How to build AI voice and SMS agents for inbound and outbound appointment setting

The complete guide to building AI voice and SMS agents for inbound and outbound appointment setting. Learn why Rizzly has become the platform of choice for businesses automating their customer conversations at scale.

Dhyna Phils

Head of Marketing

What You'll Learn

  • What Is Rizzly AI Voice Agent Platform?

  • Why Businesses Choose Rizzly Over Alternatives

  • AI Voice Agent Features & Capabilities

  • AI SMS Agent Features & Capabilities

  • Inbound & Outbound Appointment Setting

  • Real-World Use Cases & Results

  • How to Build Your First AI Agent

  • Rizzly vs. Other Voice AI Platforms

  • Pricing & Getting Started


What Is Rizzly AI Voice Agent Platform?

Rizzly is an enterprise-grade AI voice and SMS agent platform designed for businesses that need to automate inbound and outbound customer conversations at scale. Unlike generic chatbots or simple IVR systems, Rizzly agents engage in natural, human-like conversations that qualify leads, set appointments, and handle complex multi-turn dialogues.

Since launch, Rizzly has processed over 2.3 million automated workflows—from initial outreach calls to appointment confirmations, follow-up sequences, and lead qualification. Businesses across industries use Rizzly to replace or augment their SDR teams, contact center agents, and appointment schedulers.


Rizzly Platform Overview

AI Voice Agent

AI SMS Agent

Natural conversational AI for phone calls

Two-way conversational SMS

Sub-500ms response latency

Personalized message sequences

Handles objections and complex dialogues

Instant response to inbound texts

Warm transfer to human agents

Link tracking and engagement analytics

Appointment booking & calendar integration

Appointment reminders & confirmations

Visual Flow Builder

Drag-and-drop conversation design

Multi-LLM Support

GPT-5, Claude, custom models

Enterprise Scale

Thousands of concurrent calls


Why Businesses Choose Rizzly Over Alternatives

The AI voice agent market has exploded with options—Bland AI, Retell AI, Vapi, Synthflow, and dozens more. So why are businesses choosing Rizzly? Here's what sets the platform apart:

1. Voice + SMS in One Platform

Most voice AI platforms only do voice. Rizzly combines AI voice agents and AI SMS agents in a single, unified platform. Build multi-channel campaigns where voice calls and text messages work together—no need to integrate multiple vendors.

2. Built for Appointment Setting

Rizzly was designed specifically for appointment-setting use cases. Native calendar integrations (Cal.com, Calendly, Google Calendar), real-time availability checking, and intelligent scheduling logic are built into the core platform—not bolted on as afterthoughts.

3. Inbound AND Outbound Campaigns

Many platforms focus only on outbound calls. Rizzly excels at both: handle inbound calls from website visitors, ads, and phone trees, while also running proactive outbound campaigns for lead qualification and appointment setting.

4. Visual Flow Builder + No-Code Setup

Build complex conversation flows without writing code. Rizzly's visual flow builder (powered by ReactFlow) lets you design, test, and deploy AI agents in hours—not weeks. Drag, drop, connect, and launch.

5. Proven Scale & Reliability

Over 2.3 million workflows executed successfully. 99.7% uptime. Sub-500ms voice latency. Rizzly handles enterprise volume without the "beta platform" risk—your campaigns run reliably, 24/7.


AI Voice Agent Features & Capabilities

Rizzly's AI Voice Agent handles both inbound and outbound phone calls with human-like conversational ability. Here's what it can do:

Core Voice Capabilities

  • Natural Conversation: Multi-turn dialogues that feel human, not robotic

  • Objection Handling: AI responds to common objections with trained responses

  • Lead Qualification: Asks qualifying questions and scores leads in real-time

  • Appointment Booking: Checks calendar availability and books directly

  • Warm Transfer: Transfers qualified leads to human agents with full context

  • Voicemail Detection: Leaves personalized voicemails automatically

Technical Specifications

  • Response Latency: Sub-500ms for natural conversation flow

  • Voice Options: Multiple voice personalities and custom voice cloning

  • Language Support: English, Spanish, French, German, and more

  • Call Recording: Full call recording with transcription

  • CRM Integration: Salesforce, HubSpot, Pipedrive, Zoho, and more

  • Verified Caller ID: Branded calling to prevent spam labels

Sample Voice Agent Conversation

Rizzly AI:"Hi Sarah, this is Alex from Bright Solar. I noticed you requested information about solar panels for your home. Do you have a few minutes to chat about how much you could save on your energy bill?"

Lead:"Sure, but I'm not sure if my roof is right for solar."

Rizzly AI:"That's actually a great question. Most roof types work well with solar, but our specialists can do a quick assessment. I can schedule a free 15-minute consultation where they'll review your roof using satellite imagery. Would Tuesday at 2pm or Wednesday at 10am work better for you?"

Lead:"Wednesday at 10 works."

Rizzly AI:"Perfect! I've got you down for Wednesday at 10am. You'll receive a confirmation text shortly. Is there anything specific you'd like the specialist to address during the call?"


