SmartConnect Agent

Intelligent Self-Service Scheduling

Securely book, view, and manage appointments

with the right experts—effortlessly, intelligently, and conflict-free.

Get It Now

Watch Demo

Product Overview

What is

SmartConnect Agent?

SmartConnect Agent is an AI-powered Salesforce Service Agent that enables customers and visitors to securely schedule, view, and cancel appointments with the right internal experts using natural language. It automates workflows, verifies users, matches requests to the most suitable standard users, and synchronizes appointments with business hours and Salesforce calendars—ensuring a seamless, conflict-free experience.

Key Benefits

For Sales Teams

Effortlessly connect prospects and customers with the right experts.

Eliminate manual scheduling and back-and-forth coordination.

Ensure all appointments are logged automatically in Salesforce for accurate tracking.

Improve customer engagement with fast, seamless booking experiences.

For Administrators

Simplified management of appointment workflows and automation.

Full visibility into bookings, cancellations, and user activity.

Easy configuration of business hours, internal user matching, and calendar integration.

Reduce administrative overhead with automated Salesforce Event creation.

For Experience Cloud Users

Secure, frictionless verification for safe interaction.

Book, view, and cancel appointments in a conversational, natural language interface.

Receive instant confirmation and avoid scheduling conflicts.

Access personalized scheduling with minimal effort.

For Support Teams

Quickly manage customer appointments and follow-ups.

Streamline support-related meetings with internal experts.

Reduce missed or conflicting appointments through real-time calendar sync.

Enhance customer satisfaction with automated, accurate scheduling.

For Entire Organizations

Centralized, conflict-free appointment management across departments.

Increased productivity with automated workflows and reduced manual coordination.

Improved collaboration between teams and customers.

Scalable solution that supports growing customer interactions.

For AI & Automation

Intelligent keyword-based matching for precise expert assignment.

Automated event creation and calendar synchronization in Salesforce.

Reduces human errors and ensures operational consistency.

Leverages AI to provide seamless, proactive, and conversational scheduling experiences.

The Problem It

Solves

SmartConnect Agent addresses critical challenges in appointment management:

Eliminates Scheduling Conflicts and Double Bookings
Eliminates scheduling conflicts and double bookings by automatically checking expert availability and business hours.
Reduces Manual Effort For Teams
Reduces manual effort for teams by automating booking, retrieval, and cancellation of appointments.
Ensures Accurate Contact Matching
Ensures accurate contact matching to link customers with the correct internal Salesforce records.

Leverages AI
Leverages AI for intelligent expert matching to connect customers with the right experts quickly and efficiently.
Enhances Customer Experience
Enhances customer experience with secure verification and conversational, natural-language interactions.
Provides Full Visibility and Control
Provides full visibility and control over appointments, cancellations, and team availability within Salesforce.

Schedule Smarter

with AutoSchedule Agent

Get It Now

Watch Demo

Use Cases

AutoSchedule Agent enables seamless scheduling across business functions, optimizing time management and ensuring smooth coordination of meetings and activities.

Customer Appointment Booking

Customers or visitors can securely schedule meetings with the right internal expert using natural language.
Automatic matching ensures they connect with the correct standard user.
Real-time calendar checks prevent conflicts and double bookings.

Appointment Retrieval & Review

Users can view upcoming appointments to plan their day efficiently.
Provides a clear, easy-to-read list of scheduled meetings with subject, date, time, and location.

Appointment Cancellation

Customers can cancel appointments securely in just a few clicks or via chat.
Ensures cancellation is reflected immediately in Salesforce and updates calendars to free the time slot.

Resources

User Guide

FAQ

What is SmartConnect Agent?

SmartConnect Agent is an AI-powered Salesforce Service Agent that enables customers and visitors to securely schedule, view, and cancel appointments with internal experts using natural language. It automates workflows, verifies users, and synchronizes appointments with Salesforce calendars.

Who can use SmartConnect Agent?

Customers, visitors, and Experience Cloud users can interact with SmartConnect Agent to manage appointments. Internal users are automatically matched as experts.

How does SmartConnect Agent ensure secure appointments?

The system requires email verification to confirm the user’s identity and accurately link them to the correct Salesforce contact.

Can I view or cancel my appointments?

Yes. Users can view all upcoming appointments in an easy-to-read list and cancel appointments securely, with real-time updates reflected in Salesforce and calendars.

How does the agent prevent scheduling conflicts?

SmartConnect Agent automatically checks expert availability, business hours, and existing Salesforce calendar events to ensure conflict-free scheduling.