02 / Featured agent
Intake and Scheduling Agent
Gather the right request details, prepare a scheduling handoff, and escalate edge cases before a commitment is made.
Designed for
Service businesses that qualify requests, collect job details, and coordinate appointments through a repeatable intake process.
Custom scope. Human authority remains explicit.The operating problem
Prepare the repeatable work without hiding responsibility.
Incomplete requests create phone tag and duplicate entry. Schedulers spend time asking the same questions, while unusual jobs still require experienced judgment.
Check answers against service-area and request-type rules.
Prepare the information needed to offer or confirm a time.
Route exceptions, conflicts, and special requirements to a person.
The operating contract
Known inputs. Visible outputs.
The final design depends on the client’s systems and policies. These are the categories Dreki defines before an agent receives production responsibility.
Approved inputs
- Approved qualification questions
- Service-area and request-type rules
- Scheduling policies and required buffers
- Authorized calendar or scheduling data, when configured
Prepared outputs
- Complete intake summary
- Missing-information request
- Scheduling-ready handoff
- Exception queue with the reason made visible
Approval and escalation
- Nonstandard scope, access, safety, or service-area questions
- Priority overrides and schedule conflicts
- Pricing, deposits, guarantees, or other commercial commitments
Workflow change
From interruption-driven to checkpoint-driven.
People reconstruct the routine.
A scheduler reconstructs every request, repeats qualification questions, and discovers conflicts after the customer expects a time.
The routine arrives prepared.
The agent prepares a complete, policy-aligned intake record. A person owns unusual requests, final commitments, and any decision outside the defined rules.
Human authority
The agent has a job, not a blank check.
Dreki defines the stop conditions before deployment. When a workflow crosses one, the system exposes the reason and hands control to the named person.
Human approval points
- Nonstandard scope, access, safety, or service-area questions
- Priority overrides and schedule conflicts
- Pricing, deposits, guarantees, or other commercial commitments
Explicit exclusions
- It does not promise a time that the source system has not made available.
- It does not decide whether a complex or unusual job is safe or appropriate.
- It does not collect information that the approved intake does not need.
Data boundaries
- Collect the minimum information required to qualify and schedule.
- Restrict calendar access to the exact actions the workflow needs.
- Document where intake records are stored and who may review them.
Implementation path
Start with one accountable workflow.
A scoped engagement moves from operating reality to a controlled production responsibility. No connection or capability is assumed before discovery.
- 01
Audit
Map the workflow, the friction, and the decisions that must stay human.
- 02
Design
Define the agent's job, trusted sources, boundaries, and escalation path.
- 03
Deploy
Introduce the system through visible checkpoints and controlled responsibility.
- 04
Optimize
Review the work, improve the instructions, and adapt as operations change.
Proof approach
Intake Gate
A simulated request begins with incomplete service details and includes one condition that requires office review.
Progressive intake questions
A scheduling-ready summary
An exception routed without an automatic promise
Buyer questions
Questions to resolve before scope.
Will it book every request automatically?
No. Automation is limited to approved rules and connected availability. Edge cases remain with the accountable scheduler or owner.
Do we need to replace our scheduling software?
Not necessarily. Dreki first evaluates the current workflow and available connection options. A replacement is not assumed.
Can we choose which questions are required?
Yes. The intake is designed around approved business requirements, data minimization, and a clear reason for each question.
A scoped first step
Bring one workflow worth examining.
Dreki will map the current handoffs, identify the decisions that must stay human, and determine whether a bounded agent is a practical fit. Estimates are scoped after that conversation.
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