POWER-UP
Digital ISA
AI scheduling with human escalation. AI-assisted 24/7 appointment scheduling with human escalation. Works across lead follow-up, campaign responses, deal coordination, and buyer scheduling.
$79
/mo
Scheduling Assistance With Guardrails
24/7 Availability
AI Qualification
Smart Scheduling
Confirmation Workflows
Multi-Context Support
Human Escalation
How Digital ISA Works
Digital ISA workflow
From inbound trigger to confirmed appointment
Digital ISA helps qualify interested contacts, route scheduling paths, and prepare confirmations with reviewable controls.Step 1
Capture inbound trigger
New lead, email reply, SMS response, or web request starts the scheduling path.Step 2
Qualify intent
Lead score, intent, time zone, and tags help decide the right queue.Step 3
Route scheduling priority
Priority, standard, or nurture paths keep follow-up aligned to lead quality.Step 4
Check calendar context
Availability and focus-time protection support booking decisions.Step 5
Prepare confirmation
Email, SMS, calendar invite, and reminders can be queued after approval.Lead context
Qualification uses lead status, tags, and conversation source.Calendar fit
Availability checks help avoid double-booking and protected blocks.Confirmation flow
Meeting confirmations and reminders stay tied to the record.Handoff ready
Booked or queued calls can move into follow-up workflows.Digital ISA in Action
Lead Follow-up
Campaign Responses
Deal Coordination
Buyer Scheduling
Pilot Planning Inputs
Scheduled
Follow-up windows and coverage rulesReviewed
Qualification prompts and handoff notesApproved
Meeting requests before calendar handoffFeature List
24/7 AI appointment scheduling
Lead score gating (VIP priority)
Focus time protection blocks
Self-service rescheduling portal
Intelligent follow-up sequences
Multi-context support (leads, deals, buyers)
Calendar conflict prevention
Human-in-the-loop escalation
Appointment confirmation workflows
Frequently Asked Questions
Digital ISA is purpose-built for appointment scheduling. It integrates with your calendar, respects your availability, handles rescheduling, sends reminders, and knows your business context. Generic chatbots can't do this.
Digital ISA supports buffer times, focus time blocks, different appointment types with different durations, VIP priority scheduling, and team calendar coordination. You configure the rules and review the exceptions.
The AI is designed to be helpful, ask clarifying questions, and follow your disclosure and escalation rules. You can customize the personality and handoff behavior.
OrbiLattice appointments work inside the platform today. Google Calendar and Microsoft 365 connection paths are available for controlled verification, but live two-way synchronization is not yet a public promise. Apple Calendar is not currently supported.
Complex or unusual requests are escalated to you with full context. You'll get a notification with the conversation history and can take over manually. The AI learns from these handoffs.
Digital ISA is built into the OrbiLattice platform. It works with any product or bundle. Appointments are logged in your deal pipeline, and lead scores are updated based on scheduling behavior.