SchedX
SchedX is an AI voice agent for inbound pre-sales that speaks live with website visitors and calls form leads back, answering product questions, qualifying them, booking meetings and routing each lead to the right rep.
What is SchedX?
SchedX is an AI voice agent published by KlentySoft, Inc, the company behind the Klenty sales engagement platform, and positioned as an AI Inbound SDR: an automated inbound sales development representative. It works in two modes. As what the site calls a Talking Website, it speaks live with visitors, who reach it either by clicking a phone number displayed on the page or by tapping a “Talk Now” button in the widget. As a calling agent, it dials back leads who have filled in a form, in a claimed five minutes or less.
The agent is trained on the customer's product: value proposition, use cases, pricing and competitors. Once trained, it answers visitors' questions, applies the qualification criteria the customer supplies and fills the matching fields — BANT, MEDDIC or an in-house framework — scores the lead from the answers it obtains, discusses availability and books the appropriate slot on the sales calendar. Because it is also given the team hierarchy and the routing strategy, it assigns each lead to the right rep without a manual handoff. When a prospect does not pick up, it follows up by phone, email and SMS.
The site frames the product against three alternatives it judges inadequate: human sales teams, whose follow-up it describes as slow and email-heavy; rule-based chatbots, built for support and limited to static text; and calendar tools, which book a slot without qualifying anyone. It backs the argument with market figures — a 42-hour average B2B response time to inbound leads, fewer than 25% of B2B companies calling their inbound leads, and 9% of B2B buyers considering websites trustworthy — and with a before-and-after comparison of 48 hours to a meeting by hand against four minutes with SchedX.
Setup is presented in four steps and “five minutes or less”: train the agent on the product, create and test it, add SchedX to the website, then watch visitors convert. An AI Agent Studio builds a first agent from a website URL alone, and a library of vertical agents — wellness, property management, dental practices, education admissions — can be called live. The scope is narrow and worth stating plainly: the site is English-only, and there is no public API, no mobile application and no published price.
What it does
- Talk live to website visitors and answer their questions about the product, its use cases and its pricing
- Call inbound leads back within five minutes or less of a form submission
- Qualify leads against the customer's own criteria and fill qualification fields such as BANT or MEDDIC
- Book meetings on the sales team's calendar after discussing availability
- Route each lead to the right sales rep according to team hierarchy and routing strategy
- Score leads from the answers collected during the conversation
- Follow up by phone, email and SMS when a prospect does not pick up
When to use SchedX / When not to
A quick filter to help you decide if SchedX is the right fit.
When to use SchedX
- B2B marketing and sales teams whose inbound enquiries and demo requests currently wait hours or days for a first reply
- High-traffic websites where visitors leave without ever getting an answer to a question about the product
- Structured sales organizations that already have a team hierarchy, a routing strategy and qualification criteria such as BANT or MEDDIC to apply
- Appointment-driven verticals covered by the ready-made agent library: health and wellness clinics, property management, dental practices and education admissions
- Real estate, retail and e-commerce, travel and hospitality businesses whose revenue depends on turning enquiries into booked appointments
When not to use SchedX
- Buyers who need a published price or a self-service purchase: no amount is disclosed anywhere and every path ends at a sales demo
- Product and engineering teams wanting to embed voice into their own stack: SchedX publishes no API and no developer documentation
- Organizations that must confirm CRM, calendar or telephony compatibility before signing, since no integration is named on any SchedX page
- Teams operating in any language other than English: no interface or conversation language is declared
- Regulated buyers who need HIPAA, SOC 2 or ISO 27001 evidence, or contract terms written for voice: the published terms date from 24 May 2018 and never mention SchedX or calling
How to use SchedX
A typical end-to-end flow, from setup to results.
