How first contact is handled, contained, and handed off
This page describes how Appointment Copilot functions at a system level. It is an observational overview of behavior and boundaries, not a demonstration or instruction set.
The intent is to make system behavior legible before any implementation decision is made.
Appointment Copilot operates as a first-contact handling layer. It sits between inbound inquiries and your internal processes, with a clearly defined termination point.
Incoming inquiries arrive through configured channels such as calls, texts, forms, chat, or supported messaging platforms.
The system acknowledges the inquiry and captures information within predefined fields. Conversations follow a bounded, professional posture.
Captured information is routed according to rules defined during implementation. Routing is deterministic, not interpretive.
If scheduling is enabled for a workflow, the system may confirm a calendar event. This confirmation marks the terminal point of first-contact handling.
After calendar confirmation—or after routing if scheduling is not enabled—responsibility transitions to your internal team.
Appointment Copilot operates within explicitly defined boundaries. It does not adapt its role dynamically or extend beyond configured scope.
Boundaries, routing rules, and scheduling behavior are configured in collaboration with your team during implementation.
Interactions are documented to support internal review. This allows verification of what information was captured, what routing occurred, and how inquiries were handled.
Appointment Copilot does not determine how documentation is used. Review, retention, and downstream process integration are controlled by your organization.
Operational posture: the system is designed to make first contact legible and contained, not to optimize or influence outcomes.