AI Agents for Medspa Operations and Revenue Generation

Automate the busywork. Focus on your patients.

Operativ is an AI operations team for medspas. Six agents run your back office — filling empty slots, chasing overdue rebooks, drafting review replies, onboarding new clients, handling the inbox, building staff schedules — and actively hunt down the revenue you're leaving on the table.

Plugs into — no migration required.
— Live demo · 60 seconds —

The owner screen, on a real Thursday.

Seven agents. One inbox card. You approve, they ship. Watch a full scenario play out below — nightly scan at 4 a.m. to booked appointments by noon.

app.operativ.ai/home
Revenue recovered
$0
+$12,430 · 7d
Fill rate
0%
−2.2 vs baseline
Rebooking rate
0%
past 30d
Google rating
0
4.1 / 5.0
Needs your attention
4
Approve response to 1-star Google review
Reputation Management · 1d
Sick call for Sofia Ramirez — reassign 4 appts
Team Operations · 1d
Identified 10 upsell opportunities
· $471 potential
12 gap fills ready for Thursday
Schedule Optimization · $2,340 potential
Agent timeline
live
Next week's schedule ready for 18 providers
Cert matches clear · 1 fairness flag on Thu PM
Team ops
Drafted 9 rebook reminders
Past-cadence clients · HIPAA-safe text
Revenue
Posted 2 review replies to Google
Tone-matched · 1 warm apology, 1 thank-you
Reputation
Gap filled: Wednesday 2pm booked
Dr. Chen — Dermal filler · $650 recovered
Revenue
6:00 AM

This is your Tuesday. And it's only 9:47 AM.

It doesn't have to be this way.
Rachel · iMessage
Hi, wanted to see if you had any openings this week for a consult?
6:14 AM
Jessica Park6:38
Re: Appointment Tomorrow
Actually, can we move this to…
Mindbody · 7:02 AM
3 appointments booked overnight
Call Dr. Chen about Thursday
Google Business · 7:44 AM
New 5-star review from Jessica M.
+1 512 · iMessage
Hey any chance Thursday 2pm opens up? asking for a friend lol
8:12 AM
Jenna · iMessage
Need to cancel today's 3pm, sorry!!
8:29 AM
Reed Insurance8:41
OUT OF OFFICE
I will be out of the office until…
Mindbody · 8:47 AM
Lauren marked unavailable Thu
Voicemail · Amy K. · 8:55 AM
"Hi this is a call from Amy I haven't heard back about my —" [truncated]
Morgan · iMessage
Do you guys do the new Morpheus thing?
9:03 AM
Needs response9:11 AM
Priya S. ★★☆☆☆
Waited 25 min past my appointment…
Mindbody · 9:15 AM
12 clients overdue for rebook · 7d+
Priya · iMessage
Running late — be there in 15
9:22 AM
Instagram DM → you9:28
hi do you have any deals going
sent via @glow.medspa
Thursday schedule — Priya??
Mindbody · 9:33 AM
Intake form from Sarah K. — needs review
Schedule alert · 9:41 AM
2pm Wed slot: 0 fills (baseline: 94%)
Without Operativ vs. With Operativ

The same Tuesday morning.
22× less of your day.

$0+

avg monthly revenue recovered by active gap-filling

Operativ pilot

0%

of revenue leaks through no-shows without a system

Workee

0%

of practices give up on follow-up after 1–2 attempts

Diamond Accelerator

0+

hours / week lost to back-office admin

Workee

0%

avg revenue lift year 1 with automation

Global Wellness Institute

0+

hours / day reclaimed by owners with automation

AestheticsPro
SCENE 01 · FIND GAPS & TEXT CLIENTS

Without Operativ

Step 1/14 0:00 / 32:00
Tuesday, 8:00 AM
 

With Operativ

1 tap 0:00 / 0:45
Schedule Optimization $2,340 potential
12 gap fills ready to send for Thursday
Waitlist + past-cadence matches · HIPAA-safe text
The revenue is there. It's just waiting for someone to go get it.
The product

One page to run the whole shop.

Every capability lives in the same home screen. No new tabs. No new tools. Scroll to see the shop from the owner's chair.

