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How ConvertIQ Works

Select an AI agent below to see their specific workflow and how they automate your sales process

Rae - AI Appointment Setter

Rae handles your appointment scheduling 24/7, ensuring no lead slips through the cracks and every opportunity is booked instantly.

Rae's Workflow

From start to finish - here's exactly how Rae works

01

Lead Comes In

When a new lead submits a form or reaches out, Rae receives an instant notification and analyzes their information.

  • Instant lead detection from any source
  • Automatic lead qualification scoring
  • Priority ranking based on intent
  • Smart lead routing to right team member
02

Rae Reaches Out

Within 60 seconds, Rae calls the lead with a warm, professional greeting and begins the conversation naturally.

  • 60-second response guarantee
  • Natural voice conversations
  • Personalized greeting using lead data
  • Multi-language support
03

Qualification & Scheduling

Rae asks qualifying questions, understands their needs, and checks your real-time calendar to find the perfect time slot.

  • Smart qualifying questions
  • Real-time calendar integration
  • Timezone-aware scheduling
  • Instant calendar invites
04

Confirmation & Reminders

Rae sends instant confirmations via email/SMS and automatically schedules reminder messages to prevent no-shows.

  • Instant booking confirmations
  • Automated reminder sequences
  • Easy rescheduling options
  • Two-way calendar sync
05

Continuous Optimization

Rae learns from every conversation, tracks booking rates, and provides insights to improve your conversion over time.

  • Call recording & transcripts
  • Booking rate analytics
  • Lead quality insights
  • AI-powered recommendations

Ready to Get Started with Rae?

Join thousands of businesses already using ConvertIQ to automate their sales process

Setup takes less than 15 minutes

5 min

Connect your sources

5 min

Configure Rae

5 min

Launch campaign

Hire Rae