# AI Front Desk Owner Handoff Packet

Sample buyer-facing packet generated from Setup Your AI private product repositories.

Source: setupyour-agent-products
Data policy: sample fixture only; no live customer records, credentials, uploads, payment data, or private transcripts.
Approval policy: human approval is required before external sends, customer-system writes, booking holds, pricing exceptions, payment-affecting actions, legal answers, refunds, or policy exceptions.

# 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.