01 — HOME

Everything that needs a decision, ranked by dollars at stake.

The home page is a queue, not a dashboard. Gap fills, rebooks, review replies, schedule drafts — all drafted, all waiting for your tap.

01

Not a dashboard — a queue

Every item waits on a decision, ordered by dollars at stake.

02

All six agents, one screen

No new tabs, no new tools. No context-switching.

03

Dollars-at-stake ranking

Every card shows the $$ impact — gap value, rebook value, winback value — so you tap the biggest lever first.

04

Cross-agent consolidation

One decision per thread — even when 3 agents touched it. No duplicate notifications.

05

Nothing drifts

Drafts sit here until you tap — then move to sent, with a full audit trail.

02 — SCHEDULE
Schedule Optimization

Gaps surface before they become losses.

Heat-mapped against your own baseline. Red cells are underbooked slots the schedule agent is already drafting offers for.

01

14-day forward scan

Against your own 8-week baseline — not a generic industry average.

02

Per-slot scoring

Proximity bonus for slots inside 72 h, revenue weight for high-dollar providers.

03

Four campaign modes

Flash Fill (same-day), Same-Week Push, Next-Week Seed, Dead-Zone rescue.

04

Client ranking

By treatment affinity, recency, day/time fit, LTV, no-show risk.

05

Write-back to MindBody/Boulevard

Booked appointments land in your real calendar. No sync lag, no double-entry.

Early customers are recovering thousands per month from gap fills alone.

03 — OUTREACH
Schedule & Engagement

Where you actually feel the revenue landing.

Every campaign Operativ drafts — gap fills, rebook nudges, upsells, winbacks — lives here with its attribution. You see which agent wrote the draft, who it went to, and whether the dollar came back.

01

Campaign feed

Every drafted + sent campaign, filterable by agent + status.

02

Per-campaign attribution

Who got which draft, which message version, and whether they booked.

03

Conversion rollups

At +24h, +48h, +72h with dollar impact per recipient.

04

Full funnel visibility

Draft → approved → sent → converted, visible on every campaign.

05

A/B variant performance

Which subject/body pattern booked more, fed back into next campaign.

04 — CLIENTS
Client Engagement

Who's about to churn. Who's ready to rebook. Who to not text again this week.

Every client is scored, tiered, and tagged. Overdue rebooks, at-risk churners, premium regulars — all in one view.

01

Deterministic 0–100 churn score

Refreshed daily — recency, frequency trend, loyalty.

02

Five trigger families

Package threshold, membership candidate, birthday, lapsed, new-client milestones.

03

Winback campaigns

Kick in automatically at 90+ days lapsed, with discount guardrails (max 20%).

04

Pre-appointment add-on recs

So front desk has the right suggestion ready before the client walks in.

05

Tier pills + segmentation

Active / Cooling / At-Risk / Lapsed / Premium / New — filter the list, target campaigns by tier.

Early customers are seeing meaningful LTV lift per active client in year one.

05 — INBOX
Communications

Every thread in one place. High-confidence drafts ready for one-tap send.

Messages auto-classify by intent. Simple ones get an AI draft. You approve high-confidence replies in a single tap.

01

Eight intent classes

Auto-classified: booking, reschedule, cancellation, pricing, complaint, compliment, spam, other.

02

Confidence-gated auto-drafts

Simple intents with high certainty go straight to the tap queue.

03

Morning briefing

Before you pick up your phone. Shift handoff when you close the shop.

04

HIPAA-scrubbed before send

Treatment names never leave in SMS.

05

Shift handoff summary

Every closing shift gets a written handoff: open threads, pending callbacks, unresolved items.

06 — REVIEWS
Reputation Management

Sentiment-matched replies drafted for every review.

Every new Google review is classified and given a draft reply in the voice your shop already uses. Tone warm when the stars are low. Warmth-and-thanks when they're high.

01

Every review sentiment-analyzed

By category — service, wait time, staff, pricing, results, atmosphere.

02

Tone-matched drafts

Warm apology for a 2-star, warm thanks for a 5-star. Never robotic.

03

Proactive solicitation

Your happiest clients asked for a review at the right moment, with a 90-day cooldown to avoid over-asking.

