Case study · AI voice agent

An AI voice agent found 30 hot leads
among 130 new ones

Family & pediatric practice Texas July to September 2026
130
new leads from ads, funnels and forms
30
flagged as hot leads by the AI voice agent
10
calls handed live to the front desk
By the numbers
New leads
130
Hot leads
30
Transferred live
10
Opted out
0

July to September 2026.

30
hot leads found among 130 new ones
Before and after

Before

  • Most leads aren't ready to book on the first call
  • Hours of calls the front desk doesn't have
  • Ready patients wait in the same queue as everyone else

After

  • Every new lead gets a call from the AI voice agent
  • 30 of 130 flagged as hot leads
  • 10 calls transferred straight to the front desk
  • Callbacks set for later that day or in a few days
Summary

When a new lead comes in, from the practice's ads, a funnel page or a website form, an AI voice agent calls them as the practice's own assistant and answers their questions. If they're ready, it books the appointment on the call, confirming the day and time with them. If something is urgent, or the caller asks for a person, it transfers the call straight to the front desk.

The challenge

Hot leads get lost in the pile

Most new leads aren't ready to book on the first call, whether they came from an ad, a funnel or a form. Calling every one of them takes hours the front desk doesn't have, and the few who are ready end up waiting in the same queue as everyone else.

What I built

An AI that makes the first call, every time

  1. 01AI call

    New leads from ads, funnels or forms get a call from an AI voice agent, as the practice's own assistant.

    Vapi voice AI
  2. 02Qualify

    The AI answers their questions and tags anyone showing real interest as a hot lead.

    Vapi + GoHighLevel
  3. 03Book or transfer

    If they're ready, it books the visit on the call, confirming the day and time. If it's urgent or they ask for a person, it transfers them to the front desk.

    Vapi voice AI
  4. 04Call me later

    If now's a bad time, it sets a callback for later that day or in a few days, and calls back then.

    GoHighLevel workflows
Results

30 hot leads found, 10 handed over live

From July to September, 130 new leads came in through the practice's ads, funnels and forms. The AI voice agent flagged 30 of them as hot leads and transferred 10 calls straight to the front desk. Of those 10 callers, 3 were hot leads, 6 asked to be called back later and 1 was cold. None of the 130 opted out.

Inside the system
Close up of the GoHighLevel workflow: the hot lead path next to the two call me later paths, same day and in a few days
Close up of the live workflow: hot leads and "call me later" requests each have their own path. Click to enlarge.

Screenshot from the live system. No patient details are shown.

Built with
Vapi voice AIGoHighLevelConversation AIRetell AIMakeZapierVapi voice AIGoHighLevelConversation AIRetell AIMakeZapierVapi voice AIGoHighLevelConversation AIRetell AIMakeZapierVapi voice AIGoHighLevelConversation AIRetell AIMakeZapier

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