UNVERIFIEDSchema 0.1Version 0.1.3

Guided Notebook

Missed-Call Follow-Up Agent

Design a small, human-supervised workflow that turns a missed call into a timely customer follow-up.

This Lab is currently educational and does not execute code or external actions.
Difficulty
Starter
Estimated time
45 minutes
Cost band
Low
Length
6 Steps

Business outcome

Reduce missed opportunities by preparing a relevant follow-up for review shortly after a caller cannot be answered.

  • A follow-up draft is prepared within five minutes
  • No customer message is sent without human approval

Compatibility paths

Coding approaches

ManualCodexClaude CodeCursorGrok Build

Deployment targets

LocalVps

The Lab remains useful without selecting a coding agent and does not require one model provider.

Known limitations

  • Schema demonstration only
  • No production system, provider credentials, or live delivery is included
Begin Lab
Lab Step 1of 6

Learn

Understand the missed-call problem

Define the outcome before choosing tools.

Instructions

Review the business outcomes, identify the minimum data needed, and keep message delivery outside the agent's authority.

A missed call is an event, not permission to contact a person automatically. Separate event intake, drafting, approval, and delivery.

Lab Step 2of 6

Architecture

Map the bounded workflow

Separate deterministic control from agent drafting.

Instructions

Trace data from the webhook to the reviewer and identify every external boundary.

The backend controls state and the agent supplies only a proposed draft.

Backend

Event intake

Validate and normalize the incoming event.

Agent Runtime

Draft step

Propose text using bounded context.

Human

Approval step

Approve or reject the proposed follow-up.

Relationships

event-intakedraft-step

Provide validated context.

draft-stepapproval-step

Present the draft without sending it.

Success criteria

  • Every component has one clear responsibility
  • The human approval boundary is visible
Lab Step 3of 6

Prompt · Optional

Draft a bounded prompt

Create provider-independent drafting instructions.

Instructions

Edit the example without inserting real contact details, credentials, or private customer records.

Demonstrate a bounded drafting instruction that remains independent of model provider.

Edits stay in this browser.

{{service-category}}

A public description of the requested service category.

Example: home-repair consultation

Lab Step 4of 6

Security Stop

Review data and write authority

Stop before connecting customer systems.

Instructions

Confirm the minimum data, scoped credential types, logs, human approval, and emergency stop before implementation.

Stop and reviewSecurity Stop

Pause and understand the boundary before continuing.

Data visible

  • Conceptual caller contact details
  • Missed-call timestamp

Read capabilities

  • Read bounded customer context

Write capabilities

  • Prepare a draft for review

Credential types

  • webhook-signing-secret
  • scoped-api-token

Affected systems

  • CRM
  • Calendar
  • Customer messaging channel

Logging considerations

  • Do not log credentials or full customer messages

Emergency stop / rollback

Disable intake and delivery independently before investigating failures.

Risk notes

  • Incorrect drafts require human review

Human approval required: Yes

Success criteria

  • No credential values appear in the Lab
  • Message delivery requires a separate human-approved action
Lab Step 5of 6

Test

Verify the safe workflow

Define checks without executing external actions.

Instructions

Use synthetic event data and verify each expected state transition manually or in an isolated test environment.

Validation mode
Deterministic
Expected result
One draft reaches the review state and no delivery action occurs.

Validation instructions

Submit a synthetic event to a test adapter and inspect only redacted state transitions.

Regression criteria

  • Unsigned events are rejected
  • Duplicate events remain idempotent
  • Rejected drafts cannot reach delivery
Local check status Not official verification evidence

Not checked

Success criteria

  • Duplicate events do not create duplicate follow-ups
  • No message is delivered before approval
Lab Step 6of 6

Human Approval

Approve customer contact

Make the external action an explicit human decision.

Instructions

Review the draft, destination, and consequences before choosing approve or reject.

Proposed action

Allow a separately implemented delivery service to send the reviewed follow-up.

Why approval matters: Customer contact is externally visible and may affect trust or legal obligations.

Consequences

  • Approval permits one reviewed message to advance to delivery
  • Rejection keeps the workflow from contacting the customer

If approved

The reviewed draft may advance to an authorized delivery step.

If rejected

The draft is closed or returned for revision without delivery.

Educational choice This cannot authorize a real operation

No local choice recorded.

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