The problem
Connect lead qualification to meeting booking.
When a lead is ready to talk, booking should keep pace with that interest. Set up your calendar and tell the agent when to offer a meeting or hand off to the team.
How it works
How to set up your sales scheduling flow.
- 1
Define the appointment.
Set the appointment type, duration and available times.
- 2
Guide the conversation.
Decide what information to collect before offering a time slot.
- 3
Track the appointment.
Review the booking and its context to get prepared.
Visits
Visits take more than an open time slot.
For in-person visits, align on region, address and rep availability. Use the conversation to prepare the visit and make the confirmation criteria clear.
Scheduling doesn't replace planning your team's routes and travel.
Visit pending confirmationAwaiting rep
RegionNorth Side
AddressProvided by the customer in the chat
OwnerRegional sales rep
ConfirmationOnce the rep confirms availability
Questions
Frequently asked questions
Can I use it for sales demos?
Yes, once your calendar and conversation flow are set up.
Does Hisen plan my sales reps' routes?
No. This solution handles scheduling and sales context, not visit route optimization.
Can the agent book any time slot?
The flow depends on the availability and rules configured for your calendar.