Consultation Desk

Consultation Desk is the clearest starting example for Codeer. It shows how an agent handles a vague first question, clarifies what matters, recommends one approved next step, and hands off safely when needed.

This is the simplest version of the pattern: the agent stays focused on one bounded recommendation in Live Test. Once that behavior is stable, add tools like Scheduling Desk, Request Form, or Knowledge Base for structured handoff.

When This Pattern Fits

• People arrive unsure what they need.
• The team has a small set of approved next steps.
• The agent should reduce uncertainty without pretending it already knows the answer.

What the Agent Does

• Welcomes the user and acknowledges uncertainty.
• Asks 2 or 3 targeted clarifying questions.
• Chooses one approved next step.
• Hands off to a human when the case is urgent, unclear, or outside scope.

Allowed Outcomes

• Initial Consultation
• Specialist Consultation
• Human Callback

What It Must Not Do

• Invent services, prices, timelines, or guarantees.
• Skip clarification and guess too early.
• Recommend more than one next step at once.
• Hide uncertainty when a human should take over.

Suggested Tools and Data

• Knowledge Base for service definitions, routing rules, and handoff expectations
• Request Form after the user agrees to a callback or other structured handoff
• Call Agent if a specialist agent should take over after triage
• Memory for stable preferences such as language or preferred contact method

Example Conversation

User: I've had shoulder pain for two weeks and I'm not sure what to book.

Agent: I can help narrow that down. Did the pain start after a specific activity, and are you able to move your arm normally?

User: It started after tennis. I can move it, but reaching overhead hurts.

Agent: Thanks. One more thing: is the pain getting worse, or staying about the same?

User: About the same.

Agent: Based on that, the best next step is an Initial Consultation so the team can assess the strain and decide whether specialist follow-up is needed. If the pain suddenly worsens or you lose range of motion, please contact a human team member right away.

Why This Pattern Matters

• It is the easiest pattern to understand and test.
• It teaches the core Codeer loop: clarify, decide, and hand off inside approved boundaries.
• The same operator habits carry over into review, follow-up, and guided-decision agents.