Operations
Inbound booking requests from public booking pages, the website AI agent, and event capture.
| Requester | Booking Page | Requested Slot | Location | Source | Status | Actions |
|---|---|---|---|---|---|---|
Daniel Okonkwo daniel@example.test | Fact Finder — Public Booking | May 7 · 3:00 PM – 3:45 PM | Zoom | website agent | pending | |
Patrice Moreau patrice.moreau@example.com From event: EA Pinder Retirement Readiness Workshop | Event Follow-Up — Quick Call | May 4 · 4:00 PM – 4:20 PM | Phone | event | approved | |
Patrice Thompson +1 555 010 0210 | Annual Review | May 9 · 1:00 PM – 1:45 PM | Zoom | internal | pending |
Approve / Decline / Convert actions are Phase 4b. Each action will be wrapped in a single transaction with an audit_logs entry.