Casey <casey@example.com>
wedding inquiry for September Saturday; 150 guests; wedding, September Saturday, 150 guests, wants a weekend tour.
Urgency: high. Value: high.
Generated from setupyour-agent-products
AI Front Desk handoff demo
This is a static proof packet generated from the private agent product repo. It turns a sanitized buyer conversation into an owner handoff, a human-approved reply draft, missing details, risk flags, and approval boundaries without sending anything autonomously.
Human-approved reply.
Owner approves every external customer reply, availability confirmation, pricing exception, booking hold, and customer-system write.
Ask before promising.
- preferred tour windows
- exact wedding date
- phone number
Escalate before sending.
- Escalate pricing, refund, legal, contract, or complaint language.
- Do not confirm availability, booking holds, or calendar changes.
- Escalate pricing exceptions and discount requests.
- Escalate legal, contract, safety, refund, or complaint language.
Generated owner handoff
Draft, flags, and non-goals.
The handoff refuses availability, pricing, booking, calendar, and customer-system writes.
# AI Front Desk Handoff: Mountain View Events Lead: Casey <casey@example.com> Urgency: high Estimated value: high ## Buyer need - wedding inquiry for September Saturday; 150 guests; wedding, September Saturday, 150 guests, wants a weekend tour. ## Suggested human-approved reply Hi Casey, thanks for reaching out to Mountain View Events. I have you looking for a wedding around September Saturday for about 150 guests. We can help with tour next steps, but the owner needs to confirm availability and any pricing exceptions before anything is promised. Could you send preferred tour windows, exact wedding date, phone number? ## Missing details - preferred tour windows - exact wedding date - phone number ## Risk flags - Escalate pricing, refund, legal, contract, or complaint language. - Do not confirm availability, booking holds, or calendar changes. - Escalate pricing exceptions and discount requests. - Escalate legal, contract, safety, refund, or complaint language. ## Approval policy - Owner approves every external customer reply, availability confirmation, pricing exception, booking hold, and customer-system write. ## Non-goals - No autonomous external sending in v0. - No booking holds, calendar changes, CRM writes, payment-affecting actions, or availability confirmations without owner approval. - No answers beyond approved facts.