Voice agent for abandoned intake recovery
Tryozi's voice agent gives unfinished intake a clear route back.
More eligible, opted-in users return to unfinished intake with help from an AI voice agent, reducing manual follow-up. It handles administrative questions and passes anything clinical to the right team.
The impact
29%
of contacted users resume intake
Voice agent for abandoned intake recovery
Case study facts
- Industry
- Telehealth
- Team
- Marketing
- Systems connected
- 4
- Time to live
- 3 weeks
- Engagement
- AI implementation
The impact
Results for the team
- of contacted users resume intake
- 29%
- of contacted users resume intake
- The recovery rate counts contacted users who return to their incomplete intake.
- less manual follow-up time
- 84%
- less manual follow-up time
- The voice agent handles routine administrative follow-ups, reducing the time staff spend contacting users manually.
- more eligible follow-ups covered
- 3×
- more eligible follow-ups covered
- The team covers more eligible, opted-in users with recovery follow-ups, using clear paths for resuming intake or requesting support.
Situation
Intake stopped. The reason was unclear.
An unfinished intake does not explain why someone stopped. Generic reminders cannot tell a technical problem from a question that needs a person, and manual follow-up competes with other support work.
Challenge
A reminder could not resolve every problem.
Follow-up needed to tell an administrative obstacle from a question requiring a person. Contact permission, identity, opt-outs and clinical boundaries had to remain explicit throughout the conversation.
What we built
A guided path back to intake.
The workflow identifies incomplete intake records eligible for follow-up and checks contact permission before every call. The voice agent identifies itself, asks whether help is wanted and guides the user back to a secure continuation path.
Clinical questions, uncertainty or requests for a person move to the appropriate team; the call is never a shortcut around the intake process.
AI tech stack
Cloudflare Agent CloudAgent infrastructure
OpenRouterModel access
ElevenLabsVoice agents
- Detect unfinished intake
Find incomplete records without assuming why the user left.
- Verify contact permission
Consent, suppression and contact-frequency rules are enforced before every call.
- Load minimal context
The agent sees only the administrative details the call requires.
- Offer help
The voice agent discloses that it is automated and confirms the user wants to continue.
- Resume or hand off
Send a secure continuation link or connect the user to a person.
- Log the outcome
Record the disposition and honor opt-out or follow-up preferences.
Evals and guardrails
Test conversations. Enforce contact boundaries.
Conversation evals
Test whether the agent understands requests and completes intake support tasks. Include interruptions, voicemail, wrong recipients and opt-outs.
Handoff evals
Measure missed clinical questions and requests for a person. Test failed transfers and check that the agent never gives clinical advice.
Guardrails
Check contact permission before each call. Honor opt-outs, limit access to intake details and send clinical questions to qualified staff.
Results
Unfinished journeys have a next step.
The recovery rate counts contacted users who return to their incomplete intake. The voice agent handles routine administrative follow-ups, reducing the time staff spend contacting users manually.
The team covers more eligible, opted-in users with recovery follow-ups, using clear paths for resuming intake or requesting support.
- of contacted users resume intake
- 29%of contacted users resume intake
- less manual follow-up time
- 84%less manual follow-up time
- more eligible follow-ups covered
- 3×more eligible follow-ups covered
From Tryozi
“We had tried other partners and nobody could unblock it. Revensi came in, understood the problem quickly, and turned a bottleneck into something that just runs. Total game changer.”
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