Agentic AI for Eye Tests,
Prescriptions, Frames & After-Sales Care
Converiqo orchestrates enquiries, appointments, lab coordination, deliveries, and customer updates so optical store teams stay focused on care and sales.
34%
faster prescription to delivery turnaround
2.9x
increase in eye test rebooking rates
51%
fewer status calls about frames and lenses
What is AI for Optical Stores?
Agentic AI workflows that manage eye test bookings, frame suggestions, lens queries, and delivery updates 24/7—keeping optometrists, retail, and labs aligned.
How does Converiqo help?
It provides sales and lead engine, customer self-service, ticketing and after-sales care, marketing and recalls, and workflow and knowledge automation so teams work in sync.
What are the outcomes?
34% faster prescription-to-delivery cycle, 2.9x increase in recall-driven bookings, and 51% drop in repetitive status calls with one automation fabric.
How Converiqo is Used in Optical Stores
Lead engines, prescriptions, labs, and service workflows run on one automation fabric.
Sales & Lead Engine
Capture and prioritize eye test leads, prescription renewals, and frame enquiries with guided workflows.
- Capture leads from walk-ins, WhatsApp, website widgets, optical marketplaces, and referral doctors with tagging for eye concern, prescription history, and brand preference.
- Auto qualify by urgency (emergency vs routine), visit type (eye test, quick purchase, repair), and budget to assign the right optometrist or advisor.
- Trigger appointment booking workflows with slot availability, optometrist allocation, and pre-visit instructions.
- Generate digital frame shortlists filtered by face shape, material, color, and price so customers can review before visiting.
Customer Self-Service
Give customers instant access to eye test slots, order tracking, FAQs, and policy details across channels.
- Customers view appointment status, eye test results, prescription records, and lens order stages through WhatsApp, SMS, or portal workflows.
- Interactive FAQs cover frame returns, lens warranties, care instructions, and store policies to deflect repetitive queries.
- Self-service ticket logging for adjustments, nose pad replacements, scratch complaints, or delivery reschedules with photo uploads.
- Automated notifications share updates on lab processing, dispatch, ready for pickup, and delivery ETA.
Ticketing & After-Sales Care
Organize prescription issues, fitting concerns, and repair requests with SLA timers and clear ownership.
- Centralize prescription corrections, fitting concerns, frame defects, and delivery delays from every channel.
- Classify tickets by product type, power complexity, SLA commitment, and customer tier to prioritize response.
- Assign tasks to optometrists, store technicians, or lab partners with timers and escalation rules.
- Automate customer updates at each stage with technician notes and upcoming actions.
Marketing & Recalls
Automate reminders for eye health checkups, new collections, and loyalty promotions tailored to each customer.
- Automate annual eye check reminders, contact lens refill alerts, and prescription expiry notifications.
- Launch campaigns for new frame collections, UV protection lenses, kids vision packages, or festive offers.
- Segment customers by prescription type, lifestyle, or last purchase date for tailored promotions.
- Measure campaign ROI with conversion dashboards tied to bookings, orders, and ticket creation.
Why Optical Stores Choose a Unified BOT Platform
Leading optical and eyewear brands select Converiqo to consolidate lead capture, self-service, ticketing, and lab coordination into one ecosystem.
Sales & Lead Engine
Capture and qualify every enquiry with appointment and frame shortlist workflows.
Customer Self-Service
24/7 access to appointments, prescriptions, order status, and FAQs.
Ticketing & After-Sales
Structured cases for prescription issues, fitting concerns, and repairs with SLAs.
Marketing & Recalls
Automated reminders and campaigns tied to eye health and purchase cycles.
Workflow & Knowledge
Standardize prescriptions, lens job cards, lab coordination, and SOP content.
Feedback & Intelligence
CSAT, NPS, and review signals after tests, purchases, and repairs in real time.
Daily Friction Inside Optical Stores
Automation keeps optometrists, retail teams, and labs aligned on every order.
Unstructured Enquiries & Walk-Ins
Eye test requests, prescription renewals, and frame enquiries arrive via calls, walk-ins, and WhatsApp without centralized tracking.
Prescription & Lens Coordination
Optometrists, sales staff, and lens labs work off separate notes which causes measurement errors and rework.
Frame & Lens Availability Visibility
Customers expect instant answers on frame fits, colors, and specialty lenses but staff juggle spreadsheets and catalog PDFs.
Update Overload
Repeated calls for order status, pickup reminders, and repair progress consume store bandwidth during peak hours.
