Handle It Playbook
What it looks like when nothing relies on memory.
This is the operating play for teams that replaced sticky notes and reminders with automated follow-through.
≤3s
Follow-up scheduled in 3 seconds
Commitments become system actions immediately.
100%
No dropped threads
Every promise is captured and tracked.
71% fewer mental pings
Fewer mental pings
People stop carrying reminders in their head.
01 · Capture
Commitments are recorded automatically
Every “we’ll follow up” becomes a system action.
- Intent captured in real time
- Timestamped commitments
- No reliance on recall
02 · Sense
Priority is inferred
The system understands which follow-ups matter most.
- Urgency scoring
- SLA windows
- Owner assignment
03 · Resolve
Follow-ups happen without chasing
Messages, calls, or nudges execute automatically.
- SMS / voice nudges
- Escalation if ignored
- Completion tracking
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.
Clinical
Care coordination
Automated reminders keep care teams in sync with patients.
owned
Sallie AI
Outbound scheduler that fills calendars when inbound slows down.
Outbound call/text agent that reactivates leads and books visits.
3.2x
Reactivation rate
< 2 min
Booking speed
How it helps
- •Calls and texts missed leads until they book or opt out.
- •Syncs open slots and offers the next-best time automatically.
- •Hands warm transfers back to front desk when needed.
- →Import last 30–60 days of missed leads
- →Connect calendar and routing rules
- →Tune outreach cadence by segment
Revenue
Sales follow-up
Revenue desks keep prospects warm without manual chasing.
Visit AIPlayPark outbound flows →Ops
Operations
Ops teams convert ad-hoc reminders into automatic nudges.
Ready next