Section 10 · Human Sales Team Superpowers
10.3Real calendar booking
Partly built — finishing in Phase 1- No.
- 10.3
- DMA's reference
- Decision Book p.23
- Phase
- Phase 1
- Autonomy
- L3 · Act within rules
- DMA's decision
- Yes
What DMA asked for · Decision Book p.23
The AI shows real available times and books the right salesperson.
Why it matters to DMA: Booking friction is one of the biggest drop-off points in any sales funnel.
In our words, from DMA's Product Decision Book v3, page 23.
How we do it
- In the chat, "Book a 45-min call" opens a card with open times in the visitor's own time zone. Picking one and confirming are two clicks; name and email are asked only there, with consent recorded.
- The host is whoever DMA's roster names for video calls (Josh today). Times come from DMA's working hours, minus calls already booked, so two visitors can never take the same slot. The AI can't invent a time: the booking tool only accepts a slot it offered.
- To finish for Phase 1: connecting DMA's calendar (Google or Microsoft 365) so the free times reflect the host's real diary, and the invite lands in it.
Already in place
- The booking card, real slots in the visitor's time zone, and two-click booking.
- No double booking: slots already taken are removed.
- The host from DMA's roster, the hot-lead alert and the lead in Nutshell.
What the later phase adds
- A calendar connection for free/busy and the invite, per host.
The flow
It plays on its own while it's on screen; hover or use the controls to pause or step through.
The visitor asks
Or the strategist offers, once they're ready.
- Person
- Rule in code
- Stored data
- Screen
- Nutshell
Where the data goes
The same six stages on every page. Nothing reaches Nutshell except through the write gate.
- 1Website chat
Source
The visitor's choice of time.
- 2Sync
Copies Nutshell changes into the bridge database
Not involved.
- 3Bridge database
A copy of the CRM data, plus what the AI works out
The meeting, with its host and consent.
- 4AI
Claude models, only through DMA's own gateway
Offers the call; can't invent a time.
- 5Write gate
The only way back into Nutshell: checked, approved when needed, sent once
Creates the lead in Nutshell.
- 6Nutshell
The system of record
The lead, with the meeting.
The tables behind it
Drawn from the POC's database catalogue: structure only, no data.
PK primary keyFK reference the database enforces (solid line)ID reference kept by id (dashed line)
| Table | What it holds | Columns |
|---|---|---|
| ctrl.meetings | Booked calls, one per slot per host. | 16 |
How the tables connect (1)
| Column | Points to | Kept by |
|---|---|---|
| ctrl.meetings.conversation_id | conv.conversations | The application (by id) |
Worked example
Synthetic demo data: every name, business and number is made up.
Times offered to a visitor in California for a host in New York (synthetic).
The booking card
| Visitor sees (Pacific) | Host's time (Eastern) | State |
|---|---|---|
| Tue 29 Sep, 7:00 am | 10:00 am | Open |
| Tue 29 Sep, 11:00 am | 2:00 pm | Taken (not shown) |
| Wed 30 Sep, 7:00 am | 10:00 am | Open |
In the running POC
"Book a 45-min call": real times in the visitor's time zone.
- 1Open times, in the visitor's own time zone.
- 2Name and email are asked only here, with consent recorded.
Website chat · booking card (not confirmed). Captured from the running POC on September 25, 2026; synthetic data.
See it live
Opens the exact screen in the running POC, in a new tab.
| Open | Where | What to try |
|---|---|---|
| BrightSmile Dental demo site | Demo prospect website | Tap "Book a 45-min call" in the chat. |
Status
Partly built — finishing in Phase 1. The parts run in the POC today; the rule that joins them is being finished for Phase 1.