01
Capture the constraints before proposing a change
A workable change needs more than a requested time. Decide which details matter for your operation: the job, people affected, location, access window or another dependency. The workflow should identify missing information before treating a suggestion as a decision.
Start with the schedule your team actually uses. Setup establishes which source can be read, which actions are supported and who owns a conflict. Mentioning a calendar or job system does not connect it or grant permission to change it.
02
Separate an option from an approved update
Dispatcher can be scoped to prepare an option for review or to take specific authorized actions under agreed rules. Define which changes need approval, how conflicting requests are handled and when a person must choose between alternatives.
A proposed time should not be described as confirmed until the relevant action succeeds. Discuss how the workflow responds if an update fails or the schedule changes while a decision is pending. A person needs a clear way to resolve that exception.
03
Carry the decision into the handoff
Agree which people need the approved change and through which configured channel. Customer confirmation and crew coordination may involve different agents or systems; the same decision should be carried into each handoff.
Titus orchestrates the connected agents you choose. Receptionist can be part of a confirmation workflow where configured, and is included in both plans, but is not activated merely because Dispatcher is configured. Each role has its own scope and permissions.
04
Test the awkward cases
Use examples from your operation: no suitable slot, an unavailable crew, two requests for the same appointment and a customer who changes their mind. Verify what is recorded, who is asked and what remains pending.
The setup discussion covers connected systems, the allowed actions, human ownership and review. We do not promise support for every dispatch platform, automatic route optimization or unrestricted calendar changes. Confirm the actual workflow and commercial terms before starting.