TERRA-505 · Tasks & AI assistant

Review the request. Reserve the slot.

Manage local resources and offered slots, review a customer's request on their clock, and confirm a reservation with conflict checks. An eligible outbound CRM call can reserve a staff-prepared slot after explicit English confirmation. External calendars and automatic reminders are unavailable.

Beta

Included capabilities

Staff-reviewed requests

Record a customer request and review a specific slot before confirming it.

Local calendar

Manage offered slots for a named resource in its time zone. Concurrent reservations cannot double-book it.

Cancellation history

Cancel a reservation to release its slot while retaining the request and reservation history.

The guided demo shows one selected workflow. Availability depends on what is enabled in your configuration; beta items are labelled above.