Omnito (Formerly SUMO Scheduler) Agentforce Meeting Lifecycle Automation

Highlights

• ▶ AI CHAT MEETING BOOKING Omnito for Agentforce Meeting Booker can be added to any Agentforce chat agent, enabling customers to book meetings via website chat and allowing Salesforce users to schedule and send invites directly within Einstein.
• ▶ PRE-CALL PLANNER Generate prep briefs before every meeting using CRM history, past interactions, and account context. Walk into every call informed and ready, without manual research.
• ▶ AI NOTETAKER Transcribe calls, capture decisions and action items in structured form, and log everything directly into Salesforce records, hands-free and without raw transcripts.
• ▶ FOLLOW-UP ASSISTANT Automatically draft personalized follow-ups and next steps based on meeting outcomes, accelerating deal progression and service delivery without manual work.
• ▶ SALESFORCE-NATIVE Built on the Agentforce platform for seamless data flow, enterprise-grade security, and full compliance. All meeting data stays inside your Salesforce org, no third-party tools required.
• ▶ CONVERSATIONAL AI Clients book and manage appointments naturally through chat. AI qualifies requests and routes them to the right team member based on CRM context and availability.
• ▶ BOOST PRODUCTIVITY Cut manual admin work by up to 20 hours per week. Let reps focus on high-value conversations while Omnito handles scheduling, notes, and follow-ups automatically.
• ▶ STRONGER CUSTOMER OUTCOMES Deliver faster, more personalized customer experiences with natural language scheduling. Shorter prep time and automated follow-ups accelerate deal cycles and improve close rates.
• ▶ ALL-IN-ONE AI MEETING ASSISTANT One Salesforce-native assistant covering scheduling, preparation, note-taking, and follow-up across the full meeting lifecycle, with no external integrations required.