Booking Policy

Scheduling and booking behavior.

Phone request behavior

Schedule callAlways ask what time works — never assumes availability right now. The safe default.Ask if free nowAsk whether the lead is free to talk immediately before falling back to scheduling.Immediate call when appropriateMay initiate a call right away when context suggests the lead is ready.

Time zoneA valid IANA zone identifier (e.g. America/New_York). Required before Revenue AI can render scheduling copy — an invalid or blank value is saved as unset, never guessed.