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AI Appointment Setting: How It Works

Jaclyn Curtis avatar
Written by Jaclyn Curtis
Updated over 2 months ago

When you start a campaign in Alsona, you can choose how you want to handle incoming replies. Whether you prefer to stay fully in control or let AI handle your conversations, Alsona gives you flexible options to match your workflow.


Step 1: Choose How You Want to Respond

When launching your campaign, select one of the following reply modes:

  1. Manual — You personally review and respond to all incoming messages.

  2. AI Co-Pilot — The AI drafts replies for you to review, edit, and approve before sending.

  3. AI Auto-Pilot (AI Conversation Agent) — The AI automatically responds on your behalf, continuing the conversation until a goal (like booking a meeting) is achieved.

If you select AI, you’ll need to create and assign an AI Conversation Agent before launching.


Step 2: Create an AI Conversation Agent

You can create an agent in your Settings (bottom left corner of your dashboard).

  1. Go to Settings → AI Conversation Agents

  2. Click “Create New Profile” in the top-right corner

  3. Fill out the setup form as described below:

Basic Information

  • AI Profile Name – Name your agent (e.g., “Sales Agent – US Region”).

  • Core Message – Summarize what you’re offering in one sentence.

  • Challenges – Describe the key pain points or needs you’re addressing.

  • Approach – Explain how your offer solves those challenges.

  • Goal – Choose what the AI should aim to achieve (e.g., schedule a call, qualify leads, share pricing).

Additional Details

Add any context that will help your AI sound more natural and relevant — such as product details, audience type, or talking points.


Step 3: Adjust Settings & Automation Options

You can fine-tune how your AI agent interacts with prospects.

Setting

Description

Message Length

Choose Standard (75–120 words) or adjust for shorter/longer messages.

Tone of Voice

Set your preferred style — Professional, Formal, Friendly, or Casual.

Respond to Auto-Replies

Let the agent handle automated “out of office” or bounce messages.

Handle Objections

Enable automatic follow-ups when prospects decline or hesitate.

Receive Meeting Link

Choose whether the agent shares your meeting link first, or asks the prospect to share theirs.


Step 4: Test Your Agent

Before going live, click Generate Sample Conversation to preview how your AI will respond in real-world scenarios. This helps ensure the tone, structure, and logic align with your outreach goals.


Step 5: Go Live

Save your AI Conversation Agent to your campaign in the Settings Tab.


Once your AI Conversation Agent is assigned to a campaign, it will automatically:

  • Respond to all new replies on your behalf

  • Nurture each conversation toward your defined goal (such as booking a meeting)

  • Stop responding once the goal is met

You can monitor or adjust the agent anytime from your AI Conversation Agent Settings or Campaign Settings page.


Summary

AI Appointment Setting helps you scale conversations — not just messages.
By letting Alsona’s AI manage replies and book meetings for you, you save time, improve response rates, and keep every interaction warm and professional.

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