Beauty & Aesthetics

We solved the 40% missed call problem. Then rebuilt routing to send new patients straight to the high-close team.

People being served in a reastaurant

Who they are

A national aesthetic medicine provider operating 200+ clinic locations across the United States. High-volume appointment scheduling with time-sensitive coordination.
Every missed call is a missed booking. Every interrupted clinician is a compromised patient experience. They didn't just need an AI voice agent. They needed a partner who could diagnose why calls weren't converting and fix the root causes.
40% > 0%
missed call elimination
51% > 38%
reduction in store transfer rate
59
locations live, with further 140+ for rollout
0
additional headcount.
The Problem

The basics were being neglected and clients were frustrated.

40% of calls went unanswered.

Patients trying to book, reschedule, or ask a simple question couldn't get through. Staff were stretched between walk-ins, treatments, and ringing phones.

There was no after hours plan.

The system didn't work for clients who weren't able to call during opening hours, leading to lost customers and lost revenue.

See how we can create you a win-win situation…

They needed diagnosis, not just deployment.

Why were patients asking to speak to someone? Why couldn't appointments be booked? What friction points were forcing calls back to overloaded store staff? These were process questions, not technology questions.

The phones weren't the real problem.

Plenty of vendors could answer calls. But answering isn't the same as resolving. Without fixing the business processes behind the calls, any AI agent would just become an expensive transfer button.

What We Built Together
We embedded as a consulting partner. Analyzing call patterns, identifying blockers, and working with the client to fix root causes. Each expansion phase surfaced new process optimizations and the partnership continues.
of calls resolved by AI without transfer.
36%
  • Phase 1 : Prove the Technology, Surface the Problems

    5 pilot locations launched, integrating with exisiting systems. Initial results proved the AI worked.

    But the transfer rate revealed the real story: business processes were forcing transfers, not AI limitations.

  • Phase 2: Diagnose and Fix - The Weekly Process Optimization

    Birdcall analyzed call data weekly, surfacing exactly why calls were transferring. Each finding was an action item for the client.

  • Phase 3: Scale Methodically (59 of 200+ Locations Live)

    With business processes aligned, results accelerated.

The AI agent is the mechanism. The value is the diagnosis.

Every week, Birdcall delivered:

What's transferring - categorized by reason.

Why it's transferring - root cause analysis.

What you can fix - specific process recommendations.

What changed - impact measurement from prior fixes.

  • Patients were faced with a 3 day advance booking requirement.
  • New patients were routed to busy stores, not to the consultant team.
  • Stores were overwhelmed with routine calls.
  • Existing customer had no recognition in place.
  • Clients weren’t sure about talking to AI Agents.
  • After hours calls were missed completely.
  • No alternative locations offered to customers, if their usual location isn't available.
Birdcall team having a meeting for implementation
The Takeaway

It’s a consulting partnership that continuously improves performance by fixing the processes behind the calls.

We reduced calendar availability to same day, which was the #1 driver of transfer reduction. Now patients speak to the high-close team, resulting in revenue optimization.

  • AI now answers routine questions, while segmented transfers take care of store vs consultant calls types.
  • There's now a pre-call API lookup for personalized greetings and faster resolutions.
  • Engagement scripts were added to explain the AI Agents capabilities for reassurance and clarity.
  • We enabled AI & call center routing to capture out of hours inquiries.
  • Now clients are offered regional bookings and nearby alternatives.

"Birdcall didn't just give us an AI agent. They showed us where our own processes were lacking. They came back with data and here's what we can fix. Once we reduced our booking window from 3 days to same-day, the results took off."

Turning call data into operational intelligence.