Define appointment states: Separate requested, tentative, blocked, human-approved, customer-confirmed, and completed.
Attach evidence: Preserve the original customer text, photos, and calendar events behind every summary.
Limit promises: The agent should not promise arrival windows, prices, warranties, or technician assignments without approved rules.
Escalate conflicts: Route double bookings, angry customers, urgent conditions, or out-of-area requests to human review.
Sync CRM fields: Map appointment memory into clear fields rather than leaving it buried in notes.
Review drift: Sample appointment packets weekly and update the system prompt when the same failure repeats.