AI SMS Agent Features & Capabilities

Rizzly's AI SMS Agent handles two-way text conversations for lead nurturing, appointment reminders, and conversational engagement. It works standalone or in combination with voice campaigns.

Conversational SMS

Two-way texting with AI that understands context and responds naturally

Appointment Reminders

Automated reminders with reschedule/cancel options via text

Lead Nurture Sequences

Automated drip campaigns that respond to engagement

SMS Agent Key Features

  • Instant response to inbound texts

  • Personalized message templates

  • AI-powered response generation

  • Link tracking & click analytics

  • Opt-out/compliance management

  • Multi-language support

  • CRM sync for all conversations

  • Handoff to human when needed


Inbound & Outbound Appointment Setting

Rizzly excels at the specific use case most businesses care about: getting qualified appointments on the calendar. Here's how both inbound and outbound flows work:

Inbound Appointment Setting

When leads call your business, Rizzly's AI answers, qualifies them, and books appointments—24/7.

  1. Lead calls from ad, website, or referral

  2. AI agent answers immediately (no hold time)

  3. Qualifies lead with targeted questions

  4. Checks calendar and books appointment

  5. Sends confirmation text + calendar invite

Outbound Appointment Setting

For lead lists and prospecting, Rizzly proactively reaches out to qualify and book appointments.

  1. Import lead list or connect to data source

  2. AI agent calls leads at optimal times

  3. Handles objections and qualifies interest

  4. Books appointment or transfers to sales rep

  5. AI SMS follows up if no answer

Calendar Integrations

Cal.com

Calendly

Google Calendar

Outlook

HubSpot


Real-World Use Cases & Results

Here's how businesses across industries are using Rizzly's AI voice and SMS agents to automate appointment setting:

Real Estate Lead Qualification:

A real estate team uses Rizzly to call seller leads within 60 seconds of inquiry. AI qualifies motivation level, timeline, and property details—then books appointments with agents. Result: 3x more qualified appointments per week.

Solar Installation Appointments:

A solar company handles 500+ inbound calls daily with Rizzly AI. The agent qualifies homeownership, electric bill, and roof type—then schedules free consultations. Result: 40% reduction in cost-per-appointment.

Healthcare Patient Scheduling:

A medical practice uses Rizzly to handle after-hours appointment requests and reminder calls. AI schedules, reschedules, and confirms appointments 24/7. Result: 25% reduction in no-shows.

B2B SaaS Demo Scheduling:

A SaaS company uses Rizzly to follow up with trial signups. AI calls to understand use case, answers basic questions, and books product demos. Result: 2x increase in trial-to-demo conversion.

Home Services Lead Response:

An HVAC company uses Rizzly to instantly respond to emergency service requests. AI qualifies the issue, checks technician availability, and books same-day appointments. Result: 50% faster lead response time.


How to Build Your First AI Agent

Getting started with Rizzly is straightforward. Here's a step-by-step guide to building your first AI voice or SMS agent:

  1. Define Your Use Case

What do you want the AI to do? Qualify leads, book appointments, handle inbound calls? Define the goal and success metrics.

  1. Design the Conversation Flow

Use Rizzly's visual flow builder to map out the conversation. Add greeting, qualification questions, objection handlers, and appointment booking logic.

  1. Configure Voice & Personality

Choose a voice personality that matches your brand. Set the tone (professional, friendly, casual) and customize how the AI introduces itself.

  1. Connect Your Calendar & CRM

Integrate with Cal.com, Calendly, or Google Calendar for real-time booking. Connect to your CRM to log all conversations and lead data.

  1. Test & Iterate

Make test calls to your AI agent. Listen to recordings, refine responses, and improve the conversation flow based on real interactions.

  1. Launch & Scale

Go live with inbound or outbound campaigns. Monitor performance in real-time and scale up volume as you optimize results.


Rizzly vs. Other Voice AI Platforms

How does Rizzly compare to other leading AI voice agent platforms? Here's an honest comparison:

Feature

Rizzly

Bland AI

Retell AI

Synthflow

Voice + SMS Combined

Yes

Limited

No

No

Visual Flow Builder

Yes

Limited

Yes

Yes

Inbound + Outbound

Yes

Yes

Yes

Yes

Native Calendar Booking

Yes

Partial

Yes

Yes

Warm Transfer

Yes

Yes

Yes

Yes

White-Label Option

Yes

Enterprise

Enterprise

Yes

No-Code Setup

Yes

Partial

Yes

Yes

Enterprise Scale

Yes

Yes

Yes

Growing


Why Choose Rizzly?

Rizzly's key differentiator is the unified voice + SMS platform designed specifically for appointment setting. While other platforms excel in specific areas, Rizzly provides the complete toolkit for businesses focused on converting leads into booked appointments—without needing to integrate multiple vendors.


Pricing & Getting Started

Rizzly offers flexible pricing based on your usage and needs. Contact us for a custom quote based on your expected call volume and feature requirements.



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