Handle It Playbook
What it looks like when inboxes stop deciding your day.
This is the operating play for teams that replaced unread counts with prioritized signal.
≤4s
Sort in 4 seconds
Every new inbound gets triaged instantly.
83%
Noise filtered
Only meaningful threads reach humans.
65% fewer reactive replies
Fewer reactive replies
Workdays stop being dictated by inbox refresh.
01 · Capture
Everything enters one stream
Emails, messages, and alerts are unified.
- Central intake
- Metadata preserved
- No channel silos
02 · Sense
Signal is separated from noise
Topics and urgency are clustered automatically.
- Topic detection
- Priority scoring
- Duplicate collapse
03 · Resolve
Only what matters reaches humans
Low-impact items self-resolve or queue quietly.
- Deferred handling
- Escalation summaries
- Clean audit trail
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
Clinical inboxes
Clinical inboxes convert chaos into prioritized worklists.
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
CX
Support queues
Support teams route only the meaningful cases to humans.
Ops
Internal ops
Internal ops get calm dashboards instead of inbox alarms.
Ready next