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AE Handoff & BookingMeetings booked, with the AE already briefed.

When a lead is ready, Codexa books time on the right account executive's calendar and hands over everything the agents learned, so the first meeting starts where the conversation left off.

Book a DemoSee a handoff
  1. ReadyThe lead is qualified.
  2. Right AEThe owner is found.
  3. BookedA time is agreed.
  4. BriefedThe AE has the context.
The moment that matters

The handoff is where good conversations go cold.

A qualified lead becomes a task, the AE emails days later and asks the same questions the lead already answered. Interest fades in the gap.

Without
TueLead qualifiedTask created for an AE
ThuAE emails to find a timeThree back and forth replies
MonMeeting finally bookedA week after interest peakedLate
Mon"So, what are you looking for?"Same questions again
A task, then a waitThe lead goes from a live conversation to an inbox, and has to start over with the AE.
With Codexa
TueLead qualifiedIn the conversation
TueTime agreed on the spotSara's open slot, Tue 10:00Booked
TueBrief sent to SaraNeed, decision, timeline
Next TueMeeting starts from the brief"You mentioned follow-up speed"Briefed
A meeting, right awayThe time is agreed inside the conversation and the AE joins with the full context.
Inside a handoff

From yes to a booked meeting.

Qualification is complete and the lead has agreed to talk to someone on your team.

Routing picks the owner by account, territory or availability, so the lead meets the right person.

Open slots on that AE's calendar are offered in the conversation, in the lead's own time zone.

Both people get the invite with a video link, and the meeting lands on the AE's calendar.

The AE gets the need, the decision maker, the timeline and the full conversation before they join.

After booking

Every meeting is set up to happen.

Booking is only half of it. Codexa keeps the meeting on track until both people are in the room.

Meeting bookedWhat happens before the meeting
Invite sent
Brief delivered
Reminders set
Confirmed

Reminders before the meeting

The lead gets a short reminder before the meeting, and the AE gets the brief again an hour before.

Needs a new time

Reschedule without the back and forth

If the lead needs to move it, new times are offered right away from the AE's calendar.

No show

Follow up and rebook

A missed meeting gets a friendly follow-up and new times, and the AE is told what happened.

The handoff

Your AE walks in already briefed.

The conversation does not disappear when the meeting is booked. Everything the AE needs is attached to the meeting and the lead.

FAQ

AE handoff and booking questions, answered.

Routing follows your rules. A lead can go to the account owner, the AE for that territory, or the next AE with open time.

  • Account owner
  • Territory AE
  • Next AE with open time

Codexa reads open times from the AE's calendar and only offers slots that are free, so nothing gets double booked.

  • Reads the AE's calendar
  • Only free slots offered
  • No double booking

The need in the buyer's own words, who makes the decision, the timeline, the signals that led here and every conversation so far.

  • Need in the buyer's words
  • Decision maker and timeline
  • Every conversation so far

It is attached to the calendar invite and saved on the lead record in your CRM, so the AE can read it from either place.

  • On the calendar invite
  • On the CRM lead record
  • Readable from either place

Every invite has a reschedule link. If the lead asks to move it or does not show up, new times are offered from the AE's calendar and the AE is told.

  • Reschedule link on every invite
  • New times offered
  • AE told right away
Where it fits

Where agents hand off to your team.

AE Handoff & Booking is the last step of Engage & Qualify, where agents hand a qualified lead to your team.

1Pillar

Discover & Prioritize

Agents find and rank the accounts worth your time.

2You are here

Engage & Qualify

Agents start conversations and qualify interest.

3Pillar

Report & Secure

Managers see performance, data stays in your systems.

A lead's path:QualifiedRoutedBooked and briefedManager dashboard
Ready when you are

Put the Autonomous GTM Platform to work.

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