4-Week AI Assistant Launch Plan
WEEK 1 – Discovery & Access Setup
Objective: Collect access and align on clinic operations.
Get access to your Twilio number
Define clinic hours, use cases, and AI response goals
Finalize handover rules and human transfer logic
Identify booking, follow-up, and support call types
Collect FAQs and policies
Plan call scripts for each use case
WEEK 2 – AI Build + CRM Integration
Objective: Build your AI agent and connect it to CRM.
Set up inbound/outbound voice & SMS on Twilio
Create your AI agent with natural-sounding call flows
Integrate with Custom CRM for appointment booking, Contact creation + tagging, Staff notifications
Customize CRM with calendars, pipelines, and fields
Ensure seamless flow from AI → CRM → Staff
WEEK 3 – Internal QA & Tuning
Objective: Test the full system before going live.
Run simulated calls to test booking and support
Refine voice tone: pacing, pauses, human-style expressions
Finalize handover rules and human transfer logic
Tune fallback logic for unclear or multiple intents
Verify calendar sync, contact tagging, and internal alerts
Monitor test results to ensure accuracy and readiness
WEEK 4 – Go Live & Optimize
Objective: Launch the AI agent on your clinic number.
Launch AI agent on clinic live Twilio number
Begin soft launch (monitoring 20–30 calls per day)
Track results: Appointments booked, Support handled, Human transfers triggered
Fix any issues in real time
Deliver SOP for clinical staff to work with CRM + AI