Appointment Setter

Step-by-step guide for Life Insurance team members using Appointment Setter.

Live Standard plan or higher · Team member

Industry: Life Insurance: this app appears only in company workspaces set up for that vertical.

Draft appointment scheduling messages.

Workspace fields

These labels match the live EZ4YouTech.com 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

Example workspace for Appointment Setter with labeled fields — Mock workspace for **Appointment Setter**: field labels and guided steps match the live product.

Before you start

Sign in as a team member on your company workspace (admins connect AI accounts separately).
Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
Verify your plan includes Standard apps: locked apps show which plan unlocks them.

Step-by-step

Open the app: In the workspace sidebar, select Appointment Setter under Industry apps.
Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
Use run history: Under Run history, select a past run and click View run to restore the output.
Fill Purpose: On the Intake tab, enter Purpose (required). Required fields are marked with *.
Fill Channel: On the Intake tab, enter Channel (required). Required fields are marked with *.
Fill Follow-up date: On the Intake tab, enter Follow-up date (optional). Required fields are marked with *.
Fill Recipient / context: On the Intake tab, enter Recipient / context (optional). Required fields are marked with *.
Fill Key points: On the Intake tab, enter Key points (required). Required fields are marked with *.
Fill Tone: On the Intake tab, enter Tone (optional). Required fields are marked with *.
Run the app: Click Generate draft. Output appears on the Result tab with download and regenerate options.
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 inputs 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 your plan or confirm AI account setup.

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