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Start with one synthetic customer
- Add a customer and staff notes
- Add a local appointment
- Review a readable playbook and create your own draft
- Preview, approve an exact version and action, then inspect the conversation and outcome.
No external calendar booking or real message delivery occurs in this workspace.
Due work and decisions
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Recorded outcomes
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Customers
Named customer groups
Saved membership uses canonical customer IDs and current source accounts. It does not grant contact permission. Editing a group revises its scope and cancels pending group work; in-flight work remains for reconciliation.
Possible duplicate customers
Compare current customer records using the original seven matching modes. Some modes are approximate or unavailable on current records. This review checks up to 1,000 unarchived customers with an owned synthetic source mapping. Archived records and the labelled capacity fixture cohort are excluded. Phone type and unavailable fields are shown in the review.
Load the current review to inspect candidates. All records are preserved.
Customer records
Search names or source IDs across all imported customers; maximum 100 results. Refresh or a recorded command clears the search.
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Conversations
Bounded conversation work
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Unassigned replies · human review required
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Email, saved responses and inbox are unavailable: this release has not confirmed the email schema and application connection. No empty ready state is implied.
Playbooks
Automatic follow-ups
Campaign automation is not enabled for this release or requires the current human owner.
Sabina bounded conversation guidance
Guidance is scoped to the chosen synthetic source, customer endpoints, purpose, approved business facts, local tools, reply limits and expiry. Approval authorizes bounded replies after current checks; unsupported cases go to staff. It does not create contact permission, a booking or delivery proof.
Bounded guidance projection is unavailable. The setup is inactive until the backend is integrated and a current workspace read supplies versions.
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Surveys
Survey state unavailable. Refresh after the survey schema is ready.
Audiences
Audiences, drip cohorts and bulk customer actions are unavailable: this release has not confirmed the application connection or its storage. No ready empty state is implied.
Staff
Staff tasks and events are unavailable: this release has not confirmed the application connection. No ready empty state is implied.
Billing
Billing reminders
Billing reminders are not enabled for this release. No billing records were read.
Account
Company account
Company plan and payment history are not enabled for this release.
Notifications
Notification settings are unavailable: this release has not confirmed the notification-settings schema, or the current member is not an owner. No ready empty state is implied; everything stays OFF.
Appointments
Calendar & attendance
Day and week use the reference date in each appointment’s timezone; staff events use the current business timezone; week shows seven calendar dates starting there. Business timezone: not configured.
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Imports
Persisted import results
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ABC source connection
ABC fixture schema and application connection are not enabled for this release.
Reports
Review operational results by period. Reading a report creates no messages or bookings.
Settings & operations
Restored-record review requires current owner operator membership. No recovery state is loaded here and no acknowledgement control is exposed.
Inventory & view limits
Views show bounded recent records: 500 customers/appointments/actions and 200 conversations. Capacity-only proposals appear in inventory totals; action views show ordinary work in every state. Capacity proposals are unapproved and do not measure dispatch throughput.
Readiness & recovery
Completion evidence
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