- Request a demo through the booking form, or generate a first agent yourself in the AI Agent Studio by entering your email address, your phone number with country code and your website URL
- Call one of the ready-made vertical agents — wellness, property management, dental, education — to hear how a live conversation actually runs
- Train SchedX on your product: value proposition, use cases, pricing and competitors
- Set the qualification criteria and the fields the agent must fill, following BANT, MEDDIC or your own framework
- Describe your team hierarchy and routing strategy so that each lead reaches the right rep
- Connect the sales calendar on which the agent will book meetings
- Create the agent and test it before putting it in front of visitors
- Add SchedX to your website: the widget script is served from the publisher's CDN and needs no development work
- Give visitors the two entry points: the clickable phone number shown on the site, or the Talk Now button in the widget
- Watch inbound traffic convert into booked meetings, with phone, email and SMS follow-up for prospects who do not answer
Pros & Cons
Pros
- Response measured in minutes, where the site puts the market average at 42 hours
- Brings into a single flow what usually takes three tools: answering product questions, qualifying the lead and booking the meeting
- Structured qualification on established sales frameworks, with BANT or MEDDIC fields filled during the conversation
- Routing to the right rep built in, with no manual handoff step
- Can be heard before any sales contact: vertical agents are live-testable and the AI Agent Studio builds an agent from your own site
- Installation announced in four steps and five minutes, widget only, with no development required
- Backed by an established sales engagement vendor claiming 80+ employees, 5,000+ customers and 45 countries
Cons
- No published price: no pricing page, no tier, no amount, and no free trial or free plan of the product itself
- No named integration on any SchedX page, so CRM, calendar and telephony compatibility cannot be checked before contacting sales
- No API and no developer documentation
- Terms and privacy policy dated 24 May 2018 and written for the publisher's sales engagement platform: nothing on call recording, callee consent or transcript retention
- No documented way to exclude customer data from model training, and no published subprocessor list — the terms only cite examples such as Amazon Web Services, Heroku, Salesforce and MongoDB Cloud Atlas
- No security certification claimed, neither SOC 2 nor ISO 27001 nor HIPAA, although agent templates target dental and health practices
- Hosting announced in the United States “or other countries that we choose to use”, with no European region, no postal address, no contact page and no declared language other than English
Pricing & Plans
No price is published. SchedX has no pricing page — the URL returns a 404, the sitemap lists none, and none of the five JavaScript bundles inspected contains an amount — and the tool announces neither a free trial nor a free plan of its own. The single documented commercial route is a demo request (Schedule a Demo). The AI Agent Studio sits at a URL containing “free-tool”, but it is presented as an agent generator, never as a free plan or a trial of the service. Pricing is therefore established by quotation, and no entry price or currency can be stated. The publisher's generic terms of service, dated 24 May 2018, provide that fees are billed in advance on a recurring basis, that sums paid are non-refundable, that price changes are notified 30 days in advance, and that unpaid invoices carry a 1.5% monthly late charge. Note also that the price list reachable under the SchedX blog path belongs to the Klenty platform, not to SchedX.
Data, GDPR & hosting
A consolidated view of how SchedX handles your data.
GDPR overview
The terms and privacy policy linked from the SchedX footer are Klenty's, both dated 24 May 2018 and hosted on klenty.com. The policy invokes contractual necessity, legitimate interest and, where applicable, consent, and positions KlentySoft, Inc as a processor for customer data and a controller for its own users. A Data Processing Agreement incorporating the Standard Contractual Clauses is available on request from support@klenty.com; a data protection officer answers at dpo@klenty.com and a privacy channel at privacy@klenty.com. Access requests are answered within 30 days, and California Civil Code sections 1798.83-1798.84 are addressed. No Article 27 EU representative is designated, no European hosting region is offered and no certification such as SOC 2 or ISO 27001 is claimed; SSL encryption in transit is the only technical safeguard stated. A responsible disclosure program acknowledges reports within 48 hours.
Who owns the data?
KlentySoft, Inc publishes SchedX under Klenty's terms of service, dated 24 May 2018. Those terms state that the customer retains all right, title and interest in the content it uploads. The publisher receives only a non-exclusive, royalty-free, transferable license limited to operating the service, and undertakes not to access or modify that content except to deliver the service, resolve a technical incident or answer a support request. For prospect data handled through the product, the publisher declares itself a processor rather than a controller under the GDPR: each customer remains responsible for informing its own prospects, and access, rectification or deletion requests must be addressed to that customer, not to KlentySoft.
Reuse rights
The privacy policy, also dated 24 May 2018, lists what is collected: name, email address, browser information, payment card details and server logs (IP address, cookies, pages viewed, time spent). Customers additionally upload prospect data — names, phone numbers, email addresses — along with tracking activity such as opens, clicks and replies; mailbox access through SMTP/IMAP credentials or OAuth tokens is provided for, with a stored copy of messages sent and received, and a tracking script can be installed on the customer's own website. The stated purposes are operating and improving the service, billing, support, usage analysis, personalization and aggregated benchmarks. Data is shared with trusted service providers, may transfer in a merger or sale of assets, and is disclosed where the law requires it; the publisher commits to neither renting nor selling personal data in identifiable form, while third-party analytics services do receive a user's name and email address. On model training the only commitment is narrow — Google Workspace APIs are not used to develop, improve, or train generalized AI and/or ML models — and no general position is taken on training from customer data. Do Not Track requests are not supported, and users are asked not to route sensitive data such as social security numbers, financial data or protected health information through the service.
