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Docs: Note Upgrade available badge on legacy Book appointments capability (VS-1338) - #613

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Docs: Note Upgrade available badge on legacy Book appointments capability (VS-1338)#613
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JIRA

VS-1338 — Add "Upgrade available" badge + info icon on legacy Book appointments card


Change Classification

UI/UX change — Visual signal added to the legacy Book appointments capability card for Voice Receptionist legacy users.

Repo target: Business App (end-user docs)


Summary of Documentation Updates

  • File updated: docusaurus/docs/business-app/ai/ai-workforce/ai-voice-receptionist.md
  • Change type: Updated existing documentation (no new page created)
  • Added a :::note callout within the Book appointments with your calendar capability section explaining:
    • Legacy users may see a Book appointments capability marked with an Upgrade available badge
    • This is the legacy capability being deprecated
    • Users should switch to Book appointments — Voice (the current capability) for the latest features and multi-service booking

Placement Reasoning

The note is inserted directly within the #### Book appointments with your calendar section of the AI Voice Receptionist setup guide — the most relevant location, since this is where Voice Receptionist users configure appointment booking capabilities. The badge appears in this same UI area.


Acceptance Criteria Coverage

Criterion Documented
Voice receptionist legacy users see the legacy card with an "Upgrade available" amber badge ✅ Note explains users may see this badge
Info icon present with approved tooltip copy ✅ Note directs users to the upgraded capability per the tooltip's guidance
Legacy card fully hidden for new/Chat/non-active-legacy users ✅ Note scoped to legacy users only (no mention of this badge for other users)
No inline banner or notification strip on the card N/A — no documentation change needed for this criterion

Figma / Images

No Figma links provided in the JIRA ticket. One screenshot attachment was present in the ticket but inaccessible via API. Documentation relies on the written acceptance criteria and merged PR description.


Skills Used

  • Repository code search (GitHub MCP)
  • JIRA issue lookup (Atlassian MCP)
  • Merged PR discovery (vendasta/galaxy#32990)

Assumptions & Limitations

  • "Book appointments — Voice" is used as the new capability name per the tooltip copy in the JIRA ticket. The current docs use "Book appointments with calendar" as the UI label; both names refer to the same capability.
  • The badge logic in the merged PR applies to any AI Employee (chat or voice) that still has the legacy BookAppointmentsWithBookMeNow capability. In practice, only Voice Receptionist legacy users are affected since Chat users are auto-migrated (tracked in VS-1211).

@ahnikakuse @haleyserrano @maryam6samadi


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@haleyserrano
haleyserrano marked this pull request as ready for review August 5, 2026 20:03
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