Dashboard

How your AI receptionist is performing right now.
Conversations
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Leads Captured
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Appointments
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Monthly Usage
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API Cost (this month)
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Recent Activity

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Unibox

Every conversation and lead in one chronological feed. Click any row to see the full thread.
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Select a conversation to view its thread and lead details.

Agents

Configure how your AI receptionist talks, what it knows, and who it books for.

Knowledge Base

Documents and text that teach your agent about your business, services, and policies.

Follow-ups

Automated outreach your AI schedules on its own when leads go cold, appointments are upcoming, or a visit is missed. Runs in the background — no Zapier needed.
CONFIGURED Recover cold leads
When a lead captures contact info and consent exists, the AI schedules a personalized follow-up 24 hours later using what they said in chat.
CONFIGURED Confirm upcoming visits
When an appointment is booked, the AI schedules confirmation and reminder goals. The live queue below shows whether they are queued, sent, skipped, or waiting for approval.
CONFIGURED Re-engage no-shows
When an appointment passes its grace window without being marked completed, the AI auto-detects the no-show and starts rescheduling outreach. Default grace is 1 hour (configurable in settings). If you connect Cal.com webhooks, "meeting ended" events skip the grace window entirely. You can also mark no-shows manually from the Appointments tab — and undo them if the customer arrives late.

Scheduled for your business

live queue
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Follow-ups vs Zapier: These are the AI's own decisions — it picks who to follow up with and what to say based on the conversation. Zapier is for pushing leads out to your other tools (CRM, Sheets, Slack). Both run in parallel; they don't conflict.

Recent activity

What the follow-up workers actually did in the last few days.

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Approvals

When the AI proposes an outbound message that needs your call (high-value leads, refunds, sensitive content), it lands here. Approve, edit, or reject — nothing sends until you do.
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How approvals work: Your business autonomy level (in Settings → Agent) controls when the AI requires approval. Observe = nothing sends. Suggest = everything needs approval. Approve = routine reminders auto-send, sensitive actions need approval (default). Auto = everything auto-sends within policy bounds. Refunds, complaints, and high-value leads always require approval regardless of level.

Contacts

Every person your agent has captured.
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Appointments

Booked, requested, and completed visits.
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Conversations

Every chat your agent has had, with full transcripts.
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Integrations

Connect AppointmentAI to the tools you already use.
Your widget
What is this? Paste the snippet below into the </body> of your website (WordPress, Squarespace, Webflow, Wix — anywhere). That's what turns your site into an AI receptionist. Without this code on a page, the widget has nowhere to appear.
Embed code
Calendar
available
📅

Cal.com

Native two-way sync. Your agent books directly onto your Cal.com calendar.

Configure →
Coming Q2
🗓

Google Calendar

Direct sync without the Cal.com layer — book straight onto your Google Calendar.

Automation
available
⚡

Zapier

Connect 6,000+ apps. Triggers for new leads, bookings, and conversations.

Manage →

Need HubSpot, Salesforce, Slack, Gmail, or Sheets?

All 6,000+ apps in the Zapier directory work with AppointmentAI today. Push new leads to Slack, sync to your CRM, log to Sheets, send emails — all through your existing Zapier account. No "coming soon" required.

Set up Zapier →

Settings

Billing, plan, and account.

🤖 Agent Settings

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🤖 Agentic Booking — AI books directly to your calendar

Connect your Cal.com API key and your AI agent will check real availability and book appointments instantly — no links needed. Get your API key from Cal.com Settings → Developer → API Keys.

🔔 Cal.com Webhook — receives booking events from Cal.com

When a customer cancels or reschedules in Cal.com, this webhook tells AppointmentAI so it can update the appointment status and cancel pending recovery emails. It also receives a "meeting ended" signal that lets the AI skip the no-show grace window entirely.

Setup: Go to Cal.com → Developer → Webhooks, click + New webhook, paste the Subscriber URL below, generate any random secret string, paste the same secret here, then check Booking Cancelled, Booking Rescheduled, and Meeting Ended.

🎚️ Agent Autonomy — how independently your AI acts

Sets when the agent acts on its own vs asking you. Sensitive actions (refunds, complaints, high-value leads above your threshold) always require approval regardless of level.

$ leads above this always need approval
⏰ No-show Grace Window — how long to wait before flagging a missed appointment

If you don't mark an appointment completed within this window after its end-time, the AI assumes it was a no-show and starts a rescheduling outreach. Shorter windows = faster recovery (good for quick HVAC visits). Longer windows = fewer false positives (good for legal consults that often run long).

🔗 Integrations (Zapier, Make, Go High Level)

Paste a webhook URL from Zapier, Make, or any automation platform. AppointmentAI will send lead and appointment data there automatically.

⚡ Zapier Native Integration

Our native Zapier integration is in private beta. Click here to access AppointmentAI on Zapier, then generate an API key below to connect. Triggers available: New Lead Captured, New Appointment Booked, New Conversation.

📚 Knowledge Base

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PDF, DOCX, TXT, CSV, MD — max 10MB per file

Leads
Appointments
Conversations
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Danger Zone

Permanently delete your account, all leads, conversations, and cancel your subscription. This cannot be undone.