Details

The Custom Multi-Topic Scheduler is designed for businesses that want to cover more ground per call while still keeping messaging relevant and structured. It’s ideal for outreach scenarios where clients may be interested in multiple services, partnership offerings, or collaborative opportunities—all in one conversation. By configuring up to three unique topics in the Project Configuration, this Scheduler enables your AI to offer a more holistic and personalized experience. Additionally, the AI can introduce a partner company or co-branded service during the interaction, expanding the opportunity for value-driven engagement.

Key Features

  1. Purpose:
    • Deliver flexible, multi-topic outreach in a single call
    • Adapt the conversation based on client interest and feedback
    • Support partnership-based interactions with optional co-branding
    • Optimize time spent with each contact
  2. Customizable User Input Fields: This scenario is designed for multi-topic consultations and collaborative partner campaigns. Fields are organized into logical sections that define the caller identity, conversation context, and scheduling logistics.
    Fix3 Pn

    Caller & Agent Setup
    Fields that introduce the AI Agent and set the stage for a collaborative outreach.
    Cmts2 Pn
    • Representative Name: The AI’s greeting message, used to confirm the contact’s identity.
    • Company Name: The organization making the outreach.
    • Partner Context: A short line explaining any relevant partnerships or collaborative efforts.
    • Service Type: The category or type of services being discussed.
    • Agent Guidelines: Behavior constraints you can set to shape how the AI communicates (e.g. emphasis, or handling edge cases).

    Discussion Topics
    A set of predefined topics the AI will mention to structure the consultation.
    Cmts3 Pn
    • Topic 1: The first area of discussion or service offering.
    • Topic 2: The second area of focus in the conversation.
    • Topic 3: A third topic or optional value-add service.

    Meeting & Scheduling Details
    Defines the duration and method of meeting delivery.
    Cmts4 Pn
    • Default Meeting Duration (minutes): The standard meeting time.
    • Alternative Meeting Duration (minutes): An alternate duration option for scheduling flexibility.
    • Location of Meeting: Virtual or physical format of the appointment.
    • Calendar: The connected calendar used to book the meeting.

    Voicemail
    Defines the fallback message used when the contact doesn’t answer.
    Cmts5 Pn
    • Voicemail Message: A prewritten script the AI uses when leaving a voicemail.

  3. Objective:
    • To enable the AI to represent your business and partners seamlessly
    • To cover multiple service offerings within one streamlined call
    • To offer scheduling flexibility and personalized value propositions
Here is the Project Configurations interface of this scenario, alongside instructions and some examples: Cmtsf Pn Remember that Scenarios are defined at the Project level, and every Campaign inherits the pre-filled fields from the Project, which means every Campaign can have different information in the input boxes, allowing you to tailor communications per Campaign to align with your customer/client or business needs.

Example Configuration & Demo

Caller & Agent Setup

Representative Name
Hi, this is from . Am I speaking with ?
Company Name
Elevate Digital Partners
Partner Context
We’re collaborating with BrightWave Analytics to deliver advanced performance tracking as part of our marketing packages
Service Type
Marketing Strategy & Execution

Discussion Topics

Topic 1
Social Media Management
Topic 2
Google Ads Optimization
Topic 3
SEO & Organic Growth Strategy

Meeting & Scheduling Details

Default Meeting Duration (minutes)
30
Alternative Meeting Duration (minutes)
20
Location of Meeting
Virtual Meeting
Calendar
Agent Testing

Voicemail

Voicemail Message
Hello , this is calling on behalf of , your representative. We’d like to schedule a brief meeting to discuss . We’ll try reaching out to you again soon. Thank you, and have a great day!

FAQs & Troubleshooting

General Questions

Configuration

Usage and Results


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