Moving the card to Booked off the Appointment Status trigger is a nice touch. What happens when the same person submits the form twice, does the opportunity get updated or do you end up with a duplicate in New Lead?
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When a CRM-to-database sync fails halfway, how do you handle it: idempotent retries, or a reconciliation pass afterward? That's usually where integrations start to drift.
Resolve: an AI support agent that answers from a company’s own policies, looks up orders, and escalates weak matches to a human instead of guessing. A human approves replies before they go out.
For the human approval step, I'd show the exact policy passage and its effective date beside the draft. Does Resolve flag a reply for re-review if the policy changes while it waits for approval?