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Journey 5: Automation Control

13 Automation Status Board

Overview of all automated communication sequences running for this practice. Office manager monitors active automations, controls trust levels, and reviews the activity feed at a glance.

A

Dashboard Cards

Trust gauge at top, four automation type cards in a 2x2 grid, monthly metrics below, and a scrollable activity feed at the bottom. Classic dashboard scanning pattern.

Smile Center Buckhead › Automation Control
Outreach Automations Storefront
KM
Trust Level
Supervised
Semi-Autonomous
Full Autonomous
AI sends confirmations automatically. Follow-ups require your approval.
Confirmations AUTO OK
8 active sequences
92% confirm rate
Next: 3 sends in 2 hours
Treatment Follow-ups APPROVAL NEEDED
6 active sequences
4 drafts waiting for review
Review Drafts →
Rebooking AUTO OK
5 active sequences
3 reminders sent today
On track — no issues
Reactivation APPROVAL NEEDED
4 active sequences
2 campaigns paused
Resume / Review →
This month: 156 messages sent • 92% delivery • 34% response rate • 12 appointments booked
Recent Activity
2:34p Confirmation sent to James Park for Thurs 3pm cleaning
2:12p Rebooking reminder sent to Lisa Chen — 6-month recall due
1:58p Follow-up draft ready for Maria Garcia — crown treatment (Day 14)
1:30p Confirmation auto-sent to Robert Kim for Fri 9am
12:45p Reactivation campaign paused — Tom Wheeler opted out
12:20p Follow-up approved and sent — David Brown implant consult
11:55a Rebooking: Sarah Martinez confirmed rebook for April 22
11:30a Confirmation sent to Amy Tran for Wed 2pm filling
11:02a Reactivation draft ready — Nancy Zhou, 14 months since last visit
10:40a Confirmation auto-sent to Michael Lee for Wed 10am
Classic dashboard hierarchy: trust gauge anchors the mental model, cards give per-type status at a glance, metrics strip provides aggregate pulse, and the chronological feed shows exactly what the AI is doing. The yellow "APPROVAL NEEDED" badges draw the eye to items requiring human action.
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B

Status Pipeline

Horizontal pipeline view: Draft, Approved, Sent, Responded, Booked. Each automation type is a row. Shows the flow of messages through stages, making bottlenecks visible instantly.

Smile Center Buckhead › Automation Control
Outreach Automations Storefront
KM
Trust Level
Semi-Auto
156
Sent
92%
Delivery
34%
Response
12
Booked
Type
Draft
Approved
Sent
Responded
Booked
Confirmations AUTO
0
none
→
3
queued
→
82
this month
→
76
92% rate
→
76
confirmed
Follow-ups REVIEW
4
awaiting
→
2
queued
→
38
this month
→
14
37% rate
→
6
booked
Rebooking AUTO
0
none
→
5
queued
→
24
this month
→
9
38% rate
→
4
rebooked
Reactivation REVIEW
2
paused
→
1
queued
→
12
this month
→
5
42% rate
→
2
booked
Activity Feed
View All →
2:34p Confirmation auto-sent → James Park, Thurs 3pm
1:58p Follow-up draft ready → Maria Garcia, crown (Day 14)
1:30p Rebooking reminder sent → Lisa Chen, 6-month recall
12:45p Reactivation paused → Tom Wheeler opted out
12:20p Follow-up approved → David Brown, implant consult
Pipeline view makes bottlenecks instantly visible: wherever counts pile up (yellow "Draft" cells), attention is needed. The horizontal flow mirrors the actual message lifecycle, building operational intuition. Trade-off: less detail per automation type, but much stronger at showing where things are stuck.
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C

Control Panel

Left: trust level controls and per-type settings. Right: live activity feed and metrics. Top: summary bar. Optimized for the office manager who wants both monitoring and control in one view.

Smile Center Buckhead › Automation Control
Outreach Automations Storefront
KM
156
Messages Sent
92%
Delivery Rate
34%
Response Rate
12
Appts Booked
6
Drafts Pending
Global Trust Level
Supervised
Semi-Autonomous
Full Autonomous
AI sends confirmations automatically. Follow-ups require your approval.
Per-Type Controls
Confirmations
8 active · 92% confirm rate
Supervised
Semi
Full Auto
Treatment Follow-ups
6 active · 4 drafts waiting
Supervised
Semi
Full Auto
Rebooking
5 active · 3 sent today
Supervised
Semi
Full Auto
Reactivation
4 active · 2 paused
Supervised
Semi
Full Auto
Live Activity
LIVE
2:34p Confirmation sent to James Park for Thurs 3pm cleaning
2:12p Rebooking reminder sent to Lisa Chen — 6-month recall
1:58p Follow-up draft ready for Maria Garcia — crown Day 14
1:30p Confirmation auto-sent to Robert Kim for Fri 9am
12:45p Reactivation paused — Tom Wheeler opted out
12:20p Follow-up approved and sent — David Brown implant
11:55a Rebooking: Sarah Martinez confirmed April 22
11:30a Confirmation sent to Amy Tran for Wed 2pm
11:02a Reactivation draft ready — Nancy Zhou, 14 months
10:40a Confirmation auto-sent to Michael Lee for Wed 10am
Control Panel puts action and observation side by side. The left column is where the manager configures, the right column is where they monitor. Per-type toggles let them graduate individual automation types independently (e.g., confirmations at Full Auto while follow-ups stay at Semi). Trade-off: less visual appeal than the card layout, but more functional for daily operations.
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