Handle It Playbook
What it looks like when focus stays intact.
This is the operating play for teams that replaced constant interruption with intelligent gating.
≤2s
Interrupt check in 2 seconds
Requests are evaluated before they reach humans.
78%
Interrupts blocked
Only high-value work breaks focus.
1.4×
Deep work time
Teams regain concentrated blocks.
01 · Capture
Interruptions are intercepted
Requests don’t hit humans immediately.
- Intake buffer
- Auto-acknowledgment
- Expectation setting
02 · Sense
Importance is evaluated
Only true interruptions pass through.
- Urgency scoring
- Role awareness
- Time sensitivity
03 · Resolve
Focus is preserved by default
Humans engage only when impact justifies it.
- Batched delivery
- Context-rich alerts
- Fewer task resets
Playbook
Launch sequence (10 business days)
1. Map reality
We import the last 60 days of signal to surface peak times, abandonment, and conversion leakage.
2. Wire the line
Forwarding rules, SMS numbers, and CRM/EHR webhooks get connected. No rip-and-replace—just reroute what already exists.
3. Train the voice
We fine-tune the lightorb agent on your tone, compliance statements, and escalation criteria so every answer feels on-brand.
4. Launch & watch
Dashboards show resolved vs. escalated calls, average triage time, and any call that still needs human follow-up.
Workflows
Knowledge work
Knowledge workers get a protective gate for their attention.
Clinical
Clinical teams
Clinicians see only high-impact requests when they’re scrubbed in.
owned
Katie AI
Voice-first call routing for clinics that removes manual phone trees.
Daytime call router that eliminates phone trees and routes patients by intent.
0s
Hold time
98%
Routing accuracy
How it helps
- •Answers every incoming call instantly.
- •Classifies intent and routes to the right department.
- •Logs the interaction inside CRM or EMR inbox.
- →Map clinic phone lines & coverage rules
- →Configure specialty routing and provider availability
- →Integrate with MedReception.ai dashboard for monitoring
Ops
Operations
Ops teams batch interruptions and stay in flow.
Ready next