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    Luis, AI Optometry New Patient Coordinator
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    Luis

    AI Optometry New Patient Coordinator

    Industry
    Optometry practices
    Languages
    English, Spanish
    Team plan
    $297/mo equivalent

    What does Luis do?

    Luis is the AI Optometry New Patient Coordinator on the four-person Managed AI Sales Team for Optometry practices. Answers approved new-patient questions and books the right appointment using the practice’s visit and scheduling rules. Luis is included with the complete team and is not sold separately.

    Interview Luis

    Professional Profile

    Role mission

    Answers approved new-patient questions and books the right appointment using the practice’s visit and scheduling rules.

    Business value

    Keeps this recurring work moving without asking the human team to build, connect, monitor, or maintain the AI themselves.

    Conversation role

    Handles approved one-to-one conversations that help move leads, customers, and promoters forward.

    AI Employee disclosure

    Luis represents an AI Employee software role configured and managed by Revenue Factory. Luis is not a human applicant, legal employee, independent contractor, or substitute for professional judgment.

    Service Experience and Training

    Luis is trained for Optometry practices. Industry knowledge changes how the role uses common terms, customer questions, service information, and work rules. The practice’s approved information is added during customer onboarding.

    Base role

    The core job, work rules, required outputs, and human handoffs.

    Industry knowledge

    The language, common questions, service context, and work patterns for the employee’s industry.

    Customer business knowledge

    The approved services, offers, hours, team rules, brand voice, systems, and other information for the business that hires the team.

    The practice’s designated electronic health record is the system of record for protected health information. Public profiles and demonstrations must not request or display patient or protected health information.

    Team Fit

    Luis works as part of a four-person team. Human coworkers stay in charge of decisions, approvals, and the actual service.

    Human coworkers supported

    • Optometrist or practice owner
    • Office manager
    • Front-desk staff
    • Optical or patient coordinator

    These are human responsibilities, not required job titles. One person may fill more than one role.

    Work requiring human accountability

    • Goals, offers, prices, promises, and business rules
    • Medical, legal, financial, clinical, or other expert claims
    • Unusual requests, sensitive problems, and exceptions
    • Final approval when the business requires it
    • The actual hands-on service and customer experience

    Role-Specific Skills

    Work Luis owns.

    New-patient questions

    Rules followed
    Approved business information, assigned role rules, and completed customer setup.
    What the employee needs
    An approved request or trigger plus the information required to complete the task.
    What the employee delivers
    A completed result, a clear record of what happened, and the correct next step or handoff.
    When a person steps in
    When facts are missing or conflict, approval or judgment is required, the issue is sensitive, or the actual service must be delivered.
    How the work is checked
    Completion, accuracy against approved information, and a clean record or handoff.

    Visit guidance

    Rules followed
    Approved business information, assigned role rules, and completed customer setup.
    What the employee needs
    An approved request or trigger plus the information required to complete the task.
    What the employee delivers
    A completed result, a clear record of what happened, and the correct next step or handoff.
    When a person steps in
    When facts are missing or conflict, approval or judgment is required, the issue is sensitive, or the actual service must be delivered.
    How the work is checked
    Completion, accuracy against approved information, and a clean record or handoff.

    Book appointments

    Rules followed
    Approved business information, assigned role rules, and completed customer setup.
    What the employee needs
    An approved request or trigger plus the information required to complete the task.
    What the employee delivers
    A completed result, a clear record of what happened, and the correct next step or handoff.
    When a person steps in
    When facts are missing or conflict, approval or judgment is required, the issue is sensitive, or the actual service must be delivered.
    How the work is checked
    Completion, accuracy against approved information, and a clean record or handoff.

    Connected Tools

    • Customer records
    • Calls and messages
    • Calendar
    • Workflows
    • Knowledge base

    The exact connected tools depend on the customer’s approved setup. Do not imply that every tool or integration is automatically included.

    Languages Luis Speaks

    English

    Primary supported language.

    Spanish

    Supported after business-specific language review and testing.

    Language performance depends on the communication channel, approved vocabulary, business knowledge, and completed customer setup.

    Operating Boundaries

    When Luis starts, stops, or asks for help.

    When Luis starts working

    • The assigned request or trigger is clear.
    • The business has supplied the information needed for the task.
    • The applicable offer, rule, message, or workflow is approved.
    • The request fits the employee’s assigned job.

    When Luis stops and asks for help

    • Needed facts are missing or do not match.
    • The customer asks for an unapproved promise, exception, or decision.
    • A trained person must use professional judgment.
    • The issue is sensitive, unusual, or should go to a manager.
    • The request falls outside the employee’s assigned job.
    • A human must deliver the actual service.

    Luis Q&A

    What work do you handle?
    I answer approved new-patient questions and book the right appointment using the practice’s visit and scheduling rules.
    • New-patient questions
    • Visit guidance
    • Book appointments
    What information do you use?
    I use the approved business information, role rules, knowledge base, and customer setup provided for my job. I do not make up missing business facts.
    When do you ask a person for help?
    I ask for help when information is missing, a promise or exception needs approval, the issue is sensitive, professional judgment is required, or a person must deliver the actual service.
    How are you trained for this business?
    My training has three layers: the base job, knowledge for the business’s industry, and the approved information and rules for the specific business I work with.

    Meet the rest of your team.

    Ava, AI Optometry Front Desk Coordinator

    Managed AI Sales Team

    Ava

    RF Certified

    AI Optometry Front Desk Coordinator

    Handles routine patient calls and messages, approved office questions, confirmations, clear rescheduling requests, and routing.

    Patient calls and messagesConfirmationsFront-desk routing

    Industry: Optometry practices

    View Ava's Profile
    Priya, AI Optometry Recall Coordinator

    Managed AI Sales Team

    Priya

    RF Certified

    AI Optometry Recall Coordinator

    Reminds patients when it is time to return for approved routine care and helps them book the right appointment.

    Recall remindersReturn-visit bookingPatient handoffs

    Industry: Optometry practices

    View Priya's Profile
    Noah, AI Optometry Reputation Coordinator

    Managed AI Sales Team

    Noah

    RF Certified

    AI Optometry Reputation Coordinator

    Requests patient reviews, replies to routine reviews, and sends negative feedback or sensitive concerns to the practice manager.

    Request patient reviewsReply to reviewsEscalate concerns

    Industry: Optometry practices

    View Noah's Profile

    Interested in adding Luis to your team?

    Hire the complete four-person Managed AI Sales Team.

    Choose the team, share your business details, and let Revenue Factory handle the technology and setup.

    Hire the Sales Team