After-Sales & Adjustment Tracking
Adjustments, repairs, and warranty claims lack structured ownership leading to poor follow-ups and missed SLAs.
Recall & Renewal Gaps
Annual eye check reminders, contact lens renewals, and loyalty campaigns are manual so stores lose recurring revenue.
How Converiqo Saves You Money & Time
Quantifiable impacts on your optical store operations with agentic automation.
Faster Prescription-to-Delivery
34% faster prescription-to-delivery cycle so customers get their eyewear sooner.
Recall-Driven Bookings
2.9x increase in recall-driven bookings with automated reminders and campaigns.
Fewer Status Calls
51% drop in repetitive status calls about frames and lenses with self-service and updates.
Agentic Workflows for Eye Care Retail
Guide every inquiry from eye test booking to eyewear purchase with structured workflows.
Sales / Lead Engine – Eye test to eyewear purchase
Capture leads from walk-ins, WhatsApp, website widgets, optical marketplaces, and referral doctors with tagging for eye concern, prescription history, and brand preference.
Auto qualify by urgency (emergency vs routine), visit type (eye test, quick purchase, repair), and budget to assign the right optometrist or advisor.
Trigger appointment booking workflows with slot availability, optometrist allocation, and pre-visit instructions.
Generate digital frame shortlists filtered by face shape, material, color, and price so customers can review before visiting.
Create quotes that combine frames, lenses, coatings, and accessories with EMI or insurance options synced to POS.
Schedule follow-ups for pending prescription approvals, advance payments, or contact lens trials with automated reminders.
Customer Self-Service – 24/7 optical concierge
Customers view appointment status, eye test results, prescription records, and lens order stages through WhatsApp, SMS, or portal workflows.
Interactive FAQs cover frame returns, lens warranties, care instructions, and store policies to deflect repetitive queries.
Self-service ticket logging for adjustments, nose pad replacements, scratch complaints, or delivery reschedules with photo uploads.
Automated notifications share updates on lab processing, dispatch, ready for pickup, and delivery ETA.
Customers request digital copies of prescriptions, invoices, and warranty cards without calling the store.
Policy and financing centers explain insurance claims, cashback programs, and vision plan benefits clearly.
Ticketing System – Structured optical service desk
Centralize prescription corrections, fitting concerns, frame defects, and delivery delays from every channel.
Classify tickets by product type, power complexity, SLA commitment, and customer tier to prioritize response.
Assign tasks to optometrists, store technicians, or lab partners with timers and escalation rules.
Attach prescription PDFs, pupillary distance measurements, and frame photos directly in the ticket for full context.
Automate customer updates at each stage with technician notes and upcoming actions.
Analyze recurring issues by supplier, lens type, or optometrist to drive training and vendor improvements.
Marketing Module – Recalls, renewals, and loyalty
Automate annual eye check reminders, contact lens refill alerts, and prescription expiry notifications.
Launch campaigns for new frame collections, UV protection lenses, kids vision packages, or festive offers.
Segment customers by prescription type, lifestyle, or last purchase date for tailored promotions.
Trigger referral and review workflows for satisfied customers with trackable incentives.
Run loyalty journeys that highlight free servicing, scratch protection, or upgrade benefits.
Measure campaign ROI with conversion dashboards tied to bookings, orders, and ticket creation.
Workflow Automation – Connected clinical to retail journey
Standardize optometrist notes, auto-populate prescriptions, and ensure handover to retail staff without data loss.
Generate lens job cards with measurements, coatings, and expected delivery while syncing with lab systems.
Trigger escalation alerts when labs delay outputs or prescriptions fail QA checks.
Automate approvals for high-value orders, insurance claims, or branded lens upgrades.
Provide dashboards showing bottlenecks across appointments, labs, and dispatch teams.
Integrate with POS, inventory, and lab software through APIs or secure file drops to avoid manual re-entry.
Knowledge Management – Optical playbooks in one place
Maintain updated product catalogs, frame fit guides, lens comparison charts, and coating cheat sheets.
Store SOPs for eye test protocols, pediatric consultations, and contact lens trials with multimedia references.
Publish troubleshooting guides for common fitting issues, scratch complaints, or progressive adaptation concerns.
Host insurer, third-party administrator, and vision plan documentation for quick claims processing.
Enable AI-assisted search so staff answer material, power range, and pricing questions instantly.
Track content usage to identify training needs for new hires or partner optometrists.
Benefits Across Optical Leadership & Teams
Everyone from optometrists to labs works with the same real-time picture.
Founders & COOs
- Single view of eye tests, sales, lab jobs, and after-sales tickets.
