AI chatbots & agents · Healthcare & clinics
Therapy practice: an AI intake bot that tripled form completion
3×
Intake form completion vs the old form
A conversational chatbot for a therapy practice that qualifies prospective clients, matches them to the right therapist, shows insurance options and captures location in a friendly chat flow. Intake completion tripled.
- Industry
- Healthcare & clinics
- Timeframe
- < 2 min per visitor
- Services
- AI chatbot, Conversational design, Lead qualification, CRM automation
- Pillar
- Automate
3×Intake form completion
+40%Qualified leads booking a session
< 2 minMedian qualification time
The brief
The practice’s long web intake form was losing most visitors before they finished, and staff spent hours matching the ones who did to a therapist.
What we built
- A Landbot conversational flow that asks one question at a time.
- OpenAI for intent detection and therapist matching.
- Insurance browsing and location capture inside the chat.
- Asana for case routing and Zapier for CRM and email automation.
Results
- 3× higher intake form completion compared with the old web form.
- 40% increase in qualified leads booking a session.
- Median qualification time under 2 minutes per visitor.
Why it worked
- One question at a time beats a long form, which is why completion tripled.
- AI matching removed the manual therapist-assignment step.
- Routing into Asana and the CRM meant staff only touched qualified cases.
