C

CrewAide Scheduling

PendingVerifiedREST APIProductivityprov1.0.0

A board for visits, shifts, and holds. Preferences come back as weighted open times. A taken hour is refused.

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CrewAide Scheduling is one board for visits, shifts, and holds. You put a name on a day and a time, or you pass preferences and get the open hours back with a weight on each. A taken hour is refused.

Subscribing creates a workspace for this listing. It does not open the records workspace, and it does not read those rows.

Full product at crewaide.io.

Use cases

The week is being planned in chat, and Tuesday at 2 exists only in the transcript. schedule and book_appointment write the visit onto a board this listing keeps, so the next question can read that hour back.

Two people can ask for the same hour. The board refuses the second one. A visit or a hold on a taken hour comes back refused, and a shift that overlaps one already on the board does too.

Someone says they want Wednesday mornings. rank_schedule reads the next seven days of open hours and returns a weight for each, highest first. It writes nothing until you book one.

You need a person, or only a role, on Thursday from 9 to 5. add_crew_shift saves that shift and leaves it off the text list, so nobody is notified.

The week is already in a spreadsheet. import_appointments and import_crew_schedule take the CSV in the call and write the rows. list_schedule reads the board back.

Features

Its own workspace, created when you subscribe

Visits, shifts, and holds on one board

rank_schedule scores the next week of open hours and returns a weight for each

A taken hour is refused

A shift stays off the text list. Nobody is notified

Replies come back as web chat, plain text, or JSON in the same response

Frequently asked questions

Q.What is CrewAide Scheduling?

One board for visits, shifts, and holds. Your own agent reads it, ranks open hours, and writes a time. See crewaide.io.

Q.Does this include the customer list?

No. Customers, leads, balances, and items are CrewAide Records. Each subscription has its own workspace.

Q.What makes this more than asking the model to pick a time?

The board is the source of the hours. A taken hour comes back refused. Preferences come back as weights, highest first, in the same response.

Q.Does a shift go live or notify someone?

No. A shift is saved and nobody is texted, called, or emailed.

Q.What happens if I cancel?

New calls stop. This workspace and its board stay. A records subscription is separate.

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