Barti 🤝 Breakout

The Challenge

“Most of our leads came in through demo forms or referrals - but if a practice had a question after hours or wanted quick clarity, there was no easy way for them to get an instant answer. We knew there was untapped potential.” - Sarah Lee, Head of Marketing & Partnerships

Barti Software is modernizing the EHR experience for optometry, ophthalmology, and optical practices - combining AI-powered charting, scheduling, phones, billing, messaging, and more into one clean, easy-to-use platform.

But on their high-traffic website, prospective buyers often had practice-specific questions about how Barti would fit into their workflows, integrations, onboarding, or compliance - and no fast way to get answers.

The team needed to:

• Engage high-intent visitors outside of business hours

• Reduce reliance on forms as the only conversion path

• Share product knowledge in a more conversational, navigable way

• Avoid adding SDR headcount just to field common queries

The Shift

Today’s visitors are used to generative interfaces like ChatGPT and Claude - experiences where they can prompt, explore, and get personalized responses instantly. The expectation isn’t just access to information, but the ability to pull it in ways that map to their own mental models.

Breakout helped Barti evolve alongside this change - turning their website into a more adaptive, conversation-led experience. Instead of making visitors dig for answers, Breakout brings the right content, context, and clarity to them - instantly, and in the exact language and order they need.

Whether it’s a solo OD asking about data migration, or an operations lead at a multi-location eye care practice looking for billing capabilities, Breakout tailors the journey in real time - helping every visitor find their fit, faster.

With Breakout, Barti is now able to:

• Guide each visitor through a personalized, real-time journey based on their role, goals, and questions

• Answer detailed product queries - from EHR migrations to billing workflows - without human intervention

• Surface the most relevant demos, pricing info, and onboarding paths in a few conversational turns

• Capture and qualify high-intent leads directly inside the chat

• Engage and convert eye care providers even outside business hours

Why Barti Software Chose Breakout

Most legacy tools in the market realized aren’t built for the generative, product-aware experience modern buyers expect.

Barti needed a solution that could turn website curiosity into a real pipeline, without the overhead of playbooks, live reps, or form fatigue. Breakout made that shift possible - with zero dev time and immediate impact.

Here’s what made Breakout the clear choice:

• Real-time engagement, not delayed follow-up - Resolution of user questions, qualification, routing, and booking meetings with sales.

• Personalized journeys, not rigid flows - Each visitor gets a generative experience, not rule-based responses like traditional chatbots.

• Lead capture that doesn’t break the flow - Breakout captures lead info naturally and invisibly, without slowing down the interaction.

• Always-on support without scaling headcount - Breakout handles after-hours conversations autonomously, qualifying and routing leads without needing SDRs to be online.

• Insight into buyer needs, not just form fills - Breakout gives Barti structured summaries, conversion triggers, and content gaps - helping marketing refine messaging and product positioning over time.

Breakout gave Barti exactly what they needed: A fast, intelligent, product-savvy AI teammate - purpose-built for the post-LLM buyer journey.

The “Aha” Moment

“Our first lead through Breakout came fully qualified, with a clear summary of their questions, concerns, and context. The rep needed no prep. That’s when we knew this was a real unlock.” - Sarah Lee, Head of Marketing & Partnerships

Breakout was up and running on Barti’s site in under 24 hours. Within the first week, a prospective buyer had a detailed conversation with the agent, asking about onboarding, EHR migration, and support for multi-location practices. Shortly after, a lead appeared in Salesforce with all the context the sales team needed to jump straight into a meaningful conversation.

For the team, this wasn’t just a captured email. It was a ready-to-engage buyer who had already explored the product and surfaced key intent signals. No forms, no delays, and no manual handoff.

That was the moment it became clear: Breakout wasn’t just supporting the funnel. It was actively accelerating it.

Running Campaigns Through Breakout

For World Optometry Week, Barti offered free pizza to eye care practices across the U.S., delivered as fast as their 2-hour onboarding. Instead of using only a standalone landing page and social media campaigns, the team ran the campaign through Breakout.

The agent was updated to respond to “pizza” mentions, but also start conversations with visitors through mentions of the offer, and collect lead details inside the conversation.

The results spoke for themselves:

• Sessions increased by 3× compared to the baseline on the days of the campaign

• User messages rose by 177%, with 12 direct mentions of “pizza”

• All interactions were handled by Breakout without any manual routing

This gave the team a new way to think about campaigns. Breakout didn’t just support the promotion - it became a chief channel to engage visitors, qualify interest, and convert traffic in real time.

The Impact

Here’s what changed after Barti implemented Breakout.

• An avg. reduction of bounce rate of 5.7% across the Barti website

• Lead capture rate of 9-12% across conversations, at an average of 9.82%

• Response time to inbound questions dropped to zero - from hours to instant

• Breakout influenced 19%+ of pipeline created within the first 3 months

• Sales calls were shorter, sharper, and more contextual - thanks to enriched leads and full conversation history synced to Salesforce.

• Real buyer insights emerged from conversation log - from migration concerns to feature discovery - helping Barti refine messaging and FAQ content

“Breakout didn’t just capture more leads - it gave our buyers a better first impression, and gave our sales team the context they needed to close faster.” - Sarah Lee, Head of Marketing & Partnerships

With Breakout, Barti turned their website into an AI-native marketing asset - guiding every visitor, qualifying intent, and surfacing to visitors, what mattered most to them.