Operator command center

CareFlow Setter operator dashboard.

Use this dashboard as the visual command center for training, daily lead review, voice call QA, GHL pipeline movement, and template improvement.

Open Live Site Open Manual Template Library
System status
Voice AILive
CareFlow phone(470) 993-4456
Social GrowthAdd-on ready
Websitecareflowsetter.com
Emailhello@careflowsetter.com
New leads 38

Review new inquiries first.

Qualified 21

Move toward booking.

Booked 12

Confirm calendar details.

Handoffs 5

Human review needed.

Content replies 17

Social Growth leads.

GHL pipeline

Move every lead to a clear next step.

New CareFlow Lead

Med Spa OwnerInstagram ads, missed consults
Dental OfficeImplant inquiry flow

Qualified

Wellness Center70 leads/mo, GHL user

Strategy Call Booked

Practice Better ProTuesday 2:00 PM

Needs Human Follow-Up

Primary CareInsurance question

Not A Fit

Solo hobby projectNo active lead flow
Operator action queue

What needs attention first.

1
Listen to 3 voice callsCheck greeting speed, qualification, and handoff safety.
High
2
Follow up with qualified leadsMove ready buyers toward strategy calls.
High
3
Review handoffsMedical, billing, and urgent issues need human review.
Medium
4
Route Social Growth repliesTag content leads and push interested prospects into CareFlow.
Medium
5
Improve one templateUse lost conversations to refine the script.
Medium
Social Growth add-on

Content creates demand. CareFlow converts it.

When Social Growth is active, the operator reviews content replies, tags them correctly, and routes interested prospects into the same CareFlow pipeline.

1
Confirm monthly offerPick the service, treatment, consult, or program being promoted.
High
2
Create 33 post ideasUse education, objections, trust, urgency, and booking CTAs.
High
3
Route repliesTag social-growth leads and push qualified prospects toward booking.
High
Safety check

Content must stay compliant.

Do not make medical claims, promise outcomes, or answer clinical questions in content or replies. Sensitive replies move to human review.

Step 01 Intake Confirm niche, offer, lead sources, calendar, CRM, and human handoff contact.
Step 02 Template Choose med spa, dental, wellness, primary care, Practice Better, recovery, or reactivation.
Step 03 Voice QA Test greeting, one-question flow, booking push, and medical guardrails.
Step 04 Social Growth If active, approve monthly themes, CTAs, and nurture prompts before publishing.
Step 05 Optimize Review missed opportunities weekly and improve one rule at a time.
Template performance

Which workflows are working.

Training reminder

CareFlow Setter should never give medical advice.

When a caller asks clinical, urgent, insurance, billing, or provider-specific questions, route to a human. The AI should qualify, book, and hand off, not diagnose or recommend treatment.

Email Support Call CareFlow