Lone Star

Receptionist and scheduler

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Front desk workspace

Role aware

Use this receptionist and scheduler workspace to triage calls, see limited screen-pop fields, follow FERPA do-not-confirm prompts, watch shared appointments, check lobby status, and route staff messages.

Audience: Staff
Current limits: The front desk workspace uses local deterministic fixtures only. It does not place live calls, transfer calls, send SMS or email confirmations, notify hosts externally, print visitor badges, create real leads, book production appointments, or expose grades, balances, aid, health, restricted notes, or detailed program status.

Related Otto Guide links

Use front desk workspacetask Handle directory-withheld inquiriestask Front desk access referencereference Home and to-dosconcept Privacy and securityconcept Open reference page placeholder

Support request boundary

Use Sev2 if front desk can see grades, balances, aid, health, restricted notes, or detailed program status; if directory-withheld inquiries confirm attendance; or if production phone, SMS, email, badge, lead, or appointment actions are clickable. Use Sev3 for queue, appointment, visitor, message, routing, or script issues; use Sev4 for labels or layout feedback. This panel does not submit a support case.

Sev1: Critical outage or data-risk emergency

Target: 1-hour response, 24/7 paging during pilot

Sev2: Major workflow blocked

Target: 4 business hours

Sev3: Standard product question or non-urgent issue

Target: 1 business day

Sev4: How-to, cosmetic, or future enhancement

Target: 2 business days

These preview controls are placeholders. Real AI answers, search, walkthroughs, and support submission come in later tickets.

Notifications2

Notifications

Medical Terminology quiz closes tonight.

Externship record is still missing.

Patricia Gomez

Patricia Gomez

patricia.gomez@example.edu

My profile Notification settings

Patricia Gomez · Receptionist and scheduler

Front desk

Calls today

38

4 missed, all called back

Appointments today

9

across 5 staff

Visitors on site

3

1 waiting over 5 min

Messages waiting

2

not yet read by staff

Average answer time

9 sec

goal: under 15 sec

● On a call · 0:42

(512) 555-0142

Maya Torres

Student · Medical Billing & Coding · matched by phone number

Advisor: Jamie Alvarez · available
Next appointment: None booked
Preferred contact: Text · English
Open items for front desk: Picking up a form at the desk

You see contact and appointment details only. Grades, balances, financial aid, and health records are not shown to the front desk.

Calls

tap to open

StudentMaya TorresOn a call · matchedNow NewUnknown callerProspective student?Ringing FERPAThird-party inquiryAsking about a studentOn hold MissedRosa MedinaCalled back 11:05 AM10:52

Today's appointments · Fri, Oct 2

all staff calendars

Book with

Debbie Elliot

Admissions

Jamie Alvarez

Advisor

Lena Park

Financial aid

Tom Reyes

Career services

9 AM

AdvisingSara Lin

10 AM

TourRosa Medina

FAFSA helpLena Novak

11 AM

Mock interviewKeisha Brown

12 PM

1 PM

AdvisingAndre Ortiz

2 PM

Employer callQuest HR

3 PM

Aid reviewJordan Price

4 PM

Booking sends a confirmation and a reminder by the person's preferred channel and adds the appointment to the communication record.