Calendar scheduling stops at the slot
A booking calendar can find time, but it may not understand the prospect, qualify the request, or choose the right seller.
AI MEETING SCHEDULING ASSISTANT
One AI agent for your complete sales meeting workflow.
ZIP is an AI meeting scheduling assistant for sales teams. It talks with prospects, qualifies their need, coordinates calendar availability, books the right seller, captures what was discussed, and keeps the CRM and follow-up moving.
What ZIP changesOne connected meeting workflow before, during, and after the call—across your website, CRM, email, chat, WhatsApp, and calendars.
01 / THE WORK
Where the current process breaks.
Meeting work is spread across tools
Scheduling, reminders, notes, action items, CRM updates, and follow-up often live in separate systems and depend on manual effort.
Every meeting starts from zero
When conversation history and customer context are disconnected, prospects repeat themselves and sellers prepare without the complete picture.
02 / THE ZIP WORKFLOW
How ZIP handles the job.
ZIP works across the CRM and communication channels you already use. Human sellers stay involved where judgment or a relationship matters.
1→
Before: understand and schedule
ZIP asks natural questions, qualifies the request, applies routing rules, checks connected calendars, and books the right person without the usual back-and-forth.
2→
Before: prepare everyone
The seller receives the prospect’s need, source, CRM history, prior conversations, and agreed agenda before joining.
3→
During: capture the meeting
With the approved meeting connection, ZIP can preserve the transcript, summary, questions, intent, commitments, and action items.
4
After: move the work forward
ZIP updates approved CRM fields, creates tasks, prepares follow-up, and keeps the next meeting or customer action connected to the same history.
03 / WHAT YOUR TEAM GETS
Work completed, with context your team can trust.
- ✓Conversational scheduling instead of sending every prospect a generic link
- ✓Real-time Google and Outlook calendar availability
- ✓Round-robin, ownership, territory, product, and custom routing rules
- ✓Google Meet, Zoom, Microsoft Teams, or browser-based meeting rooms
- ✓Qualification answers and customer context delivered before the meeting
- ✓Meeting summaries, next steps, follow-ups, and approved CRM updates after it
SalesforceHubSpotZoho CRMLeadSquaredWhatsAppVoiceEmailChat
No CRM migration required. Start with one workflow and expand after your team sees the result.
05 / COMMON QUESTIONS
What teams ask before deployment.
Is ZIP an online calendar scheduling tool?+
ZIP includes online calendar scheduling, availability checks, booking links, embedded scheduling, reminders, and routing. It also adds a conversational AI agent that can qualify the request and coordinate the work around the meeting.
Can prospects schedule without a long email exchange?+
Yes. ZIP can offer suitable times inside a website, email, chat, or WhatsApp journey using connected calendar availability and your approved booking rules.
Can we embed appointment scheduling on our website or landing pages?+
Yes. You can embed the scheduling experience, use a branded link, or launch it from your CRM, email, chat, WhatsApp, and campaign journeys.
Can different teams use different booking and routing rules?+
Yes. Each journey can use its own questions, availability, duration, meeting room, team, ownership logic, territory, product, and qualification criteria.
Which calendars and meeting rooms can we connect?+
ZIP supports Google and Outlook calendars and can create meetings through Google Meet, Zoom, Microsoft Teams, or Zipteams browser-based meeting rooms.
How is this different from a standalone booking calendar?+
ZIP continues beyond the booking. It uses customer and CRM context before the meeting, can capture the conversation during it, and makes the outcome available to follow-up, CRM, and intelligence agents afterward.
Put ZIP to work on your CRM.
Choose the sales work consuming your team’s time. ZIP connects to your existing systems and starts with a focused deployment.
Book a deployment call ↗