See where your practice loses consults

Kaia scores every recorded consultation and shows which calls turn into booked and attended consults, so you can coach the whole team, not just your best coordinator.

See where you lose consults See how AI sales analysis works

82/100

OutcomeBooked

Rapport

Needs discovery

Presentation

Objection handling

Closing and upsell

Coaching tips

Ask about timeline before quoting price
Confirm the deposit before the patient leaves

20%booking rate up

Under 2 minto answer new leads

18 hrssaved per week

$3K/mocut from software costs

Results from Lift Plastic Surgery, owned by KAIA's founder. Individual results vary.

Start with one module

Pick the problem you want solved today. Turn on the rest later, on the same account and the same data.

AI Sales Analysis

See where consults are won and lost. Consultation scoring, coaching tips and AI notes from your Plaud NotePin recordings.

Start with sales analysis →

Vital Pay

Collect deposits and procedure payments inside the patient conversation, so a yes in the room becomes a date on the calendar.

Start with payments →

CRM

Every lead, appointment and follow-up in one place, with a clear next step for interested patients.

Start with CRM →

Everything else runs on one platform: scheduling, EMR, CRM, payments and the Kaia AI receptionist plug in when you are ready. Kaia runs alongside your current EMR today; full migration is coming.

Hear a real Kaia callSample

Connected · Lift Plastic Surgery

0:00 / 3:44

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Veneers, price shopper

Ad Vital Cosmetic Dental

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Captured on the call

Kaia fills the chart while she talks. Nothing typed after.

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Press play

Hear a real Kaia call and watch as procedures, screening, budget, and the booking appear here in real time.

Higher conversion at every step. Less repetitive work. Data behind the next decision.

One goal. Two conversion points.

Every workflow should move the patient journey forward.

Ad Vital’s AI-native platform connects the front desk, consultation, follow-up, and payments around higher conversion. Smart agents handle the repetitive steps. Your team owns the patient relationship and clinical decisions.

01Lead → consult

Turn the inquiry into a visit.

Kaia responds, qualifies, schedules, and follows up within your practice’s rules. Remove the repetitive work that lets interested patients drift away.

Data to guide actionTrack response time, booked consults, and show rates.

See how Kaia moves the lead forward →

02Consult → procedure

Help the patient move forward.

Plaud-based scribing and sales analysis capture the consultation. Quotes, payment choice, and consistent follow-up support their next step.

Data to guide actionReview consultation conversion, objections, deposits, and revenue.

See the quote-to-payment workflow →

Measure. Decide. Act. Review.

Use Catch and consultation intelligence to see where patients stall, choose the next action, and assess progress against your own practice’s baseline. Track each stage distinctly, from booked and attended consults to procedure bookings and collected revenue.

Built around the consult

Three specialties. One conversion journey.

Lead. Consult. Procedure. Bring the next step into view for the people who run your practice.

Plastic surgery

Keep inquiries, consultations and procedure follow-up connected.

Explore plastic surgery

Med spa

Help interested patients book a visit and return for their next treatment.

Explore med spa

Dental

Keep treatment conversations and the next appointment moving together.

Explore dental

Meet Kaia

Turn more inquiries into booked consults. Let Kaia handle the follow-through.

Kaia responds, books, follows up, and captures deposits in English and Spanish, around the clock. She handles repetitive steps with patient context and practice rules, so your team can focus on the conversations that need a person.

Calls and texts

Give the inquiry a clear next step.

Follow-up

Keep the conversation moving after the consult.

Deposits

Help a patient move from interest to a booked date.

English and Spanish

Continue the conversation in the patient's language.

Book a Walkthrough Go deeper on Kaia

Inquiry to consultSample

Patient inquiry

Interested in a consultation

Call answered
Procedure interest captured
Responded
Consult scheduled
The next visit is on the calendar
Booked
Deposit link sent
A clear payment step
Sent
Follow-up ready
The team can see what comes next
Ready

A connected conversation. A visible next step.

AI sales analysis & coaching

Understand what makes the conversation convert.

Scores against the same criteria every time
Flags the objection that cost the booking
Turns each consult into one coaching tip

Explore consultation sales coaching

For coordinators

Clear feedback. A better next conversation.

For owners

See the coaching opportunity behind the outcome.

Consistent criteria. Actionable feedback. Your team stays in control.

Less repetitive work

Keep patients moving. Keep your team focused.

Bring the next action into the same workflow, from the inquiry to the procedure.

Respond

Answer questions and bring the inquiry into your practice's workflow.

Book

Connect patient interest to a consultation and a clear next step.

Follow through

Keep quotes, deposits and follow-up visible to your team.

Review

Use consultation feedback and outcomes to decide what to improve.

Data behind the next decision

See where conversion stalls. Know what to address next.

Follow inquiries into booked and attended consults, then procedure bookings. Keep each stage distinct so your team can focus on the step that needs attention.

Where consults stall

InquiryConsultProcedure

See the next action instead of another disconnected report.

The coaching opportunity

Consultation outcome
Patient objection
Next coaching tip

Bring the conversation and its outcome together.

Follow-up that stays visible

Consult reviewed

Next step ready

Give the team a clear view of what needs their attention.

One account. Connected work.

Start with the problem you want solved.

Scheduling, EMR, CRM, payments and the Kaia AI receptionist plug in when you are ready.

Kaia runs alongside your current EMR today; full migration is coming.

SchedulingEMRCRMPaymentsKaia

Vital Pay

Make the next payment step part of the conversation.

Collect deposits and procedure payments inside the patient conversation, so a yes in the room becomes a date on the calendar.

Explore Vital Pay

From quote to calendarSample

Quote reviewed

Deposit paid

Date confirmed

A visible next step for the patient and your team.

FAQ

The questions operators actually ask.

What does Ad Vital actually do?

Ad Vital helps aesthetic practices improve lead-to-consult and consult-to-procedure conversion. Smart agentic AI handles repetitive communication, scheduling, follow-up, and payment steps, while consultation intelligence and Catch provide data to guide the next decision. Your team stays in control of care and the patient relationship.

What does smart agentic AI mean in Ad Vital?

It means AI that can take configured actions, such as responding to an inquiry, booking a consultation, following up on a quote, or sending a deposit link. It uses available patient and practice context, works within your rules, and hands off to staff when needed. It does not make independent clinical decisions.

How do we measure conversion improvement?

Define the stages and compare them against your own baseline: inquiries to booked and attended consults, then consults to booked procedures. Use response times, quote status, objections, deposits, and revenue to understand where patients stall. Keep reporting periods and stage definitions consistent. A deposit is not the same as a completed procedure.

Does it replace my front desk or staff?

No. It takes the repetitive, after-hours, never-ending work off your team so they can focus on patients in the building. Your people stay in control of care and the in-person experience.

Will it work with my EMR?

Kaia runs alongside your current EMR today; full migration is coming.

How fast will I see results?

Start with your own baseline for inquiries, booked and attended consults, then booked procedures. Review the same stages over a consistent reporting period. Results depend on your inquiry volume, workflow, team follow-through, and patient decisions.

How does pricing work, any hidden usage fees?

A flat monthly plan covers the platform; usage like voice minutes and messaging is billed transparently and itemized every month. See the pricing page for the full breakdown.

Built by a surgeon who runs a practice on it every day.

Kaia was built inside Lift Plastic Surgery, where the team uses it daily.

Book a Walkthrough

Convert more. Let AI handle the repetitive work.

See how Ad Vital connects lead-to-consult and consult-to-procedure workflows, with data to guide the next decision.

Book a Walkthrough