What are Scheduler AI’s pricing plans?

    Basic $50/month; annual/custom from $500/year for branding; Startup $5,000/year, Growth $10,000/year, Enterprise custom.

  • Does Scheduler AI record and summarize meetings?

    Yes, it records calls, generates summaries with action items, and coordinates follow-ups automatically.

  • Can Scheduler AI qualify leads?

    Yes, it engages prospects, qualifies intent, and routes to correct reps while booking.

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