Read customer conversations, reservations, and purchases
Find the customer in the current organization and compare phone or channel identifiers.
After this taskDuplicates and unlinked records are distinguished from customer activity.
Starting conditions and inputs
Identify the customer ID and time range.
Values for this task
entry_url, customer_id, period
Command sequence
open "$entry_url" && snapshot -i
click "$customer_row" && snapshot -i
get text body
click "$relationship" && snapshot -i
get text body
click "$source_link" && snapshot -i
get text bodyRef targets and expected results
| # | Command / ref | Target and verification |
|---|---|---|
| 1 | click $customer_row | Customer record matching the identifier |
| 2 | get text | Compare external customer ID and contact. |
| 3 | click $relationship | Conversation, reservation or purchase relationship to inspect |
| 4 | get text | Read linked customer ID, time and state. |
| 5 | click $source_link | Source record link to compare |
| 6 | get text | Compare relationship values with the source record. |
Check the result
Duplicates and unlinked records are distinguished from customer activity.
Resuming after interruption
Read the same source IDs again. Check organization and time range before treating an empty result as missing data.
Select the customer
Find the customer in the current organization and compare phone or channel identifiers. Do not select by name alone. Confirm scope and permissions before reviewing activity across branches.
Review activities
Inspect related conversations, reservations, and purchases. Distinguish creation time, appointment time, and payment time. Do not count cancelled reservations as successful outcomes.
Open source records
Open the source activity for its status and saved details. Read inquiry text from conversations, schedules from reservations, and amounts from purchases. A summary alone does not establish completion.
Investigate missing links
Check filters, period, organization access, and the source customer link when activity is missing. Have an authorized staff member correct wrong links using the identity rules. Do not invent completed activity when no source exists.