Pilot ready Template ready outbound

Appointment remind

Day-before or morning-of remind on the same consented relationship as confirm.

appt_remind_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 with a reminder about your upcoming appointment. You can confirm you still plan to attend, ask to 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"
  ]
}

Agent

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

Destinations & frequency

Classes: wireless, residential_landline

Purpose: appointment_remind · Default enabled on seed: no (enable in Campaigns)

{
  "maxAttemptsPerNumberPer30d": 4,
  "minHoursBetweenAttempts": 12
}

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.

→ Same consent family as appointment confirm
→ Remind window and quiet hours aligned to your ops calendar
→ Optional SMS follow-up later if your program needs it
→ You own lists/consent (outbound) or knowledge + recording policy (inbound)

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