04

Google Business Profile posting

With a full audit log of who said what.

05

Review solicitation guardrails

Only ask happy clients after 3+ visits, within 7 days of their last, once per 90-day cooldown.

07 — PROVIDERS
Team Operations

Next week's schedule, drafted by Sunday night.

Cert matches checked. Hour caps respected. Peak-hour fairness preserved. Sick calls handled in seconds — Operativ finds coverage and drafts the apology-and-reoffer texts.

01

Next-week schedule drafted every Sunday night

No more scrambling on Monday morning.

02

Constraints auto-checked

Cert match, daily/weekly hour caps, 10-hour minimum break, peak-hour fairness.

03

Sick-call in seconds

One tap logs the absence, proposes qualified coverage, and drafts all the client texts.

04

Incentives with forecast

Test a commission change before you ship it. Operativ forecasts the revenue lift.

05

Utilization levers surfaced

Every month, the report flags where a scheduling or incentive change would lift revenue.

Early customers are moving per-provider revenue meaningfully by end of Q1.

08 — WEEKLY REVIEW
All six agents

Every capability, converged into one weekly review.

At the end of each week, Operativ surfaces exactly what the agents did — and what it cost you in owner time if they hadn't.

01

The week, on one screen

Every agent's contribution, every dollar recovered, every hour saved.

02

Audit-ready

Every action is logged — who, what, when, to whom, with what result.

03

Trend lines

Tell you whether your shop is getting better or worse at the things that matter.

04

Dollars-recovered rollup

Per agent, per campaign, per week — with the owner's approval rate and edit rate.

05

Month-over-month deltas

Your revenue curve vs the last 8 weeks, so you know if it's trending up.

