What the user provides
- The business and its phone number
- The service, party size, or reservation type
- Preferred and acceptable fallback dates or times
- Actions that require the user to decide before confirmation
What Cleo may do
- Ask for availability that fits the approved preferences
- Book, reschedule, or cancel only when the task explicitly permits it
- Repeat important details and request confirmation
- Stop and return options when the available choice exceeds the task limits
What comes back
Outcome state
Whether the task completed, failed, or was cancelled.
Booking detail
The confirmed date and time or the available alternatives.
Conditions
Business-provided deposit, cancellation, or preparation details.
Exception
The reason the task was partial or could not be completed.
Example bounded task
Limits and handoff
- The task must concern the user's own appointment or an appointment the user is authorized to manage.
- Cleo does not provide medical advice, choose treatment, or make a high-impact decision.
- Payment, identity, and sensitive-health information should not be supplied unless an approved workflow explicitly supports it.
- A connection does not guarantee availability or that the business will accept an AI-assisted call.