Workflow RecipesReview the base workflowLocal learning progress only. No recipe action has started in this browser.
Quest log
Intermediate
Manual
Workspace availability applies
Agent
Investor
Wholesaler
Operations Lead
Handle supported Wave 1 exceptions
Recognize supported caution, stale-evidence, conflict, cancellation, and no-show paths without inventing unsupported automation.Access And Alternatives
Supported exceptions can be reviewed manually; unavailable exceptions stay explicitly pending.Can I try sample data?
Focused tests cover supported exception states; no separate public sample tour is claimed.Can I do it manually?
Use the native reply, contact, and calendar review surfaces for supported cases.Can the assistant prepare it?
Assistant support is unavailable for appointment cancellation and rescheduling until registered aliases exist.What access is required?
An existing Wave 1 record in the relevant exception stateIs there a usage or provider dependency?
Unsupported exception behavior is not simulated as if complete.What if access is unavailable?
Return to the supported provider-independent chain and handle the exception manually.Steps
Your local learning progress. This is not proof that work was completed.1 of 5: Identify the exceptionNot started
- 1Identify the exception
- 2Review the caution or conflict evidence
- 3Use the supported native decision
- 4Confirm only the selected mutation
- 5Verify the resulting state
Supported Exceptions
Low-confidence or caution-bearing reply
Review the visible cautions and require an explicit operator decision.Supported
No-action or follow-up reply disposition
Record the explicit disposition without sending or creating a task automatically.Supported
Stale or conflicting qualification evidence
Refresh or resolve the evidence; reject cross-contact or stale linkage.Supported
Appointment conflict
Review the conflict and prepare a different local time before creation.Supported
Cancellation or no-show
Use the native cancellation or attendance control and confirm it separately.Supported
Assistant-led cancellation or rescheduling
Use the manual calendar path until registered assistant aliases exist.Unavailable
What This Teaches
- How to start this workflow without guessing the first screen.
- How to use Mission Control as the manual path.
- How to check what happened and decide whether another step is worth doing.
What Happens Next
Record outcome and review follow-up- Exception evidence reviewed
- Supported state recorded
- Unsupported path clearly pending
Ways To Practice
Sample pathSupported exceptions have focused test evidence but no separate cookbook sample tour.
AI helper pathPending until this helper path has enough proof.
Prerequisites
- Familiarity with the base reply-to-attendance chain
- An existing record in an exception state
Readiness And Safety
Manual ready
Outcome ready
Needs evidence
- Do not build unrelated domain behavior to fill an unavailable tutorial branch.
- Do not infer outcomes from silence or provider activity.
- Keep corrections explicit and reviewable.