Case Study
AI Appointment Agent | SMS Lead Qualify + Calendly Book
Chasing leads by text is a job nobody enjoys and most people do badly. The follow-ups go out late, or they keep going out after the person has already booked, which is worse than not following up at all.
This agent handles the whole sequence. It texts the lead, qualifies them, and when there is real interest it sends a personalized Calendly link, detects the booking, and confirms it by SMS. More than 1,000 appointments booked, in production.
How it works
Stopping the follow-ups at the right moment
One small detail does most of the work here. The moment a booking lands, the scheduled follow-up sequence cancels itself. Nobody gets chased about booking a call they already booked.
That takes the Calendly webhooks working properly, with retries and error handling so a dropped webhook never loses a lead or leaves a sequence running. Getting that wrong is how these systems annoy the exact people they just converted.
Qualifying before booking
It does not send a link to everyone who replies. The conversation qualifies first, and only interest turns into a booking link. Someone asking about adding solar panels gets a link. If the interest is not there yet, the conversation just keeps going.
I built the conversation logic, the Calendly integration and booking webhooks, the campaign scheduling, and a human approval toggle for anything sensitive. Tool calling drives the booking step itself.
More screenshots
