Book Appointment: Campaign Setup Guide

The Book Appointment campaign type is designed for Sales, Customer Success, and Partnership teams to engage potential and existing customers by booking a meeting with a specific person.

Outcraft can check calendar availability while on the phone with a lead to directly book an appointment, share availability, and send booking links via SMS, Email, or WhatsApp.

1. Create the campaign

1. Log in and go to app.outcraft.ai/campaigns.

2. Click + Create New and type a name for your campaign.

3. Select Create New Company, then Create.

4. Select Book Appointment, then Continue.

2. Choose your lead source

Select one of the nine available integrations to source leads into Outcraft AI.

If you use HubSpot, Klaviyo, Salesforce, Attio, Microsoft Dynamics, or GoHighLevel, connect it now using Administrator permissions.

For API documentation, see developers.outcraft.ai/docs.

3. Set up the shared campaign steps

These steps are the same for every outbound campaign type. Follow each linked guide, then come back here:

1. Company profile (Identity, Industry, Compliance) → Setting Up Your Company Profile

2. Campaign Brief, Guardrails & Custom Fields → Writing Your Campaign Brief

3. General Settings (follow-ups, sendable links, hand-offs) → General Settings guide

4. Schedule → Setting Campaign Schedule

5. Outreach Channels → Configuring Outreach Channels

6. Outreach Sequence & Follow-Ups → Building Your Outreach Sequence

7. Interaction Evaluations → Setting Up Interaction Evaluations

8. AI Agent configuration → AI Agent Configuration

9. Phone numbers → Adding Phone Numbers

10. Email accounts → Connecting Email Accounts

4. Booking settings (unique to this campaign type)

This is the step that makes a Book Appointment campaign work.

1. Select your Calendar service from the dropdown. HubSpot, Calendly, and GoHighLevel are currently supported.

2. Connect your preferred service.

3. Paste the meeting link for this specific campaign into Booking Link for Calls.

• This field is required even if you are not enabling phone calls for this campaign.

4. Add a booking link for Email and SMS.

• If left blank, the agent won’t be able to send booking links as follow-ups.

5. Click Check Booking Link to confirm it is configured correctly.

Once the calendar is connected, you can click Test book a meeting.

5. Configure your lead source

• Klaviyo → Using Klaviyo Flows as a Lead Source

• HubSpot → Using Hubspot as a Lead Source

• GoHighLevel → Using GoHighLevel as a Lead Source

• Custom API → Using the Custom API as a Lead Source

• CSV upload → Adding Leads Manually & Importing via CSV

6. Review & launch

Once everything above is set, click Review and Publish.