CONVIN FOR healthcare

Resolve patient inquiries in <5 minutes. Fill tomorrow’s schedule today.

Patients face long waits and longer holds. Convin calls new inquiries instantly, guides agents live on coverage and pricing, and confirms by text so first-visit bookings rise, no-shows fall, and schedules stay full.
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AI Phone Calls: Accelerate Business, Slash Costs, and Grow Faster
nivabupa
aditya birla
uc
mobikwik
kotak
pw
bajaz
bharat-pe
icici-lombard
sbi
shadi
realme

Convert Conversations Into Results.

100
%
Patient Conversations Reviewed
30
%
Faster Speed-to-Lead
25
%
Drop in Appointment No-Shows
20
%
Reduction in Average Handle Time
30
%
Improvement in First-Visit Conversions
40
%
Fewer Escalations & Complaints

The Access Gap, in Numbers

31-day
wait for first appointments.
Impact
Customers disengage because no one reaches them in time.
4.4
minute hold time on inbound calls.
Impact
High-intent callers abandon before they ever speak to a rep.
6%
no-show rate across service lines.
Impact
Valuable capacity goes unused and days fall out of rhythm.
3%
of calls reviewed for QA.
Impact
Most errors and risks stay hidden, repeating unchecked.
60%
of claim-related calls still rely on manual checks.
Impact
Slower TATs, poor claim experience, and escalations.
Fragmented systems
(Voice / WhatsApp / CRM)
Impact
Broken customer journeys, missed context, and declining trust.

Three Products. One Fast Path.

AI Phone Call Agent

Automates patient outreach on voice, chat, and WhatsApp to confirm, update, and follow up instantly.
Solves
Missed callbacks
Delayed follow-ups
Fragmented communication
Use Cases
Appointment confirmations and rescheduling
Test-result updates and discharge check-ins
Why It Matters
Omnichannel outreach synced with EHR/CRM-fewer no-shows
Better adherence
Saved staff time

Real-Time Assist Agent

Listens live and prompts accurate, empathetic, compliant responses-no rigid scripts.
Solves
Inconsistent tone
Long resolutions
Compliance slips
Use Cases
Clarifying billing, insurance, or procedure details
Handling sensitive or emotional patient calls
Why It Matters
Shorter AHT
Consistent conversations
Stronger patient trust

Conversation Intelligence Agent

Audits 100% of conversations, flagging missed cues, compliance gaps, and coaching needs.
Solves
Manual QA bottlenecks
Delayed feedback
Hidden risks
Use Cases
QA automation for scheduling and billing calls
Compliance tracking and HIPAA reporting
Why It Matters
Complete visibility
Faster coaching
Measurable improvements in patient experience
Why It Matters
100% call visibility
Insights that directly link to your revenue and persistency

A Closed Loop That Never Loses a Customer

1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.

A Closed Loop That Never Loses a Customer

Real-World Convin Use Cases Across HealthTech Functions

Patient Outreach & Scheduling

Automate appointment reminders, reschedules, and follow-ups.
Convert missed or abandoned calls into booked appointments.
Proactively confirm visit details and reduce no-shows.

Patient Support & Care Coordination

Resolve queries around prescriptions, test reports, and billing faster.
24×7 multilingual assistance for FAQs and patient status updates.
Post-interaction surveys to track CSAT and patient satisfaction.

Quality & Compliance

Review 100% of calls automatically for HIPAA compliance.
Redact sensitive information and generate audit-ready reports.
Flag missing disclosures or unverified patient identity instantly.

Training & Coaching

Identify high-performing agents and replicate effective care scripts.
Coach new agents using real call recordings and AI insights.
Reduce onboarding time with personalized learning modules.

Patient Retention & Feedback

Detect dissatisfaction through sentiment analysis and flag grievances early.
Trigger follow-up calls or case reviews before issues escalate.
Track retention metrics and improve lifetime patient value.

Trusted by B2C Leaders Who Get It.

“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah

Works With Your Stack

EHR, CRM, telephony, chat, and messaging—keep your systems; use Convin to call faster, guide better, and review every interaction.
Integation
Integrations

More Enrollments. Same Team. Less Leakage.

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CONVIN FOR healthtech

Empower agents to deliver a patient-first experience with better conversations

Make online healthcare service a better and faster experience for patients and families. Earn more customers by keeping empathy and compliance at the forefront of customer-facing interactions.

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How does Convin help the HeathTech contact centers?

Deliver patient-first experience with improved call handling

Consistent and automated call monitoring and coaching help reduce the average handle time (AHT) and increase first call resolution (FCR).

Uncover Customer Grievenaces Proactively

Catch and address complaints and grievances timely with customer sentiment analysis and a proactive alert mechanism.

Stay compliant and follow HIPAA policies

100% conversation monitoring highlights compliance breaches, information leaks, or tampering—auto-redact confidential customer data in transcriptions.

Invest in AI-powered patient conversations

Earn more appointments with real-time conversation tracking

Leverage real-time monitoring and guidance to reduce hold times, improve first-call resolution, and shorten sales cycles. Eliminate potential violations and escalations with auto-generated prompts. Ensure a friendly and efficient patient experience–ensure agents respond with empathy while handling critical conversations.

Real-Time Agent Assist illustration

Uncover unsatisfactory agent performance

Uncover unsatisfactory agent performance

Complexity of healthtech products, policies, and procedures often leads to a poor customer experience, compounded by the challenge both new and seasoned agents face in answering time-sensitive queries. Convin helps agents discover issues–and uses Automated QA to evaluate agent performance and highlight improvement areas. Offer agents automated AI feedback and Lead score to encourage proactive behavior.

Communicate actions and words that
customers trust

Customer complaints and issues frequently occur in healthcare. Hold time and response time are impacted, leaving the customer hanging with poor or no problem resolution. Analyzing conversation behavior and implementing the right words and actions during such situations can calm the customer. Replicating empathetic behavior and phrases can have a better effect on customers and patients.

Communicate actions and words thatcustomers trust

Retain and train valuable agents

Retain and train valuable agents

Poor customer experience has a direct relationship with undervalued agents and increasing agent turnover. Coaching is a preferred tool to make agents feel valued by investing in their career progress. Apart from retention, coaching and nurturing incumbent agents reduces call center costs.

Act proactively on patient interactions

Patients and families desire personalized attention and interaction. Agents can’t meet the demand without access to the right data. Streamlining data helps agents personalize conversations with data-driven insights that focus on delivering empathetic patient experiences. Conversation intelligence highlights key discussion moments and organizes unstructured complaints or queries into transcriptions.

Act proactively on patient interactions
27 %
Increase in CSAT
21 %
Increase in Sales
56 sec
Reduction in AHT
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Analyze omnichannel conversations
Access Convin
on-the-go
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Integrate Effortlessly With Your Tech Stack

Integrate Effortlessly With Your Tech Stack
Integation
Integrations

Trusted by B2C Leaders Who Get It.

“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah

Transform Customer Conversations with Convin’s AI Agent Platform

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