--- title: "A Multi-Brand Voice AI System For Lead Recovery" description: "EnactOn integrated Retell AI into WellnessWag’s customer journey, creating a voice AI lead recovery workflow reused across CrossEven’s brands." keywords: ["voice AI agent integration", "Retell AI integration", "AI lead recovery", "EHR integration", "multi-brand automation"] entityName: "EnactOn Technologies Private Limited" pageType: "CaseStudy" url: "https://www.enacton.com/case-studies/crosseven-voice-ai-lead-recovery/" rawMdUrl: "https://www.enacton.com/case-studies/crosseven-voice-ai-lead-recovery.md" lastUpdated: "2026-10-23" --- # A Multi-Brand Voice AI System For Lead Recovery WellnessWag offers Emotional Support Animal (ESA) and Psychiatric Service Dog (PSD) letter services. Its customer journey often starts with a Facebook or Instagram ad, then moves to an intake form, account creation in its internal electronic health record (EHR) system, and a payment page. But not everyone made it to the finish line. Some visitors abandoned their forms, while others completed the intake process but never paid. We integrated Retell AI into this existing workflow, giving WellnessWag a way to follow up with potential customers through personalized voice calls, answer process-related questions, and help them pick up where they left off. ## Clients that have trusted us over the years DoctorNote, Frendo, Growlity, HouseMaxxing, Leadquity, LeafyDOC, ParkingMD, Proposalbiz, Sparissimo Food, WellnessWeg, Youmii ## Secure, high-speed products built for business growth Our software is engineered for speed, security and scalability — delivering dependable performance for businesses of every size. - **13+**: Years of Excellence - **350+**: Customers - **95%**: Repeat Client Rate - **65+**: Countries ## Getting visitors to the website was only half the job. WellnessWag was already attracting potential customers through paid social campaigns and organic content. The opportunity was in what happened next: reconnecting with people who had shown interest but dropped out before completing their purchase. ### Leads Were Dropping Off Midway Visitors sometimes left before completing their assessment or payment. Each incomplete journey represented a potential customer the business could lose without timely follow-up. ### Every Customer Had Different Questions People had different concerns about the process, pricing, eligibility, and next steps. Generic reminders couldn't address every question or help customers feel confident enough to continue. ### Manual Follow-Ups Couldn't Scale Easily Calling abandoned leads individually takes time. WellnessWag needed a consistent way to reach potential customers without adding the same workload to its support team. ### Follow-Ups Needed Context and Guardrails The agent needed customer journey context while respecting healthcare privacy, limiting call frequency, enforcing permitted calling hours, and separating marketing from utility communications. ## We connected voice AI to the systems already running the customer journey. Retell AI provided the voice-agent platform. EnactOn built the integration around it, connecting the agent to WellnessWag's forms, EHR, communication channels, and follow-up logic. The result was an automated workflow designed around what each customer had actually done. ### Retell AI Connected to the Existing Workflow We integrated Retell AI through its APIs, connecting voice conversations with WellnessWag’s existing systems so the agent became part of the customer journey. ### Custom Call Triggers Within 15–20 Minutes Since Retell couldn’t detect abandoned forms or checkouts automatically, we built custom logic to identify drop-offs and trigger calls within 15–20 minutes. ### Personalized Conversations Using Form and EHR Data We passed relevant customer and journey details into the agent’s context, helping it personalize conversations and answer process-related questions instead of relying solely on generic scripts. ### Checkout Links, Discounts, and Testimonials The agent could send checkout links and applicable discounts through SMS or email. When customers hesitate, it could also share testimonials to address trust concerns. ### Human Handoffs Whenever Customers Ask Automation shouldn’t leave customers stuck talking to AI. We enabled call transfers to human representatives whenever someone requested personal assistance or needed support beyond the agent’s scope. ### Integrations Beyond the Voice Call We integrated the EHR and Twilio for patient records and reminders, implementing call-frequency limits, permitted calling windows, and separate numbers for marketing and utility calls. ## More opportunities to recover sales, without rebuilding the entire customer journey. The integration gave WellnessWag a way to reconnect with potential customers automatically. It also created a repeatable approach that could be applied across other businesses within CrossEven's portfolio. ### Around 10% of Abandoned Opportunities Recovered According to the client, the voice-agent workflow helped recover around 10% of otherwise abandoned revenue opportunities. This is a client-reported result, not an independently audited figure. ### One Workflow Across Multiple Brands The same approach was implemented across multiple brands in CrossEven's portfolio, including businesses offering different types of online healthcare-related services. This made the integration reusable beyond a single website. ### Automated Follow-Ups With Human Support Available