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.
Lead calls from ad, website, or referral
AI agent answers immediately (no hold time)
Qualifies lead with targeted questions
Checks calendar and books appointment
Sends confirmation text + calendar invite
Outbound Appointment Setting
For lead lists and prospecting, Rizzly proactively reaches out to qualify and book appointments.
Import lead list or connect to data source
AI agent calls leads at optimal times
Handles objections and qualifies interest
Books appointment or transfers to sales rep
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:
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.
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.
Configure Voice & Personality
Choose a voice personality that matches your brand. Set the tone (professional, friendly, casual) and customize how the AI introduces itself.
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.
Test & Iterate
Make test calls to your AI agent. Listen to recordings, refine responses, and improve the conversation flow based on real interactions.
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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