Barti 🤝 Breakout

The Challenge

“Most of our leads came in through demo forms or referrals - but if a practice had a question outside of hours or wanted quick clarity, they had no way to engage. We knew we were leaving intent on the table.” - Sarah Lee, Head of Marketing & Partnerships

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

But on their high-traffic website, prospective buyers often had specific questions about 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

Every eye care practice has its own unique mental model - different priorities, workflows, and questions depending on their size, structure, and tools. But most websites, by design, present a single fixed structure. No matter who the visitor is, they get the same navigation, the same content flow, the same path.

That approach made sense when buyer behavior was more linear. But things have changed.

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 migration, or an operations lead at a multi-location practice looking for billing integrations, 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 practice managers even outside business hours

Why Barti Chose Breakout

Barti evaluated traditional tools like Drift and Qualified - but quickly realized those platforms weren’t built for the generative, product-aware experience modern buyers expect.

They needed a solution that could turn website curiosity into 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 - Legacy tools captured emails and sent alerts. Breakout starts qualifying visitors in real time - turning live intent into live conversations, and conversations into conversions.

• Personalized journeys, not rigid flows - Where Drift and Qualified relied on branching logic, Breakout adapts dynamically. Each visitor gets a conversation tailored to their role, practice size, and stage - surfacing the exact content they need to move forward.

• A generative UI that mirrors how buyers think - Modern visitors are trained on the ChatGPT/Claude-like interface. Breakout brings that same interface to Barti’s site - replacing static menus with a prompt-led experience where buyers ask and explore on their terms.

• Lead capture that doesn’t break the flow - Unlike traditional chat or pop-up forms, Breakout captures contact info mid-conversation - naturally and invisibly, without slowing down the interaction.

• Always-on support without scaling headcount - Barti’s traffic doesn’t follow business hours. Breakout handles after-hours conversations autonomously, qualifying and routing leads without needing SDRs to be online.

• Insight into buyer needs, not just form fills - Instead of surface-level analytics, 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 HubSpot 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, 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.

• 4× increase in engaged sessions on key product and pricing pages

• Lead capture rate of 9–12% across conversations, with no forms required

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

• Breakout influenced 60%+ of demos booked within the first 6 weeks

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

• Real buyer insights emerged from chat transcripts - 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

Breakout turned Barti’s site from a brochure into a conversion-ready assistant - guiding every visitor, qualifying intent, and surfacing what mattered most.