app.operativ.ai / home
operativ
Home
Schedule
Inbox 3
Outreach
Insights
Clients
Reviews
Providers
Reports
Revenue recovered
$26,712
Fill rate
43.8%
Rebooking rate
0.1%
Google rating
4.1★
Needs your attention
12 gap fills ready for Thursday
Schedule Optimization · $2,340 potential · 1d
10 upsell opportunities identified
Client Engagement · $471 potential · 1d
Approve response to 1-star Google review
Reputation Management · 1d
Sick call for Sofia — reassign 4 appts
Team Operations · 1d
4 new clients awaiting intake forms
Intake & Onboarding · 1d
8 unread messages across SMS + DMs
Communications · 1d
Completed Agent Actions
Gap filled: Wednesday 2pm with Amara K.
Dr. Chen · $195 recovered
Revenue
Drafted 9 rebook reminders for past-cadence clients
Approved + sent · 3 booked
Revenue
Posted 5 review replies to Google
Tone-matched · audit-logged
Reputation
Next week schedule published for 18 providers
2 shifts adjusted · 0 conflicts
Team ops
Sent intake packets to 3 new clients
All signed within 4 hours
Onboarding
Replied to 22 routine inbox threads
6 escalated to staff · 16 resolved
Comms
app.operativ.ai / schedule
Thu, Apr 16 ▾
AVG UTILIZATION
44%
/ 85% goal
OPEN TIME
31h 15m
across all providers
READINESS
87%
27 of 31 ready
AI ACTIVITY
$3.0k
5 campaigns · Automation on
Thu 4/16 44% utilized 24h 45m booked · 56h scheduled CRITICAL
3 campaigns active today
REBOOK
Botox Rebook — 90-day follow-up
6 sent · 0 booked
SMS · 7:23 AM
FILL
Sunday Afternoon Openings
20 sent · 5 booked
SMS · 7:23 AM
UPSELL
Spring Glow Event — VIP Preview
24 sent · 6 booked
EMAIL · 7:23 AM
Morning · 7 providers · 4 under-utilized
Aisha Patel
Senior Esthetician
10a–6p · 2 appts
19%
Rachel Kim
Esthetician
10a–6p · 2 appts
22%
Olivia Thompson
Laser Specialist
9a–4p · 2 appts
25%
Jessica Martinez
Lead Esthetician
9a–6p · 4 appts
42%
Marcus Johnson
Wellness
10a–6p · 5 appts
59%
Dr. James Rivera
Physician
10a–6p · 6 appts
63%
Dr. Sarah Chen
Medical Director
9a–5p · 7 appts
78%
app.operativ.ai / outreach
Campaigns
LAST 7 DAYS · 12 DRAFTED · 9 SENT · 27 BOOKED · $4,860 RECOVERED
Drafted
12
Sent
9
Booked
27
Recovered
$4,860
S
Thursday 2pm · Flash Fill
12 sent · SMS · 10% offer
+24h 5/12 $1,600
E
Overdue Rebook Nudge
9 sent · SMS · 28d cadence
+48h 4/9 $880
E
Winback · 90d+ lapsed
6 sent · Email+SMS · 10% offer, 14d expiry
+72h 2/6 $540
S
Friday 11am · Next-Week Seed
8 sent · SMS · tier-1 add-on
pending
Attribution: MindBody appointments written back ✓
app.operativ.ai / clients
Total clients
200
At risk / Lapsed
7
Avg LTV
$6,848
New this week
0
All 25 Active 13 Cooling 5 At Risk 7 Lapsed 0 New 0
CLIENTLAST VISITVISITSLTVINTAKETIER
SD
Savannah Davis
savannah.davis@example.com
12d ago18$5,940COMPLETE ACTIVE
LW
Lillian Williams
lillian.williams@example.com
20d ago22$7,110COMPLETE ACTIVE
AM
Aurora Mitchell
aurora.mitchell183@example.com
35d ago24$8,817PENDING COOLING
BR
Brooklyn Rodriguez
brooklyn.rodriguez@example.com
47d ago9$3,240PENDING AT RISK
NG
Natalie Garcia
natalie.garcia@example.com
8d ago31$12,450COMPLETE ACTIVE
SL
Stella Lopez
stella.lopez@example.com
68d ago6$1,820PENDING AT RISK
app.operativ.ai / inbox
6 of 11 · Flagged first‹ Prev · 6 of 11 · Next ›
SK
Sophia Kim EMAIL
New · Apr 18 · 49 msgs
OPERATIV · EMAIL · APR 18, 11:42 AM
I'm going to connect you with our team for this one. A staff member will follow up shortly.
SOPHIA KIM · EMAIL · APR 18, 11:59 AM
"Thanks for the info!"
OPERATIV · EMAIL · APR 18, 12:27 PM
I can hold Thursday 2pm or Friday 11am for you — which works better?
SOPHIA KIM · EMAIL · APR 18, 12:40 PM
"Hmm, that doesn't work. Any other times?"
AI-drafted reply · Replying via EMAIL
I'd be happy to find another time that works better for you. Could you let me know what days and times work best? I can also book you in for a consultation if you'd like.
Planned Agent Actions 2
FILL
Book consultation
Mar 18, 10:30 AM · with Jessica Martinez
REBOOK
Welcome sequence
New client onboarding · 90-day cadence
Queue · 11 remaining0 of 11 reviewed
RG
Richard G.
AD
Amelia D.
ES
Emma S.
MG
Mia G.
OJ
Olivia J.
SK
Sophia K.
AW
Ava W.
IJ
Isabella J.
CM
Charlotte M.
SK
Sophia Kim0m
New client · Booked for Thu 2pm
CB
Clarissa B.SMS5h
Readiness check · pre-visit form
AD
Amelia D.SMS3h
Needs reschedule this week
ES
Emma S.1d
Confirming intake forms
MG
Mia G.DM1d
IG reply queued
OJ
Olivia J.SMS2d
Running late — moved appt
SK
Sophia Kim
New · EMAIL · resolved
ProfileAppts
Apr 18
Sophia Kim11:59 AM
"Thanks for the info!"
12:27 PMOperativ
I'm going to connect you with our team for this one. A staff member will follow up shortly.
