AI Booking for Marketing Agencies. Discovery call scheduling for agencies, booked mid-conversation
AI Booking is discovery call scheduling for agencies that books the prospect into a partner's free slot while the call, the chat or the brief form is still open. It asks the questions you set before the meeting, keeps a rest after client workshops, reads each partner's own calendar so busy times are never offered, and e-mails the confirmation.
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7 days free · per company, never per seat · nothing to install
Partners' agendas
Each partner keeps the meetings they take and their own hours; when a prospect may choose, the AI asks who they would like to meet.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Discovery calls are 30 minutes, Tuesday to Thursday, with a 15-minute rest after each.”
Lisa“Discovery calls will run 30 minutes, Tuesday to Thursday, with a 15-minute rest after each one. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Marketing Agencies use it
A founder asking about a brand identity in the chat picks Thursday at 11 with your brand partner, and the confirmation reaches her inbox.
A chemistry meeting is set to need approval; it lands as a request, and the new-business director confirms it or offers another time.
Your paid-media lead blocks Friday for a client offsite in his calendar, and no discovery call is offered to anyone on Friday.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Booking inside the phone call, the chat, the e-mail and the form, plus a booking page
- By service and location: the AI offers the menu, then only the free slots of your live calendar
- Google / Outlook calendar connect; availability rules; buffers
- Confirmation and calendar invite e-mailed automatically; reminders; reschedule by reply
- Field visits with travel time; several providers with their own calendars
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Booking does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsLisa, your AI assistant
Your rules
Client meeting scheduling for agencies, meeting by meeting
A service per meeting
Discovery call, chemistry meeting, kickoff and status call each get their own length, minimum notice and the rest kept after them, so no afternoon fills back to back by accident.
A partner per discipline
Each partner is a provider with the services they take and their own hours; a partner's vacation blocks only their slots, never the whole studio's book.
Requests you approve
A meeting marked subject to approval arrives as a request on Upcoming; Confirm sends the invitation and Decline offers the prospect the next free time.
The calendar you already keep
Connect each partner's work calendar: its busy times are never offered to a prospect, and each booking the AI makes is written there as an event.
Set-up
An AI scheduling tool for marketing agencies in 2 minutes
Lisa reads your site
Lisa reads your services and contact pages and proposes the consultants preset: a consultation, the questions asked first and a request you approve.
Name the partners
Tell her who takes which discipline and their hours; a partner who signs in sees only their own agenda for the day.
Connect the calendars
Link the work calendars the partners already keep, or run the book on its own; workshops and pitches already in them are never offered.
Watch it book for a week
Seven free days with no credit card, then read every discovery call it booked, confirmed or moved before you decide.
Questions & answers
AI Booking for Marketing Agencies: questions & answers
Can an AI scheduling tool for marketing agencies book the right partner?
Yes. Each partner is a provider with the services they take and their own hours, so a branding inquiry is offered the brand partner's slots and a paid-media inquiry the media lead's. The AI asks the prospect to choose a person only when you allow that.
Will the meeting scheduler for marketing agencies book over workshops, shoots or pitches?
No. It offers only slots that are really free: the service's hours, the bookings already taken, closures, whole-day blackouts and the busy times of the partner's connected work calendar, which are read every five minutes.
Can the prospect answer questions before the call?
Yes. Each service carries the questions you need answered first, such as the services wanted, the budget range or the launch date, and the answers sit on the booking card when the partner opens it before the call.
How is a discovery call confirmed and reminded?
Nothing enters the book until the guest is verified, by a texted code, a verified e-mail or the caller's number. The prospect gets the confirmation straight away, then a reminder by text, by e-mail or both, the number of hours ahead that you set.
Is kickoff meeting booking for agencies handled the same way as discovery calls?
Yes. Make a service for each kind of meeting with its own length, rest and notice, and the AI books kickoffs and weekly status calls for clients just as it books discovery calls for prospects.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Marketing Agencies ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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Try it free on your own business — no credit card, per company, never per seat.
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