AI / IVA / Chatbots
Point solutions
🧠 What This Covers
AI-powered tools that automate conversations, assist agents, and reduce the workload of live staff — without ripping out your current systems.
Think:
- Voice bots that sound human
- IVAs that integrate with EMRs or CRMs
- Chatbots that resolve 60% of routine inquiries
- Agent Assist tools that summarize calls and coach in real-time
These tools help clients cut wait times, boost CSAT, reduce cost-per-contact — and they’re often modular (meaning easy to pilot or plug in on top of existing tech).
📊 Quick Definitions (For Affiliates)
Tool | What It Does | Ideal Use Case |
IVA (Intelligent Virtual Agent) | Voice-based automation that can understand and respond in natural language | Handling appointment calls, billing inquiries, or FAQs without a human |
Chatbot | Text-based bot (web or SMS) that guides users and answers questions | Front-end for websites, patient portals, or mobile outreach |
Agent Assist | Real-time guidance and automation for live agents | Shortening handle times, improving coaching, ensuring compliance |
AI Analytics | Analyzes calls and chats for insights, sentiment, trends | Leadership dashboards, quality assurance, training needs |
🛠️ How We Help Clients Use These
TSarro & Associates helps identify the best-fit AI solutions based on real-world pain points — not tech hype. Then we bring in vetted vendors like:
- Kore.ai – Healthcare-friendly, omnichannel IVA + chatbot platform
- PolyAI – Natural-sounding voice bots that integrate with EMRs
- SuccessKPI – Real-time agent assist & performance coaching
- Amplify AI – Supervisor dashboards, live QA, coaching automation
- IntelePeer – Low-code, drag-and-drop AI + Comms workflow builder
🧠 Affiliate Talk Track: When to Bring Us In
Listen for lines like:
- “We want to add automation but don’t want to change our whole system.”
- “Our agents are overwhelmed — we need help handling routine stuff.”
- “We’re exploring AI but don’t know what’s legit vs fluff.”
- “We can’t afford a full CCaaS migration — is there a shortcut?”
That’s when you say:
“I know a team that’s plugged AI into places like dental schools, healthcare businesses, and PBMs — without ripping out their existing systems. Want me to intro you?”
💡 Use Case Example – Dental School Automation
Field | Example |
🏢 Who | University Dental School with 20 clinics |
❗ Problem | Overwhelmed front desk, 50% of calls are routine |
✅ Solution | Voicebot (IVA) that handles confirmations, directions, cancels appointments, requests new appointments, insurance FAQs |
📈 Outcome | Fewer calls to staff, faster patient answers, happier ops team |
🔗 Trigger | “We’re missing calls” or “The front desk is buried” |
🔄 Modular = Quick Wins Without Big Swaps
Let your network know:
- You don’t need to do a full telecom/CCaaS migration to start using AI
- Tools like PolyAI and IntelePeer layer onto what’s already there. Think “Bolt-On” solution
- We can get them a low-risk assessment & quote from a vetted vendor
🎯 Who This Is Great For
Persona | Why This Resonates |
🦷 Dental Ops | Replace repetitive front desk tasks |
💊 PBM Leaders | Offload volume spikes & post-call admin |
🧑⚕️ Patient Access | Shorten wait times with natural IVR |
👨💼 COOs / CIOs | Improve CX and reduce costs with low-lift tech |
Healthcare Business | Improve CX and reduce costs with low-lift tech |
Banks | Migrates easy customer calls to automation |
Ready to refer a client who's exploring AI or automation?
👉 [Submit a Lead →]
Or use one of our DM/Email templates from the “How to Make a Warm Intro” page.