CareFlow Setter Staff
Staff command center

CareFlow Setter staff training dashboard.

This is the simple daily command center for staff. Use it to review new leads, move pipeline stages, handle human handoffs, check voice AI quality, and make sure no qualified lead is left untouched.

Open Staff Manual Daily SOP Checklist Live Site
Today’s staff status
Voice AILive
Phone(470) 993-4456
Inboxhello@careflowsetter.com
Social GrowthCheck if active
RuleNo lead untouched
New leads 24

Review first.

Follow-ups due 11

Contact today.

Handoffs 4

Human review.

Booked 8

Confirm details.

Content replies 9

Tag and route.

Daily SOP

Start every shift here.

01

Open tools

  • Dashboard
  • CRM/GHL pipeline
  • Email inbox
  • Retell call summaries
02

Review leads

  • Read summary
  • Confirm contact info
  • Identify lead type
  • Choose next step
03

Follow up

  • Qualified leads
  • Missed calls
  • No-shows
  • Human handoffs
  • Social Growth replies
Daily goal

No qualified lead should be left without a next step.

Every lead should end the day booked, followed up, assigned to human review, marked not fit, or waiting on a clearly scheduled next step.

Pipeline movement

Move each lead to the correct stage.

New CareFlow Lead

Dental clinicNeeds implant follow-up
Med spaInstagram consult request

Qualified

Wellness centerReady for call

Strategy Call Booked

Practice Better proFriday 10:00 AM

Needs Human Follow-Up

Primary careInsurance question

Not A Fit

No lead flowNot ready yet
Social Growth add-on

Turn content replies into CareFlow leads.

Check replies

Review comments, DMs, email replies, SMS replies, and forms created by content.

Tag source

Add social-growth or content-lead and note the post, theme, or offer.

Route safely

Move interested prospects into the pipeline and escalate clinical, urgent, billing, or insurance questions.

Human handoff checklist

Move these to human review.

Medical advice, symptoms, diagnosis, or treatment safety
Insurance, billing, refunds, or complaints
Caller is upset, confused, urgent, or asks for a provider
High-value lead is ready to book
Medical safety rule

Staff and AI should not give medical advice.

Use this line when a lead asks clinical questions:

“That question is best handled by the provider or care team. I can help get your information to the right person.”

End of shift

Close the day clean.

Pipeline

No new leads left unreviewed. Every lead has a stage and note.

Follow-up

Qualified leads, missed calls, no-shows, Social Growth replies, and handoffs have next steps.

Issues

AI mistakes, missing records, unsafe answers, and urgent items are reported.