Sophia Kim12:40 PM
"Hmm, that doesn't work for me. Any other times?"
9:47 PMYou
I'd be happy to find another time that works better for you. What days work?
✓ 2 AGENT ACTIONS EXECUTED · 9:47 PM
Operativ · Schedule Agent
Booked consultation with Jessica Martinez
Mar 18, 10:30 AMFILL
Operativ · Booking Agent
Sent welcome sequence — intake forms + pre-care guidance
Depends on: Book consultationREBOOK
6 conversations in queue 3 resolved 2 general 1 wants human
app.operativ.ai / reviews
Reviews
GOOGLE · 2 NEED ATTENTION
Current Rating
4.7
This Month
12
Response Rate
100%
Needs Attention
2
WHAT CLIENTS LOVE
Friendly staff · results · calming atmosphere
AREAS TO IMPROVE
Wait times · booking system friction
Recent reviews
PSPriya S.★★☆☆☆2d
Waited 25 min past my appointment time. Felt rushed once I was in the chair.
Needs reply
JCJessica C.★★★★★3d
Dr. Chen was incredible! My skin looks amazing.
Draft ready
AWAva W.★★★★★4d
Best HydraFacial I've ever had. The team is so professional.
Replied ✓
RNRachel N.★★★☆☆6d
Service was fine but pricing felt a bit high for what I got.
Draft ready
AI DRAFT · TONE-MATCHED · NEEDS APPROVALCONFIDENCE 94%
app.operativ.ai / providers
Schedule builder
Coverage, assignments, patient matching, and conflict resolution
APPTS COVERED
94%
SHIFTS ASSIGNED
52
PATIENT MATCH
87%
CONFLICTS RESOLVED
3
GAPS
2
Available Skill match Patient history Manually edited Gap
PROVIDER
SUN 13
MON 14
TUE 15
WED 16
THU 17
FRI 18
SAT 19
DS
Dr. Chen
Medical Dir.
40% util.
Off
9a-5p
⊞ 7 · ⌛ 8.0h
44%
AvailInj.4 ret.
9a-5p
⊞ 7 · ⌛ 8.0h
44%
AvailInj.5 ret.
9a-5p
⊞ 6 · ⌛ 8.0h
38%
AvailInj.3 ret.
9a-5p
⊞ 7 · ⌛ 8.0h
44%
AvailInj.4 ret.
9a-5p
⊞ 5 · ⌛ 8.0h
31%
AvailInj.3 ret.
Off
DJ
Dr. Rivera
Physician
34% util.
Off
10a-6p
⊞ 6 · ⌛ 8.0h
38%
10a-6p
⊞ 5 · ⌛ 8.0h
31%
Off — not available
10a-6p
⊞ 6 · ⌛ 8.0h
38%
10a-6p
⊞ 5 · ⌛ 8.0h
31%
AvailInj.3 ret.
Off
JM
J. Martinez
Esthetician
25% util.
Off
9a-6p
⊞ 4 · ⌛ 9.0h
22%
AvailSkill5 ret.
9a-6p
⊞ 6 · ⌛ 9.0h
33%
AvailSkill5 ret.
9a-6p
⊞ 4 · ⌛ 9.0h
22%
AvailSkill5 ret.
9a-6p
⊞ 4 · ⌛ 9.0h
22%
AvailSkill1 ret.
9a-6p
⊞ 5 · ⌛ 9.0h
28%
AvailSkill1 ret.
9a-6p
⊞ 4 · ⌛ 9.0h
22%
Active incentives Incentive performance
Botox upsell bonus
5% commission on any Botox following a consult
4 providers · $1,240 MTD
Thursday peak-hour fairness
$50 bonus for Thu 2–5pm shift when util < 60%
7 providers · $1,550 MTD
New-client attribution
3% override on first 3 visits of any brought-in client
all staff · $780 MTD
MTD earnings
Thursday peak-hour$1,550
Botox upsell$1,240
New-client attrib.$780
AI suggestion
Raise the Thursday peak-hour bonus to $75. Forecast: +$2,800/mo revenue lift.
app.operativ.ai / reports
📅 Apr 19, 2026
Capabilities: ● Schedule ● Inbox ● Outreach ● Reviews ● Providers
TOTAL AI REV. IMPACT
No data in selected range
SCHEDULE UTILIZATION
No data in selected range
INBOX AUTO-HANDLE
No data in selected range
AVG RATING
No data in selected range
PROVIDER COVERAGE
100%
all credentials current
📅
Schedule Optimization
Utilization, gap-filling, no-shows, dynamic pricing, room management
● Active
UTILIZATION RATE
0%
↓ 41pts
target: 85%
NO-SHOW RECOVERY
0%
0 of 0 slots filled
REVENUE RECOVERED
$26,712
from gap-filling
AVG GAP FILL TIME
No data in selected range
Weekly utilization heatmap
Provider slot fill rate by day & hour
Mon
Tue
Wed
Thu
Fri
Sat
Sun
9 AM
100%
10 AM
100%
11 AM
100%
How gaps were filled
Method breakdown, 30-day
4,119
gaps filled
Waitlist 1,749
Rescheduled 1,411
Dynamic pricing 939
Walk-ins 20
All Pending Completed Reviews Schedule Inbox
1,872
events
1,814
steps
1,763
pending
0
failed
Approve response to 1-star Google review
Apr 18 · 1:27 PMPending1 agent
Sick call · reassigned 4 appts to Marcus
Apr 18 · 12:40 PMCompleted1 agent
Identified 10 upsell opportunities
Apr 18 · 11:04 AMPending1 agent
12 gap fills drafted for Thursday
Apr 18 · 9:15 AMPending1 agent
Drafted 9 rebook reminders
Apr 17 · 4:20 PMCompleted1 agent
Sat, Apr 18, 1:27 PM · 1 agent · 6s total · Awaiting review
Review Pulse: Approve response to 1-star Google review Review_responses
TRIGGER SOURCE
New Google review — 2-star
Posted to Google Business, Apr 18, 12:45 PM · auto-detected by Review Agent
AGENT EXECUTION FLOW
Review Agent·6s total·Awaiting approval
1Detect review2.1s
PlatformGoogle
Detected atJust now
2Analyze sentiment1.4s
SentimentNegative (0.94)
Key phraseswait time, service quality
ProviderNone explicitly
3Draft response2.5s
ToneEmpathetic apology
Draft length34 words
StatusAwaiting owner approval
Orchestration · two kinds

