Feature · Engagement

Booking flows for stylists, designers and gemologists.

Calendar-synced appointment booking with prep questionnaires, automated reminders and post-call follow-up.

The KPI this surface targets
Show-up rate

Scheduled consultations is built around a single, measurable outcome — instrumented against a randomized holdout from day one so the lift you report is causal, not correlational.

Measurement
Holdout cohort
Writeback
CRM + warehouse
What's included

Everything the motion needs, in the box.

Every scheduled consultations surface ships with the controls, integrations, and reporting your operations team expects on day one. No add-ons, no module pricing.

  • 01

    Calendar sync (Google, Outlook)

  • 02

    Prep questionnaires

  • 03

    SMS and email reminders

  • 04

    Post-call follow-up

Inside the product

Four surfaces. One source of truth.

Scheduled consultations is not a widget. It is a product surface for every team that touches the conversation — shopper, advisor, operator, and security — wired into the systems you already trust.

Shopper-side surface

Scheduled consultations renders directly inside your storefront — no popup, no redirect, no separate domain. It picks up your design tokens and ships on PDP, cart, checkout and post-purchase.

Advisor workspace

Your team works from a single console: scheduled consultations on the left, the shopper's live context in the middle, your CRM and order tools on the right. No tab juggling.

Operator reporting

Per-advisor, per-cohort, per-campaign. Scheduled consultations ships with a holdout cohort and writes every outcome to your warehouse so the lift is provable, not vibes.

Enterprise controls

SSO, role-based access, audit log, data residency and PII redaction are on from day one — so security and legal can sign off without an extension.

Playbook

From signal to attributed order.

  1. 01
    Signal

    Cart value crosses your threshold, a returning VIP lands on a key PDP, or a shopper dwells past 90 seconds with a high-AOV variant selected.

  2. 02
    Trigger

    Scheduled consultations fires the right invite — embedded button, exit-intent prompt, scheduled slot, or silent route into an existing queue.

  3. 03
    Conversation

    Advisor opens the call already knowing the cart, last order, loyalty tier and live page. Co-browse, push variants, apply offers, capture consent.

  4. 04
    Outcome

    Order is attributed to the conversation, written to your CRM and warehouse, and scored against the randomized holdout — so finance trusts the number.

How we measure

Instrumented from day one — comparable for life.

Scheduled consultations ships with a measurement framework, not a benchmark. Every cohort runs against a randomized holdout in your own data — so the number you take to finance is yours, auditable, and repeatable across stores, channels and seasons.

The measurement loop
  1. 01
    Randomize

    A control slice of eligible traffic is held out of the assisted experience at session start.

  2. 02
    Attribute

    Every order is tied back to a scheduled consultations session — or to the matched holdout — at the identity layer.

  3. 03
    Report

    Lift, AOV delta and contribution land in your warehouse, your CRM and your BI tool of choice — not a vendor dashboard.

What you report
Show-up rate

The KPI scheduled consultations is built to move. Magnitude depends on your category, traffic mix and current baseline.

Where it lands
CRM, warehouse, BI

Conversation, outcome and consent flags written to systems you already own — queryable, exportable, yours.

Why it matters

The difference between guessing and knowing.

Without scheduled consultations
  • Generic chat queues with no shopper context
  • Calendar links that lose the cart on the way
  • Vendor dashboards your CFO does not trust
  • Pixel attribution that quietly steals credit
With scheduled consultations
  • Scheduled consultations reads live signals before the call starts
  • Conversations stay tied to the cart and order
  • Outcomes export to your warehouse and CRM
  • Holdout cohorts prove the incremental lift
Scheduled consultations integrations

Works with the stack you already run.

Common questions

Built to slot into the stack you already run.

Talk to a specialist
  • How long does scheduled consultations take to ship?

    Most teams are live in under two weeks. We handle the embed, the routing rules, and the first cohort review with your operations team.

  • Do we need to change our tech stack?

    No. LiveCart drops into your existing PDPs and writes back to Shopify, Salesforce, HubSpot, Klaviyo and your warehouse — without adding new sources of truth.

  • Will it work alongside our existing chat or support tool?

    Yes. LiveCart is built for revenue conversations, so it lives next to support — never on top of it. Most customers route a small intent-qualified slice into LiveCart on day one.

  • What should we measure in the first 90 days?

    Scheduled consultations is built around one KPI: show-up rate. We instrument a randomized holdout from day one so the lift you report back to finance is comparable, not anecdotal — the magnitude depends on your category, traffic mix and current baseline.

  • Who owns the conversations, recordings and data?

    You do. Recordings, transcripts and consent flags live in your tenant. We provide deletion, redaction and export APIs out of the box.

Get started

Start converting in minutes, not quarters.

See LiveCart on your real product pages. A 30-minute demo with our team — no slides, just your funnel.