How it works
From meeting request to booked meetings
LIFTLINE AI schedules advisor meetings end-to-end—reading intent, proposing times, confirming details, and logging every touchpoint for your team.
A simple 4-step workflow
Our team will connect Outlook and your CRM, then let LIFTLINE AI handle the back-and-forth with advisors—while you stay in control.
01
Connect your tools
Securely connect Microsoft Outlook email + calendar and your CRM so LIFTLINE AI can read availability and keep records in sync.
02
Set scheduling rules
Define meeting types, time windows, buffers, territories, and escalation rules—so every invite matches your preferences.
“Designed to support FINRA recordkeeping with correspondence tracking and audit-ready logs.”
03
AI coordinates with advisors
LIFTLINE AI emails advisors, proposes times, answers common questions, and confirms details—without manual follow-ups, while escalating any requests it cannot respond to.
04
Meetings booked + logged
Confirmed meetings land on your calendar and are written back to your CRM with correspondence tracking and audit-ready logs.
Control
Automation with guardrails
LIFTLINE AI works within your scheduling preferences and compliance needs—so you can scale outreach without losing oversight.
✔
Always on-brand
Consistent, professional messaging that keeps conversations moving and reduces drop-off.
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Escalate when needed
Route edge cases to your team—VIPs, conflicts, or special requests—so nothing slips through.