Customers received timely calls, personalized answers, and relevant links, with human support available. Separate marketing and utility numbers, call-frequency limits, and permitted calling hours supported compliance controls. ## Why It Made Sense for WellnessWag The right solution needed to fit WellnessWag’s existing operations, make customer interactions more relevant, and account for the added complexity of healthcare workflows and compliance requirements. ### The Opportunity Was Already in the Funnel WellnessWag was already investing in website traffic. Following up with interested visitors created another chance to convert existing leads without relying entirely on additional advertising spend. ### Context Made Automation More Useful Connecting the agent to form and EHR data made conversations more relevant to each customer’s progress, while leaving clinical assessments and eligibility decisions to qualified professionals. ### Healthcare Automation Needs More Than a Good Voice A convincing voice wasn’t enough. The workflow also needed accurate data, privacy safeguards, appropriate call timing, and reliable human handoffs to support safer, more responsible automation. ### The Approach Could Extend Across Brands CrossEven operates multiple businesses with similar customer journeys. Building a reusable integration made it easier to extend abandoned-lead follow-ups across different brands and service categories. ## Core Capabilities ### AI Voice Agent Integration Connecting voice AI platforms to business systems to automate customer conversations and follow-ups. ### API and EHR Integration Connecting forms, internal records, and customer workflows so automated interactions can use relevant context. ### Workflow Automation Building custom triggers based on customer actions, payment status, and abandoned journeys. ### Multi-Brand Automation Creating reusable integrations that support similar customer journeys across multiple businesses. ## Client Testimonials & Reviews > "No matter it’s a day or night, there are responses to my inquiries and resolves my concerns in less than an hour." — **He Wang**, Founder at Cashbackist, Inc. > "Best thing about EnactOn is they have all under-one-roof solution for end-to-end business requirements." — **Tej Prakash**, Founder at AdGaem > "We appreciate their attention to detail and creative approach in bringing our new exhibit to life online." — **Y Sreekanth**, Founder at Cashkart365 > "EnactOn provided me with a more comprehensive proposal than I asked for, which helped me proceed smoothly with development." — **Tejas Ahobala**, Founder at Khareedhi > "All my worries and thinking turned in positive ways when I came across an expert team of EnactOn technologies." — **Aaksh Soni**, Founder at DealNo1 > "The technical approach to a solution has been their core strength. Overall domain and business expertise is truly remarkable." — **Quartzobr**, Founder at Kahle.com.br ## Frequently Asked Questions ### Can a voice AI agent handle different customer journeys across multiple healthcare-related brands? Yes. A shared integration can support multiple brands while using brand-specific workflows, customer context, communication rules, and follow-up logic. This allows businesses to reuse core infrastructure without treating every customer journey as identical. ### How did you address the technical complexity of healthcare compliance in automated calling? We engineered configurable call-control logic with frequency thresholds, time-window restrictions, and separate numbers for marketing and utility calls. These controls supported regulatory alignment while integrating privacy-aware data handling, workflow orchestration, and human escalation into the existing healthcare ecosystem. ### What happens when a customer asks a question the AI agent isn't equipped to answer? The workflow can transfer the call to a human representative when a customer requests assistance or the conversation goes beyond the agent's defined scope. This helps ensure automation remains a support layer rather than a replacement for human judgment. ### How can businesses distinguish marketing calls from service-related calls? Separate phone numbers for marketing and utility communications can help distinguish call purposes and establish clearer operational controls. Businesses must also ensure that each communication type meets the applicable consent, privacy, and calling requirements. ### What happens when a business changes its forms or internal systems? The integration can be updated to reflect changes in APIs, data fields, and workflow logic. The scope depends on the nature of the changes and the systems involved. ### How do you maintain control over automated calling at scale? We can implement configurable call-frequency limits, permitted calling windows, and separate communication channels to support operational oversight. Specific requirements must be validated against applicable laws and the business's compliance obligations. --- ## Company Entity & Canonical Verification - **Legal Business Name:** EnactOn Technologies Private Limited - **Headquarters:** 605, Luxuria Business Hub, Nr. V R Mall, Vesu, Surat, Gujarat, INDIA – 395007 - **Official Website:** https://www.enacton.com - **Direct Contact:** contact@enacton.com | +91 74260 60610 - **Career Enquiries:** careers@enacton.com | (+91) 90790 45453 - **Primary Service Category:** Custom Software Development, Startup MVP Engineering, White-Label Platform Development & IT Consulting