Account-Wide User Booking Guidance

in the Book Appointment dialog, the system now has two sources of guidance to draw from:

Journey agent rules (existing) — If the selected contact has an open opportunity and their assigned AI agent has calendar booking rules configured, those rules are used to recommend a calendar and user. This behavior is unchanged.

(new) — If the contact has no relevant journey agent, the system now can fall back to account-level rules you can configure once and have applied across all manual bookings. These rules work the same way as agent rules — you describe your routing logic in plain language, organizes and generates the logic, and you can test it before saving.

, unnecessary if you just book into a couple calendars and rotate through users with calendar level user selection.

To configure account-wide rules, go to → → . If you've already set up calendar selection rules on an AI agent, you can copy them as a starting point.

These account wide guidance rules are for team member guidance only and are never used by AI agents when booking autonomously (they use their own rules which you can configure).

For more info, see → →