Handle It Playbook
What it looks like when small choices disappear.
This is the operating play for teams that replaced constant micro-decisions with defaults and rules.
≤3s
Decision removed in 3 seconds
AI notices repeat choices before humans do.
54%
Fewer daily decisions
The brainpower tax keeps dropping.
Higher-quality outcomes
Quality goes up
Only meaningful judgment calls reach leaders.
01 · Capture
Decisions are identified
Repeated choices are flagged automatically.
- Pattern recognition
- Frequency detection
- Impact assessment
02 · Sense
Defaults are created
The system learns what “usually works.”
- Rule formation
- Confidence thresholds
- Override paths
03 · Resolve
Only exceptions reach humans
Most decisions resolve themselves.
- Auto-execution
- Escalation only on ambiguity
- Transparency maintained
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.
Care teams
Clinics
Clinics let AI handle predictable decisions around routing and follow-up.
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
Leadership
Managers
Managers reserve judgment for strategy, not repeat approvals.
Ops
Operators
Operators codify their best calls so work hums without them.
Ready next