The skeleton is clean. The installed system is not launch-ready.
The snapshot installs successfully at the agency level and creates a clear three-path conversation. But its primary promises (lead capture and appointment booking) depend on missing calendar, sender, field, and variable configuration. This is a useful starting flow, not a completed receptionist.
Core route
One inactive agent, one workflow, 11 nodes, 10 edges and three terminal paths.
Dependencies
No calendar, no sender email, zero booking questions and five unavailable business variables.
Lead data
The email references four outputs from a deleted Ask & Save step that does not exist in the graph.
One agent, one flow, and several unresolved dependencies.
GPT-5.4 Mini, Skylar by Cartesia, en-US, zero active channels, 629-word prompt.
Conversation start → intent route → booking success/error or existing-customer completion.
No calendar, no timezone, and zero questions.
No sender; contact email recipient; four missing Ask & Save variables.
Company, program, support hours, CRM and training type references are unavailable.
No knowledge base, no widget, no custom tools and 0/17 built-in tools enabled.
The installed workflow at a glance.
This diagram preserves the real source node order and edge logic without exposing account-level values.
Three paths, all easy to explain.
Existing customer
Prospect · booking succeeds
Prospect · booking fails
Eight findings to fix before launch.
Email references four `ask_save-1-1` outputs, but no Ask & Save node exists.
The booking-error email cannot send.
The primary appointment promise cannot complete.
Prompt and workflow reference business values that are not selectable after install.
An internal-looking “New Lead” email is addressed to the prospect.
The prompt promises escalation but no action implements it.
Sara, Skillful Advisor and Skillful CRM ship in reusable copy.
“Intrested” and “masterMind” need correction.
Repair in this order.
- 1Restore structured lead captureRequired
Recreate the Ask & Save questions and map every output.
- 2Map all five business valuesRequired
Company, program, support hours, CRM and training type.
- 3Select and test the calendarRequired
Verify timezone, availability, attendee data and both outcomes.
- 4Configure email safelyRequired
Select a sender, correct the recipient and rebuild the body from valid variables.
- 5Add a real escalation pathRequired
Implement senior-advisor transfer, notification or task with a fallback.
- 6Rebrand every channel greetingRequired
Remove Skillful Advisor and Skillful CRM from reusable copy.
- 7Run all three simulator pathsTest
Use synthetic contacts only; verify no email or call reaches a live person.
Business Growth audit complete.
The snapshot is installed, identified, traced, scored and added to the comparison matrix.
Return to the Snapshot Library →