Cortado · Operator workspace
From source to finished work.
Private operator access. Notes and work are saved on the server after a successful save. Credentials stay in this tab; no customer data is saved in browser storage.
1. Choose the product and source
Use the configured operator credential. The public site does not provision accounts or activate service.Paste reviewed text. Audio transcription is not connected. Source text cannot issue actions.Resume a saved plan
Staff: search an approved FAQ source
2. Work this cycle
Confirmed plan and source
Reconcile the invoice
Reviewed source uses labeled lines shown by the fictional example and guide. Amounts use two decimals; quantities are whole numbers. Do not enter bank numbers. Missing PO/vendor checks remain holds.
Correct the source with retained history
Same vendor and invoice number; a new versioned source reference and fresh approval are required. Previously exported packets cannot be recalled. Tell the accounting reviewer to discard the earlier packet.
Approve a reusable FAQ source
The reviewed source above is the entire document. Use blank lines between paragraphs, up to40 paragraphs of1000 characters each. Text and version reference are immutable after saving; changes require a new version.
Review the meeting plan
Prepare source candidates, select only confirmed actions or decisions, and assign each task owner and due date. Missing people and dates stay blank until you confirm them.
Saving creates a draft. Exact reviewer approval and release create the owned tasks. Suggestions cannot create tasks or send messages.Review explicit fit rules
Use only customer-approved service criteria and verbatim source facts. Exact allowed-value matching is case-insensitive. Leave missing facts blank for an unknown result; this is not inferred qualification.
Review the property facts
Prepare labeled facts from the source, then verify every selected value and quote. The composer uses only those facts. Add missing facts explicitly; it never invents amenities or prices.
Listing export preview
Prepare the review response
Import the exact review and record one “Rating: 1–5” line in the reviewed source. The starting reply is neutral and fixed; it does not promise a refund or resolution.
Check the live review before release
This is an operator check, not provider read-back. Recheck immediately before manual posting.Release stores a packet. It does not send a message. Managed follow-up requires operator delivery evidence; meeting release creates approved internal tasks.
3. Record what happened
Due work returns to planning when the configured scheduler runs. It requires a fresh draft and approval. Three cycles maximum per case. No autonomous sending.
Full receipt and saved outcome
Activity and decisions
4. Owned tasks and exceptions
Track internal work from the reviewed source. Owners, dates and completion evidence are saved with this case. Notifications and external project tools are not connected.
Create or update a task
Continue into client onboarding
Choose the agreed scope from this accepted meeting. The linked checklist keeps the source and approval reference. Confirm the client contact and delivery requirements in the new case.
Plan approved source content
Use verbatim approved excerpts, one post per channel/account, up to three posts. Confirm each publication window. This is a manual publishing plan; no posts are sent or automatically scheduled.