Both worth showing.

One kind is offense — Operativ goes looking for revenue. The other is defense — Operativ catches the chaos when it hits. Both run every day.

Phase 1 · SCAN
Playing: Schedule Optimization
How your agents learn you

Calibrated to your shop. Graduates over time.

Every agent starts supervised. As it watches you approve, edit, and skip, Operativ learns your voice. From Settings — any time — you choose which kinds of work ship automatically and which still wait for your approval.

The split, as it evolves Day 1 — 100% supervised
Tasks needing your approval Tasks Operativ handles alone

You approve everything.

Every draft Operativ writes — outreach, reply, schedule change — lands on your home screen. You tap Approve, Edit, or Skip. The agents are watching how you decide.

The queue starts shrinking.

Operativ has learned your voice — which tone you approve, which offers you edit, which ones you kill. Routine replies and low-risk campaigns start shipping without you.

The back office runs itself.

You only see the judgment calls now — the cards Operativ wasn't confident about, the ones where you'd want a human eye. Everything else just happens.

Security & Trust

The boring parts, done well.

§ Operativ — security posture HIPAA-aligned · SOC 2 in progress

HIPAA-safe by default

Treatment names never leave in SMS. Every outbound message is scanned for PHI before send and redacted automatically.

Row-level security, every org

Data is siloed at the database level. No cross-tenant leakage — by design, not by policy. Enforced with Postgres RLS.

Approval gates, everywhere

Every customer-facing action pauses for your tap. Nothing ships without you. Agents cannot self-approve; gate bypass is architecturally impossible.

Every action, audit-logged

Who sent what, when, to whom. Every agent action, every owner approval, every message. Exportable on demand as CSV or SIEM feed.

See the revenue you've been missing.

We're onboarding 10 medspas per cohort. Your spot gets you: free first 30 days, revenue back in week 1 — or we refund the month, white-glove setup on your existing MindBody or Boulevard, and a direct Slack with the founding team.

You're on the list ✓
Revenue back in week 1 No migration · MindBody or Boulevard Free first 30 days HIPAA-safe by default