Data retention & training
Hosting summary
Klenty's privacy policy, dated 24 May 2018, states that the information collected “may be transferred to, and stored and processed at, a destination in the United States or other countries that we choose to use”. That sentence is the whole of the published commitment: no data centre is named, no European region is offered, and the customer is given no choice of location. For European transfers, the publisher relies on a Data Processing Agreement incorporating the Standard Contractual Clauses, available on request from support@klenty.com. The terms of service cite service providers as examples — Amazon Web Services, Heroku, Salesforce, MongoDB Cloud Atlas — but no formal subprocessor list is published, so the actual hosting chain cannot be verified. SSL encryption in transit is claimed; no certification such as SOC 2 or ISO 27001 is mentioned anywhere. The schedx.ai site itself is served behind Cloudflare on an anycast address, which says nothing about where customer data ultimately resides. Any data residency requirement should therefore be settled contractually before signing, because nothing published answers it.
Things to keep in mind
Risks and trade-offs to weigh before adopting SchedX.
- The terms and privacy policy linked from SchedX are Klenty's, dated 24 May 2018, and never mention SchedX, voice, call recording or the consent of the people called
- Three corporate names coexist: “SCHEDX AI TECHNOLOGIES” in the SchedX footer, “KlentySoft, Inc” in the legal documents and “Klenty Soft Inc.” on the publisher's about page, none of them traceable in a searchable register
- A tool that telephones prospects puts the user on the hook for telemarketing rules; the site documents nothing on consent, do-not-call lists or how long call recordings are kept
- Agent templates target dental practices and health and wellness clinics while no certification or sector compliance is claimed, and the privacy policy explicitly asks users not to send protected health information
- The minimum age is contradictory: the terms require 18, the privacy policy sets 16 for data collection
- No postal address and no working contact page, every email address on the site is obfuscated by Cloudflare, Do Not Track is not supported and no opt-out from model training is documented
- The blog served under the SchedX domain is Klenty's: its prices, its “Klenty vs” comparisons and its free trials belong to a different product and inflate the apparent depth of the site
Setup & Integrations
Technical difficulty
Technically low. Installation comes down to four announced steps and a claimed five minutes: a widget script served from the publisher's CDN is added to the site, with no development and no API to integrate, and the AI Agent Studio can build a first agent from a website URL alone. The real effort is not technical: training the agent on the product, defining the qualification criteria and fields, describing the team hierarchy and routing strategy, and connecting the sales calendar. Expect that preparation to take considerably longer than the installation itself.
Deployment
Behind SchedX
Resources
All the official URLs gathered for verification and reference.
Frequently asked questions
What is SchedX?
How does a visitor actually talk to the agent?
How long does it take to set up?
Can I try it before speaking to a salesperson?
Does it qualify leads against our own criteria?
What happens if the prospect does not pick up?
How much does SchedX cost?
Is there an API?
Who publishes SchedX?
Where is the data hosted, and is a DPA available?
Should you pick SchedX?
SchedX does one thing and says so plainly: turn inbound traffic into qualified meetings. On the functional side, the promise is unusually well documented — two entry points for the visitor, four setup steps, a stated qualification method, an explicit routing rule, and multichannel follow-up when nobody picks up. A prospective buyer can even hear the product before contacting anyone, through a live vertical agent or through the AI Agent Studio, which is rare in this category.
Commercially, the opposite is true. Nothing about the business terms is public: no price, no tier, no named CRM, calendar or telephony integration, no postal address, no working contact page, no social account. The contractual base is inherited from the publisher's other product and dated 24 May 2018, seven years before the schedx.ai domain was registered. It never mentions SchedX, voice, call recording or the consent of the people called — which matters for a tool whose whole function is to telephone prospects.
Being published by KlentySoft, Inc lowers the risk of the product simply vanishing, and the vendor's scale claims are reassuring, but corporate longevity does not fill documentary gaps. The product itself is young: the domain was registered on 24 April 2025 and first archived on 28 May 2025.
Worth a look if you run a B2B site with real inbound volume, an existing routing strategy and a response time currently measured in hours. Check before buying: the actual price and billing unit, which CRM and calendar it connects to, what becomes of call recordings and transcripts, how the consent of the people called is handled in your jurisdiction, and, if you operate in healthcare or dentistry, whether any compliance commitment exists at all, since none is claimed.
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