Sam: From Qualified Lead to Confirmed Call
Once Ava has qualified a lead and Max has run follow-ups, there's still a step that kills deals: scheduling. Sam eliminates the back-and-forth by proposing concrete times and handling the confirmation automatically.
What Sam Does
- Time slot proposal — Sam proposes three specific booking times in a friendly email, formatted clearly and time-zone aware
- Confirmation link — each slot gets a unique confirmation URL (
/confirm/:token) that the prospect clicks to lock in the time - Status updates — confirmed bookings are logged in the
bookingstable and the lead status updates tobooked - No Calendly required — the entire flow runs within Relay; no third-party booking tool accounts, no embed friction, no upsell prompts
The Booking Flow
- Ava or Max marks a lead as qualified
- Sam generates a booking proposal email with three time slots
- Prospect clicks a slot → confirmation page → booking confirmed
- Confirmation email sent to both prospect and account owner
Meta Pixel Integration
A Booking Conversions API event fires on confirmation, letting you track booking conversions in your ad attribution and optimize top-of-funnel campaigns toward high-intent traffic.
What's Configurable
Time slots are derived from your configured availability windows. You can pass specific slots via the API or let Sam propose based on your default business hours.