Pilot ready Template ready outbound

Appointment confirm

People who already booked. Confirm, reschedule path, opt-out, or ask for a person. Primary design-partner queue.

appt_confirm_consented

One of our most popular starters—not the only shape we support. For production, we customize the agent (open, intents, tools, guardrails, CRM hooks) to your exact specifications.

Sample open

Hello, this is an AI assistant calling to confirm your appointment. You can confirm, reschedule, opt out, or ask for a person.

Identity required: yes
AI disclosure: yes
Paid-for-by flag: no

Lawful basis tags

{
  "type": "CONSENT_PEC",
  "consentArtifactRequired": true,
  "consentMustCover": [
    "artificial_or_prerecorded_voice",
    "ai_generated_voice",
    "voice_calls",
    "appointment_scheduling_and_reminders"
  ],
  "notes": "Outbound. Customer owns consent sufficiency; gate enforces tags."
}

Agent

{
  "intentsAllowed": [
    "confirm_appointment",
    "cancel_appointment",
    "reschedule_appointment"
  ],
  "intentsBlocked": [
    "upsell",
    "billing_collections"
  ],
  "tools": [
    "opt_out",
    "escalate_human",
    "end_call"
  ]
}

Destinations & frequency

Classes: wireless, residential_landline

Purpose: appointment_confirm · Default enabled on seed: yes

{
  "maxAttemptsPerNumberPer30d": 6,
  "minHoursBetweenAttempts": 24
}

Customize to your program

Opens, disclosures, intents, tools, CRM fields, and escalation rules are configured to your scripts and ops process. If your use case isn’t listed, we still build it—starters are shortcuts, not a ceiling.

→ Consent language covering AI / automated voice for the appointment purpose
→ Optional calendar or CRM confirm writeback
→ Staff SLA for callback tickets when someone asks for a person
→ You own lists/consent (outbound) or knowledge + recording policy (inbound)

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