Case Study · Wellness / United States · 2024–2025

AI VOICE
AGENT AT
SCALE.

Deploying a 24/7 conversational AI voice agent to automate appointment booking across a nationwide network of 27 prenatal wellness studios — bilingual, branch-aware, and always on.

Prenatal Wellness
United States
27 Branches
Retell AI · n8n · Mindbody
27
Active Locations
24/7
Availability
0s
Wait Time
Concurrent Calls
The Client

A decade of care for expecting families

Founded in 2015, our client is a specialized prenatal wellness studio offering elective keepsake ultrasounds, gender determination, DNA testing, and prenatal massage. What began as two locations in South Florida has grown into a nationwide network of over 27 branches across the United States, serving thousands of expecting families each year.



Their services exist at the intersection of healthcare, wellness, and deeply personal experience — a context that demands both operational precision and genuine warmth at every customer touchpoint.

The Challenge

Scaling human connection without losing it

01

Inbound Call Volume at Scale

With 27+ locations each receiving inbound calls for bookings, inquiries, and appointment management, the front-desk team was overwhelmed — especially during peak hours and outside business hours.

02

Missed Appointments, Lost Revenue

Unanswered calls and long wait times directly translated to missed bookings. Callers seeking to schedule their first ultrasound — an emotionally significant moment — were being lost to silence.

03

Complex, Location-Specific Logic

Each branch operates its own service menu, pricing tiers, and availability windows. No two locations are identical — making a standardized human script impossible to maintain.

04

Bilingual Customer Base

A significant portion of the clientele is Spanish-speaking. The agent needed to serve both languages fluently, without redirection or compromise in service quality.

05

Emotional Sensitivity of the Context

Every caller is an expecting mother or family member. Tone, pacing, and empathy had to match the warmth of the brand — not feel robotic or transactional.

We needed something that could book appointments at 2am, speak to a nervous first-time mom with warmth, and know the difference between a Miami service menu and a Denver one — all at once.

— CEO · Prenatal Wellness Network
The Solution

A fully conversational AI voice agent

CCG designed and deployed a conversational AI voice agent built on Retell AI, integrated with Mindbody for scheduling and n8n for intelligent automation — available 24/7 across all 27 locations.

Call Flow Architecture

Inbound Call Received

Answers immediately on any of the 27 branch numbers via SIP trunk routing through Retell AI.

Location & Intent Detection

Identifies the caller's branch and determines intent: new booking, appointment management, or general inquiry.

Client Lookup & CBFF Check

Mindbody client records queried via n8n to surface existing appointments and Come Back For Free eligibility.

Service Selection & Booking

Guides the caller through services, pregnancy-week-based recommendations, and add-ons — then confirms a time slot in real time.

Warm Transfer or Ticket Creation

Complex cases escalated via warm transfer. If staff unavailable, a support ticket is auto-created and the caller notified.

Post-Call Analysis

Every call tagged, summarized, and stored. Dashboards surface insights to operations and quality teams.

Technology Stack

R
Retell AI

Conversational flow engine powering voice interactions across all branches.

n8
n8n Automation

API orchestration connecting Retell, Mindbody, HeyMarket, and Supabase.

MB
Mindbody

Real-time slot availability, client records, and appointment creation.

TW
Twilio / SIP Trunks

27 branch numbers with warm-transfer caller ID passthrough support.

SB
Supabase

Backend data layer for call logs, webhook payloads, and analytics.

HM
HeyMarket

SMS platform for outbound confirmations and follow-up communications.

Scope of Automation

A complete front-desk experience

New Appointment Booking

Identifies the right service based on gestational age, recommends add-ons, checks live availability, and confirms the booking — all in a single call.

Rescheduling & Cancellations

Existing appointments retrieved from Mindbody, presented to the caller, and updated or cancelled in real time — no staff involvement required.

Come Back For Free

Automatically detects CBFF eligibility for returning clients and proactively offers the complimentary visit — a high-value retention touchpoint.

General Information

Service descriptions, pricing, hours, directions, and walk-in policies — answered accurately from a location-aware knowledge base.

Bilingual Support (EN / ES)

Seamlessly handles English and Spanish callers, delivering a consistent and warm experience in the caller's preferred language.

Human Escalation

When a caller needs a person, performs a warm transfer — pre-briefing staff with a call summary before handing off gracefully.

The Impact

Always on. Always warm.

The agent transformed inbound call handling from a staffing bottleneck into a scalable, consistent, empathetic experience — operating around the clock across every branch.

27
Branches Covered Simultaneously
24/7
Booking Availability
6
Services Automated
2
Languages Supported
0s
Wait Time on Answer
Concurrent Calls Handled