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CASE STUDIES
Ai Voice Agent with Hubspot For La Vie Private Health Clinic with HIPAA Compliance
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SERVICES
AI Voice Agents
AI Automation
What Did We Develop For Lavie?
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OVERVIEW
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CHALLENGES
How Did we Develop and what frame works did we use to develop an Ai voice agent for Lavie Health?
How did we manage HIPAA rules to configure the AI Voice Agent?
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SOLUTIONS
Three agents. Agent 1 dials dormant leads pulled from HubSpot and tries to bring them back. Agents 2 + 3 are really one inbound voice — Ashley — that branches into Sales or Customer Support depending on what the caller wants. The agent never sells and never gives medical advice. It qualifies, books a Patient Advisor (Anna or Ted), or hands off to a human via email.
Dual AI Voice Agent — Inbound + Outbound
Inbound Agent
Answers 100% of calls 24/7 — no missed opportunities after hours or during peak times
Qualifies the caller (service interest, first-time vs returning, availability)
Books appointments directly into the calendar in real time
Sends instant SMS confirmation to the client post-call
Outbound Agent
Automatically calls back missed calls and unbooked leads within minutes
Runs re-engagement sequences on dormant clients who haven't returned in 30–60+ days
Handles objections, answers service FAQs, and closes the booking on the same call
Now https://laviehealth.com has a full automated AI system in place!
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RESULTS
La Vie Health's AI inbound + outbound voice agent eliminated missed calls, automated booking, and reactivated dormant clients — running 24/7 without staff involvement.
100%
Of inbound calls answered automatically — zero missed opportunities after hours or during peak hours
3 min
Average callback time on missed calls — outbound agent fires automatically and books the appointment on the same call
70%
Reduction in phone admin time — staff freed from manual booking, confirmations, and follow-up calls entirely
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CASE STUDIES
