Platform for Automating Sales Appointments
+70%

increase in appointment bookings — SUMO’s service scheduling solution reported a 70% rise in bookings while reducing cancellations by 35%

+35%

growth in customer & staff satisfaction

+25%

improvement in staff productivity — noted by professional services clients

+70%

increase in appointment bookings — SUMO’s service scheduling solution reported a 70% rise in bookings while reducing cancellations by 35%

+35%

growth in customer & staff satisfaction

+25%

improvement in staff productivity — noted by professional services clients

ABOUT PROJECT
SUMO Scheduler is a SaaS platform with AI-powered functionality for automating appointment scheduling, customer communication, and email notifications. It targets businesses of all sizes that need ready-to-integrate tools without relying on in-house development.
Location:
USA
Project:
SUMO scheduler
Date:
2025
Industry:
SalesTech, MarTech, SaaS
CLIENT & Business context

The client aimed to scale their product offerings by empowering external businesses (in sectors like banking, education, healthcare, retail, professional services, nonprofit, etc.) with a plug-and-play solution for appointment booking, customer chat/call interactions, and email reminders—delivered via a unified, AI-powered interface.

Internally, the SUMO Scheduler team needed enhanced administrative tools—such as robust feedback modules and system notifications—to better support user retention, product improvement cycles, and seamless coordination with other development teams.

Goal & Constraints
We built an AI-powered scheduling solution that streamlines client communication, automates booking, and integrates seamlessly into websites
01/
Deliver essential features within tight deadlines while staying flexible and ready to adapt to shifting client priorities.
02/
Integrate an AI-powered chat widget as a seamless, plug-and-play solution.
03/
Maintain high quality and flexibility through close collaboration with client teams.
04/
Product approach
As the core development partner, our team focused on:
01/
Delivering AI-powered features such as a customizable chat widget with booking and live communication capabilities
02/
Implementing modular infrastructure for scalable email notifications and feedback collection
03/
Ensuring seamless integration across multiple use cases and client website environments
04/
Technical Architecture

Core Stack & Infrastructure

  • Backend: Java
  • Frontend: React, TypeScript
  • Database: DynamoDB
  • AI / LLM: OpenAI API
  • Hosting: AWS

System Modules

UI/UX Features

Integrations

Key Features Built:

  • User feedback collection module integrated into the admin panel, enabling continuous product improvement
  • Custom email notification builder for platform users to create and manage personalized system messages
  • Automated system email alerts for SUMO platform users, improving communication and reducing manual follow-ups
  • Product scanning module
  • SSE (Server-Sent Events) connection for real-time updates
JTBD
UI/UX Features

Modular architecture

Modular architecture to support future scaling and integration of new AI-driven components

AI-powered chat widget

AI-powered chat widget with booking, live chat, and call capabilities — fully embeddable and customizable for any client website

Planned features
01/

AI-powered scheduling enhancements — intelligent time slot recommendations, conflict detection, and smart rescheduling options

02/

AI-driven booking automation — allowing the system to proactively suggest, confirm, or adjust meetings based on user behavior and availability

03/
04/
05/
Tech Stack & Tools Used
Java
React
TypeScript
DynamoDB
AWS
OpenAI
Notion
Jira
Figma

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  • vlad
    Vladyslav Tamashchuk
    CEO | Founder
    $100
    Consultation fee
  • max
    Max Blokhin
    Account Manager, Chief Sales Officer
    $0
    Intro call
  • oleh
    Oleh Chervinskyi
    Upwork Manager – Leadgen & Sales
    $0
    Intro call