Agentic AI for eye tests, prescriptions, frames, and after sales care
Converiqo orchestrates enquiries, appointments, lab coordination, deliveries, and customer updates so optical store teams stay focused on care and sales.
Pressure points
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 orchestrates eye care retail
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.
Customer Self Service
Give customers instant access to eye test slots, order tracking, FAQs, and policy details across channels.
Ticketing & After Sales Care
Organize prescription issues, fitting concerns, and repair requests with SLA timers and clear ownership.
Marketing & Recalls
Automate reminders for eye health checkups, new collections, and loyalty promotions tailored to each customer.
Workflow & Knowledge Automation
Standardize prescriptions, lens job cards, lab coordination, and SOP content so teams work in sync.
Feedback & Experience Intelligence
Collect CSAT, NPS, and review signals after tests, purchases, and repairs to pinpoint coaching and product improvements in real time.
Core module
Sales & Lead Engine
Guide every inquiry from eye test booking to eyewear purchase with structured workflows.
Automation flow
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.
Automation flow
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.
Automation flow
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.
Automation flow
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.
Automation flow
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 reentry.
Automation flow
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.
Automation flow
Feedback / Survey – Voice of patient & eyewear buyer
Send CSAT surveys after eye tests, purchases, and ticket closures across WhatsApp, SMS, and email.
Capture ratings on optometrist experience, frame selection guidance, lens clarity, and delivery timeliness.
Collect NPS responses and trigger recovery workflows for detractors with store manager follow ups.
Highlight promoters for testimonial, review, or referral programs.
Correlate feedback with ticket history and product types to surface systemic issues.
Publish executive dashboards tracking satisfaction by store, optometrist, and supplier.
Stakeholder outcomes
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.
Deployment fit
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.
Proof of impact
Optical leaders rely on measurable gains
Eye care journeys stay clear on Converiqo
34%
Faster prescription to delivery cycle
2.9x
Increase in recall driven bookings
51%
Drop in repetitive status calls
43%
Lift in repeat eyewear purchases
Customer voice
“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
Need-to-know
Frequently asked questions
Answers for optical store owners, optometrists, and operations teams.
How can agentic AI support modern optical stores?
+
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.
What daily operational challenges do optical stores face?
+
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.
Can automation improve order, prescription, and delivery workflows?
+
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.
How does AI enhance communication for optical store customers?
+
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.
What KPIs should optical stores monitor using automation?
+
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.
How does Converiqo’s Lead Engine improve eyewear sales?
+
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.
How does Customer Self-Service help optical store customers?
+
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.
Why should optical stores use Converiqo’s Ticketing System?
+
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.
How does Converiqo’s Marketing Module boost customer retention?
+
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.
How does workflow automation streamline optical store operations?
+
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.
Optical excellence
Ready to automate eye tests, prescriptions, and deliveries?
Plug Converiqo into your optical workflows to streamline appointments, lab coordination, marketing, and after sales without replacing existing POS or clinic systems.