Meetings
How Inrepli schedules and manages Meetings — including calendar integrations, suggested topics, booking controls, and meeting notifications.
Meetings
Inrepli can manage scheduling and meeting booking without requiring a separate calendar, scheduling, or video conferencing platform. You can also connect the calendar and meeting tools your team already uses.
Each Meeting record stores the scheduled time, Contact, assigned Account Manager, meeting status, related Conversation, and available preparation details.
Calendar and Meeting Integrations
Inrepli integrates with widely used calendar, scheduling, and meeting tools. These Integrations allow Inrepli to check Account Manager availability, create calendar events, and include the correct meeting details.
When a connected tool is used, meeting updates remain synchronized between Inrepli and the external platform. This helps prevent scheduling conflicts and keeps both systems current.
Account Managers can also use Inrepli's native Scheduling features when they do not want to rely on an external scheduling tool.
Meeting Availability
Meeting Availability defines the times when Contacts can book Meetings with an Account Manager.
By default, Inrepli sets availability from 9:00 AM to 6:00 PM in the User’s selected time zone. You can adjust these hours to match the times when Meetings should be offered.
When an external calendar is connected, Inrepli only displays times that meet both conditions:
- The time falls within the availability set in Inrepli
- The time is open in the connected calendar
For example, if Inrepli availability is set from 9:00 AM to 6:00 PM but the connected calendar is busy until 2:00 PM, Contacts will only see open times between 2:00 PM and 6:00 PM.
This allows Inrepli to respect both your preferred booking hours and your existing calendar commitments.
Suggested Meeting Topics
Before a Meeting, the Agent creates suggested topics to help the Account Manager prepare.
Suggested topics may be based on:
- Topics requested by the Contact
- Questions raised during the Conversation
- Website activity, when available
- Contact and Company information
- Qualification and Verification results
- The Agent's assessment of the Contact's needs
These suggestions give the Account Manager a concise view of what the Contact is likely to want to discuss. They are intended as preparation guidance and can be adjusted by the Account Manager.
Meeting Controls
Account Managers can choose how Meetings are added to their calendars.
| Control | Description |
|---|---|
| Automatic / manual booking | An eligible Contact can select an available time for automatic booking, or the Account Manager can receive the request and create the Meeting themselves. |
| Meeting approval | The Contact submits a request and the Account Manager reviews the Contact profile before accepting. The Meeting is added to the calendar only after approval. |
| Contact authentication | When required, the Contact must verify their email address before accessing available meeting times or confirming a Meeting. |
These controls allow each Account Manager to balance scheduling speed with the level of review they require.
Meeting Notifications
Inrepli sends notifications to both the Contact and the assigned Account Manager when important Meeting events occur.
Notifications include:
- Meeting booked
- Meeting rescheduled
- Meeting cancelled
- Meeting reminders
Each notification includes the latest Meeting details. When an external calendar or meeting tool is connected, updates are also synchronized with that tool where supported.
Meeting notifications help both participants stay informed and reduce missed or outdated appointments.