- Predictable revenue with automation-driven recalls and loyalty programs.
- Compliance-ready audit trails for prescriptions, claims, and quality checks.
Optometrists & Clinic Teams
- Structured appointments with pre-visit notes and handover checklists.
- Instant access to past prescriptions, lens preferences, and allergy alerts.
- Less admin work through automated documentation and follow-ups.
Retail & Sales Associates
- Digital product knowledge for frames, lenses, and offers at their fingertips.
- Automated reminders ensure no missed follow-up on pending quotes.
- Shared context with labs reduces back and forth on order status.
Lab & Vendor Partners
- Clear job queues with power details, coatings, and due dates.
- Faster approvals and fewer errors thanks to standardized job cards.
- Automated alerts for delays keep everyone accountable.
Marketing & CRM Teams
- Campaign automation tied to eye health milestones and purchase cycles.
- Segmentation by prescription, lifestyle, or membership improves ROI.
- Feedback insights guide collections, bundles, and messaging.
Customers & Patients
- Transparent communication from appointment to delivery.
- Self-service access to prescriptions, invoices, and care guides.
- Faster resolution when frames or lenses need adjustments.
Built for Every Optical Business Model
Independent stores, chains, and omnichannel brands run on the same stack.
Independent Optical Stores
Digitize appointments, orders, and renewals without replacing existing POS.
Multi-City Eyewear Chains
Standardize workflows, reporting, and SLAs across optometrists, labs, and stores.
Optometry Clinics with Retail
Connect clinical records to retail recommendations for seamless experience.
Contact Lens & Specialty Lens Brands
Manage trials, subscriptions, and logistics in one automation layer.
Omnichannel Eyewear Startups
Sync website, kiosk, and in-store experiences with unified ticketing and marketing.
Hospital Eye Care Retail Outlets
Integrate hospital EMR, optical inventory, and service desks to serve high patient volumes.
Leaders on measurable change
34%
Faster Prescription to Delivery
2.9x
Recall-Driven Bookings
51%
Drop in Status Calls
43%
Repeat Eyewear Purchases
“Converiqo connects our optometrists, sales floor, and lab partners on one platform. Patients receive proactive updates and our staff finally has time to focus on care instead of chasing paperwork.”
Rahul Jaitly
Director, VisionFirst Eyecare
Frequently Asked Questions
Answers for leaders and ops heads.
Agentic AI automates customer inquiries, organizes service tasks, and improves coordination across sales, prescriptions, and after-sales support. It helps optical stores manage appointment queries, frame selections, order tracking, and repair communication more efficiently.
Optical stores deal with prescription mix-ups, follow-up delays, unclear order updates, and repetitive queries about lenses or frames. Automation helps reduce errors, streamline communication, and improve service speed across store departments.
Yes. Automation categorizes orders, triggers reminders for pickups, and updates customers about lens fitting, dispatch, or repair timelines. It ensures faster coordination between opticians, sales staff, and back-office teams.
AI provides automated updates on order confirmation, prescription verification, lens preparation, and delivery or pickup schedules. This reduces follow-up calls and ensures customers stay informed throughout their buying or service journey.
Key KPIs include lead-to-sale conversion, order turnaround time, prescription approval accuracy, ticket resolution time, customer satisfaction scores, and campaign engagement. Monitoring these helps stores improve both sales and service quality.
The Lead Engine captures inquiries from walk-ins, websites, WhatsApp, and social ads. It tags interest in frames, lenses, power corrections, or brands, helping staff prioritize follow-ups and convert prospects into confirmed eyewear purchases.
Customer Self-Service allows customers to check order status, view prescription updates, access FAQs, request adjustments, and review store policies. It reduces repetitive queries and provides clarity anytime without needing staff intervention.
The Ticketing System organizes prescription issues, fitting concerns, frame defects, replacement requests, and delivery delays into structured cases. It ensures faster tracking, better accountability, and timely resolution across store teams.
The Marketing Module enables targeted reminders for eye checkups, lens replacements, new arrivals, festive offers, and loyalty campaigns. It segments customers based on history and preferences, improving repeat visits and follow-up engagements.
Workflow Automation standardizes prescription checks, lens fitting processes, order approvals, and escalation steps. Combined with Knowledge Management and feedback insights, it improves accuracy, reduces delays, and enhances overall customer satisfaction.
Ready to Automate Eye Tests, Prescriptions & Deliveries?
Plug Converiqo into your optical workflows to streamline appointments, lab coordination, marketing, and after-sales without replacing existing POS or clinic systems.