Original deck: 12 content slides + 3 inline demo blocks. 90-minute meeting,
Monday May 4, 2026, 9:00–10:30 AM. Cutover same day at 10:30 AM.
Slide 1. Title
AI Concierge Goes Live
Today. 10:30 AM. Internal Launch & Training Monday, May 4, 2026Slide 2. Agenda (90 min)
Slide 3. Why now
One system. One workflow. One source of truth.- Freshdesk goes read-only at 10:30 AM today
- Every channel (fax, email, portal) lands in one place: AllCare
- AI does the first two steps. We keep doing the last two.
- This is the foundation for everything we ship next.
Slide 4. The four-step model
The AI books the restaurant. It doesn’t cook the meal. Steps 1-2 are AI-assisted. Steps 3-4 are humans, end to end.Slide 5. Before & After
Slide 6. Who does what
STOP. DEMO BLOCK 1: Care Partner walkthrough. ~20 min. Resume on Slide 7.
Slide 7. Care Partner: what you just saw
You have two queues.- Pre-Dispatch queue (the new work). Every task waits here for your dispatch click. Even the obvious ones. Always. Decision 1 from the launch brief: full HITL on every task. No thresholds, no exceptions.
- Open Tasks queue (your existing follow-up work). Dispatched tasks where you own the loop. Same pattern as today, sourced from AllCare instead of Freshdesk.
External domains (lab, imaging, home health, hospice) → set pillar to External, pick vendor, you own follow-up.
When in doubt → escalate to your Pillar Champion. Don’t guess.
STOP. DEMO BLOCK 2: Pillar teams walkthrough. Pharmacy → Clinic → Routing. 5 min each. Resume on Slide 8.
Slide 8. Pillar teams: what you just saw
Same job. New interface.- Open your Landing Stage Page
- See tasks assigned to your pillar in Tasks Pool
- Claim the task
- Download attachments, read the AI summary
- Do the work the way you always have
- Mark done when complete (auto-notifies the Care Partner)
- Pharmacy (AllRx): refills, prior auths, med questions
- Clinic (AllCare): provider notes, intake forms, clinical questions, billing
- Routing: scheduling, transport, dispatch logistics
STOP. DEMO BLOCK 3: AI Concierge under the hood. ~12 min. Resume on Slide 9.
Slide 9. What the AI does (and doesn’t do)
What the AI does, in 12 seconds, on every request:- Receives from any channel (fax, email, portal)
- OCR + text extraction
- Resolves patient → VERIFIED / PROVISIONAL / NOT_FOUND
- Classifies → pillar + task type + subtype + urgency
- Runs Quality Audit
- Surfaces to Pre-Dispatch with reasoning trace
- Decide on its own that a task is dispatched
- Resolve PROVISIONAL or NOT_FOUND patients without help
- Communicate with requesters
- Close the loop
- Take action on external domain routing
- Set urgency lower than P0 without human review
Slide 10. What we’re tracking
Every dispatch decision is logged. We watch six numbers daily.
Daily 4 PM review with Care Partners + Sakr + Ramy. Bring patterns. Bring frustrations. This is how the AI gets better.
Slide 11. Week 1 rule + ramp plan
Week 1: every task waits at Pre-Dispatch. No exceptions. Even when the AI is 99% confident. Care Partner clicks Dispatch. HITL exits per pillar when ALL of these hold for 14 consecutive days:
Re-engagement is automatic. If edit rate spikes above 10% in any 24h window after exit, HITL re-enables. The 14-day clock restarts.
Slide 12. Cutover + where to get help
Cutover: today, 10:30 AM. Right after this meeting ends.
Where to ask for help:
- Slack:
#ai-concierge-launch(always-on, fastest) - Pillar Champions: Sharl (Pharmacy), Ryan (Clinic), Mina (Routing), Germin & Melinda (Care Partners)
- P0 emergencies: page Ramy + Sakr direct
- Walk back to your desk.
- Open AllCare. Log in.
- Open your role’s job aid (printed, in your hand).
- Work the queue.
- Ask in Slack the moment you’re unsure.