Customer Service / Customer Management Live
Service Appointment Scheduling
Turn a customer's stated availability into a service appointment that works in both time zones, with the arithmetic shown and the invite held for approval. Nothing is booked and nothing is sent.
- Triggered by an incoming message
- ~6 credits per run
- v1.0.0
What does Service Appointment Scheduling do?
Service Appointment Scheduling is a production AI agent in the customer service section of the Leverge agent store, built for the customer management process. Turn a customer's stated availability into a service appointment that works in both time zones, with the arithmetic shown and the invite held for approval. Nothing is booked and nothing is sent. It is triggered by an incoming message, works through 3 steps and returns 5 outputs, including proposed appointment.
What it needs
-
The customer's request
-
Our availability
What it does
- Reading their availability
- Writing the confirmation note
- Preparing the invite for approval
What you get back
- Proposed appointment
- Invite
- How the time was worked out
- What is not established
- Other slots that would work
After each run it asks: “Is this slot right?”
When it runs
Triggered by an incoming message — Customer asking for an appointment.
Oversight
Runs under scoped, least-privilege credentials with every action written to an audit log. Anything that moves money, alters a contract or reaches a customer requires human approval before it executes.
Customer Management
Other agents in customer management
Ticket triage, resolution drafting and feedback analysis
-
Account Change Request
Check whether the person asking for an account change is entitled to make it, then draft either the confirmation or the verification request. Nothing is changed and nothing is sent.
-
Account Inactivity Outreach
Separate accounts that have genuinely gone quiet from ones that only look quiet, then draft a useful reason to make contact rather than a nudge. Every draft is approved individually — nothing is sent.
-
Campaign Inquiry Readiness
Before a campaign goes live, work out what support will be asked, whether the answers exist yet, and which claims in the campaign will generate questions nobody can answer.
-
Case Resolution Guidance
Describe a stuck case and get the resolution paths your own playbooks support, ranked, with what the case has not yet established named rather than assumed.
-
Chat Transcript Summary
Turn a live-chat log into the two things needed afterwards: a ticket record the next agent can act on, and a clean transcript the customer can be sent.
-
Complaint Tracking
Track every open complaint against the commitments made to that customer — which are past the promised date, which have gone quiet, and which were closed without the customer ever agreeing they were.
Next Step
Deploy Service Appointment Scheduling, or adapt it
It runs as-is against the inputs above. Most deployments diverge — a different source system, a different tolerance, a different approval path. A 30-minute technical call establishes which.