# Intelligent Scheduling





Intelligent Scheduling qualifies a lead, routes it to an owner and books the
meeting in one path.

<Steps>
  <Step title="Qualify">
    Resolve the person and company from the email, then apply your fit and
    territory rules.
  </Step>

  <Step title="Route">
    Existing owners, territories, round robins and approved exceptions.
    → [Routing](/platform/scheduling/routing)
  </Step>

  <Step title="Schedule">
    The matched rep's real availability, in the same interaction. No "someone
    will be in touch".
  </Step>

  <Step title="Measure">
    Every meeting, its owner, and whether it was completed.
    → [Meetings](/platform/scheduling/meetings)
  </Step>
</Steps>

<Frame caption="One scheduler per meeting type, each with its own hosts, duration and routing.">
    <img alt="Schedulers configured in Surface" src="__img0" />
</Frame>

## Qualification, by Example [#qualification-by-example]

A rule set for one scheduler might read:

```plain text
Resolved from vanta.com - Vanta · B2B SaaS · Compliance · United States

  Buyer resolved        Vanta · B2B SaaS · Compliance          blocking  ✓
  ICP fit ≥ 70          Scored 92                                        ✓
  Company size ≥ 50     480 employees                                    ✓
  Eligible to book      United States is a covered territory   blocking  ✓

  → Qualified. Route to an owner and offer a calendar.
```

**Blocking** rules stop the path. **Non-blocking** rules inform it without
gating. Which of your rules are which is set up with you, so ask your FDE for
the rule set on a given scheduler.

## What It Replaces [#what-it-replaces]

| Capability                    | Notes                                                                         |
| ----------------------------- | ----------------------------------------------------------------------------- |
| Qualification-aware routing   | Buyer context and fit rules decide who enters the path at all                 |
| Ownership and territory rules | Existing owners, territories, round robins, approved exceptions               |
| Instant calendar matching     | Correct rep and an available slot, without a handoff                          |
| Unlimited bookings            | No usage caps, overage fees, or per-rep pricing                               |
| Fallbacks                     | Unmatched or unavailable leads go to a controlled review path, not a dead end |
| CRM write-back                | Owner, decision, meeting and context sync to your CRM                         |

## Where It Plugs In [#where-it-plugs-in]

Scheduling sits at the end of a [form](/platform/forms/builder), or fires from a
[workflow](/platform/forms/workflows) for leads that qualify later. Both read
the same [lead record](/platform/leads), so the rules need no second copy of
your ICP.

<Cta title="Replace per-seat scheduling" href="https://www.withsurface.com/platform/intelligent-scheduling" label="See the pricing">
  Routing, qualification and booking in one system, priced without a per-rep
  line.
</Cta>