Playbook · recover

Keep them off Consult done — offer a later slot

No-shows stay off Consult done; recovery offers a new slot on WhatsApp and voice without claiming the original visit happened. The kit’s No-show Recovery agent is a conversation skill, not a sixth board column. Show-rate uses calendars plus Consult done.

  • Not a stage
  • New calendar event
  • Same booked column

Definition

No-show recovery is offering a later slot on the same day (or next) after a missed calendar event, without moving Consult done and without adding a No-show pipeline stage.

Cleaning the board by faking attendance

Night desks drag misses into Consult done. Show-rate dies. This job keeps the card on Appointment booked, writes a new meeting, and uses WhatsApp plus voice. Strip SMS from the reminder kit’s recovery message if you copy it.

Omnichannel sequence

After a missed slot. Then reminder again on the new time.

  1. Detect miss Calendar past-due, not STT silence alone.
  2. Offer later WhatsApp session or template; voice if quiet.
  3. Write new event Appointments. Same column.
  4. Never fake Consult done Attendance is the other stage.

How it runs in CoPulse

Conversation agent + optional short power-dialer list. Workflows can crm.create_task for the desk. Do not use autonomous tasks as the inbound qualifier. Conversation agents, Growth drips, and autonomous list sends are three systems with no shared stop-when-booked contract. WhatsApp live catalog is Gupshup. Phone is Plivo; email is SES. Wallet-only pricing: preview the Organization wallet before a blast. Organization and Project — never a personal doctor phone that vanishes when the receptionist leaves.

Conversation agent

Patient Inquiry Qualifier (reason, service_need, location, preferred_times). Catalogs: Departments, Doctors, Beds, Services — not a chart. Emergency utterances: call emergency services. Inbox handoff. AMD still applies if you call the miss list.

Workflows

Agents → Workflows on stage change: agent.run, route.agent, crm.set_custom_properties, crm.update_stage, crm.create_task, templated send.whatsapp/email. Not adaptive nurture.

Growth campaigns / drips

Clock-based sequences and list blasts with wallet preview. Campaign conversion is reply rate unless you also track Appointment booked on the pipeline.

Agent router

Keep a dental bot off a health-check reply. Route by stage, channel, or campaign.

Operator setup

One Organization, one Project. Healthcare pipeline labels. Wallet-only. Library kits are sketches — rewrite hops without SMS and without a diagnostic triage agent.

Setup → Channels (WhatsApp/Gupshup, Web, Meta, Email/SES, Phone/Plivo as needed) → Library templates → Agents → Studio (Patient Inquiry Qualifier, catalogs, appointment skill, emergency guardrail, handoff) → Router → Setup → Customers → Pipeline (five default columns) → Appointments/calendars → Agents → Workflows (stage changed: agent.run, route.agent, crm.set_custom_properties) → Growth with Organization wallet preview. Connect SMS (MSG91) under Setup → Channels when you want that hop.

Nine misses, four recovered to 4:00

Kit estimate of nine recovery WhatsApps is a sketch. Four accept 4:00. Calendars update. Five stay missed. Consult done count stays honest. Measuring-show-rate guide will use this split.

Dental chair time is expensive — specialty ICP cares most. Clinics too.

Operators assemble this job on the Project. Click-path remains Setup → Channels (WhatsApp/Gupshup, Web, Meta, Email/SES, Phone/Plivo as needed) → Library templates → Agents → Studio (Patient Inquiry Qualifier, catalogs, appointment skill, emergency guardrail, handoff) → Router → Setup → Customers → Pipeline (five default columns) → Appointments/calendars → Agents → Workflows (stage changed: agent.run, route.agent, crm.set_custom_properties) → Growth with Organization wallet preview. Connect SMS (MSG91) under Setup → Channels when you want that hop. Keep the quotable definition in the brief for the team: No-show recovery is offering a later slot on the same day (or next) after a missed calendar event, without moving Consult done and without adding a No-show pipeline stage. Do not use autonomous tasks as the inbound qualifier. Conversation agents, Growth drips, and autonomous list sends are three systems with no shared stop-when-booked contract. While you implement, keep the parent playbooks directory, Consult done, WhatsApp overlay, Clinics, Agent Studio, Growth campaigns, and wallet-only pricing in the same runbook. Do not invent Meta Cloud WhatsApp if the catalog is Gupshup. Do not promise adaptive nurture. Human handoff stays in the omnichannel inbox. Appointments and calendars are the slot truth when this job books time. Library templates are required outside the 24-hour WhatsApp window. Workflows fire on pipeline stage change only when you attach them under Agents → Workflows. The agent router keeps the wrong bot off this thread. Knowledge bases hold Departments, Doctors, Beds, and Services catalogs — not a clinical chart. Preview the Organization wallet before a blast. Do not claim HIS or EMR replacement. The No-show recovery playbook never forks into a WhatsApp-only or voice-only child URL. Funnel percentages on library kits are estimates, not an SLA. Autonomous success is sends, reads, or contacted — not appointment booked. If this job mentions money, the Organization wallet is the meter. That is the honest operating manual for this URL.

Channel sequence (one job, not extra URLs)

Recovery hops. There is no nested playbook-by-channel path.

Hop Channel What happens Exit to next hop
1 Calendars Miss detected Still booked column
2 WhatsApp Later slot offer Accept / ignore
3 Phone If no tap STT
4 Calendars New event Reminder sibling again

Frequently asked questions

No-show as playbook, not stage.

No-show column?

No. Five defaults only.

Put them in Consult done to clear the board?

No. That destroys show-rate.

SMS recover?

Coming soon. WhatsApp and voice today.

Kit No-show Recovery agent?

Conversation skill on this job, not a new URL per channel.

New Appointment booked card?

Usually the same card, new meeting.

Wallet?

Recovery sends debit the Organization wallet.

Recover the slot, protect show-rate

New calendar time, same column, no fake attendance.

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