Meetings booked while the client is listening

Booking a client meeting often means checking a calendar, emailing times and waiting while the client goes quiet. This demo shows a producer asking the assistant in Salesforce to book a renewal review, getting three open times from Salesforce Scheduler and the producer's calendar, and booking one with a single click.

Overview

This workflow is for agency producers booking client meetings, here a renewal review with a client contact. Booking usually means checking a calendar, emailing times and waiting for an answer, and in the meantime the client goes quiet.

What you'll see

On the client's page, the producer asks the assistant panel in Salesforce to book a meeting with the client contact about the renewal, next week. It comes back with three open times for a 60-minute renewal review, taken from Salesforce Scheduler and the producer's own calendar. It also says exactly what a booking would do: an event on the producer's calendar with the contact on it, an update to the deal's next step, a confirmation email draft that is not sent, and a reminder task. The producer clicks Yes and the meeting is booked. The video then shows the results in Salesforce: the deal's next step now names the renewal review and its date, the deal's activity shows the meeting, and the event itself lists the contact as invited.

How it works in Salesforce

The agent behind this video is Meeting Scheduler, a rules-based agent: it follows fixed rules and does not use AI. The video describes it as running when a producer asks to book a meeting, and every morning for meetings that look due; this demo shows the request. It reads availability from Salesforce Scheduler and the producer's calendar, proposes times, and writes only after Yes: the event, the deal's next step, the confirmation draft and the reminder task. Salesforce Scheduler, events and tasks are standard Salesforce; the booking route is PS Advisory configured.

Where people stay in control

Nothing is booked until the producer clicks Yes, and the proposal lists every change first. The confirmation email is created as a draft and is not sent.

Configured for your organization

PS Advisory provides Meeting Scheduler as a foundational agent in its Agentforce for Insurance accelerator, so you start from a working pattern rather than from scratch. It is configured for your Salesforce org, including the meeting types and lengths producers can book and the Salesforce Scheduler availability it draws on.

Live Salesforce screens. Client data is simulated.