Appointment Setter

Live Requires Standard plan or higher · Agent role

Industry: Life Insurance — this app appears only on tenants provisioned for that vertical.

Draft appointment scheduling messages.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Purpose (required) — select field in the workspace
• Channel (required) — radio field in the workspace
• Follow-up date (optional) — date field in the workspace
• Recipient / context (optional) — text field in the workspace
• Key points (required) — textarea field in the workspace
• Tone (optional) — select field in the workspace

Primary action button: Generate draft

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Standard apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select Appointment Setter under Industry apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Use run history — Under Run history, select a past run and click View run to restore the output.
4. Fill Purpose — Enter Purpose (required) in the workspace form.
5. Fill Channel — Enter Channel (required) in the workspace form.
6. Fill Follow-up date — Enter Follow-up date (optional) in the workspace form.
7. Fill Recipient / context — Enter Recipient / context (optional) in the workspace form.
8. Fill Key points — Enter Key points (required) in the workspace form.
9. Fill Tone — Enter Tone (optional) in the workspace form.
10. Run the app — Click Generate draft. Output appears in the Result panel with download option.
11. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Purpose

Follow up after insurance quote

State the email goal in one line (follow-up, reminder, introduction).

Channel

Email

How you will send this message.

Follow-up date

2026-06-01

Optional target date for send or callback.

Recipient / context

Jane Smith — homeowner prospect; met at community event 5/10

Who receives this and any relationship context (no full SSN or card numbers).

Key points

Thank her for the meeting
Quote valid 30 days
Offer 15-min review call Thu or Fri

Bullet the facts the draft must include; one point per line.

Tone

professional

Match your brand: professional, friendly, formal, or concise.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• Follow up 3 days after sending a quote — offer two call times.
• Reminder: documents needed before we can bind coverage.
• Thank-you after networking event; mention one detail from the conversation.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (email draft)

• Subject: Following up on your home insurance quote
• Opening: Thanks for your time at the event…
• Body: Confirms quote validity and proposes two call slots
• Closing: Professional sign-off with your contact block

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

← Back to industry app tutorials · Getting started · FAQ