Case Study: IVA vs IVR – DecisivEdge Delivers Five9 IVA (Intelligent Virtual Agent)

IVA vs IVR: How Five9 IVA Helped a Behavioral Health Contact Center Improve Patient Routing

DecisivEdge deployed Five9 Intelligent Virtual Agent to create a more supportive and efficient caller experience

At a Glance

A growing Behavioral Health Organization (BHO) wanted to move away from impersonal, menu-driven options for their patients calling the Five9 IVR (Interactive Voice Response) and Contact Center.

During the assessment phase of the behavioral health organization, DecisivEdge was tasked with finding the best solution between IVA vs IVR. Five9 IVR (Interactive Voice Response) was assessed to be impersonal, with patients dropping from the call before even interacting with a BHO treatment advisors.

DecisivEdge was brought in reimagine, redesign, and deploy a CX solution that included Five9 IVA (Intelligent Virtual Agent). The objective of this initiative was to implement a CX strategy grounded in efficiency and quality that also shapes emotionally beneficial experiences for their clients and treatment advisors.

Between IVA vs IVR, Five9 IVA delivered the patients of the behavioral health organization with emotional experience, benefitting from the overall interaction that felt natural than a button driven Five9 IVR.

The Challenge

A growing behavioral health organization wanted to move away from a traditional IVR experience that relied on rigid “press 1, press 2” menu options. For patients reaching out for care, this type of call flow felt impersonal and did not align with the warm, supportive experience the organization wanted to provide.

The organization needed a better approach to patient routing – one that could understand why someone was calling, support common self-service needs, and connect patients to the right treatment advisor quickly. The goal was to reduce wait times, lower abandon rates, and improve the experience for patients seeking care for the first time.

This is where the IVA vs IVR difference became important. Instead of forcing callers through static menus, the organization wanted a more conversational solution powered by Five9 IVA.

The Solution

DecisivEdge’s CX Transformation team designed and deployed a Five9 IVA solution using Five9 Intelligent Virtual Agent. The solution was built to replace the limitations of traditional IVR with a more natural, intent-based caller experience.

The project began with a deep review of caller behavior. The DecisivEdge team analyzed more than 10,000 caller utterances to identify common reasons for calling, key phrases, and patient intent. These insights were then used to build natural language call flows that allowed callers to explain what they needed in their own words.

Instead of making patients navigate long menu trees, the Five9 Intelligent Virtual Agent could recognize common service requests and route callers more efficiently. For callers who preferred to speak with a live person or were not ready to interact with an IVA, the option to connect with an agent or return to a familiar menu was also included.

IVA vs IVR: Why the Shift Mattered

Traditional IVR systems are often menu-based and require callers to select from predefined options. While this can work for simple routing, it can feel frustrating when callers have urgent or sensitive needs.

A Five9 IVA creates a more flexible experience by using natural language understanding to identify caller intent. For behavioral health organizations, this matters because the first call can be a critical moment in the patient journey.

By shifting from IVR to IVA, the organization was able to create a caller experience that was:

  • More conversational
  • Easier for patients to navigate
  • Better aligned with sensitive healthcare conversations
  • More efficient for routing and self-service
  • Scalable for future call flow improvements

Key Capabilities

Natural Language Caller Experience

The Five9 IVA allows patients to speak naturally instead of relying only on keypad selections.

Smarter Patient Routing

Callers are routed based on intent, helping them reach the right treatment advisor faster.

Self-Service for Common Requests

The IVA supports common service needs for patients who are already scheduled for admission or calling post-treatment.

Live-Agent Flexibility

Patients can still request a live person when needed, keeping the experience supportive and patient-centered.

Tested and Validated Call Flows

Each intent went through QA and UAT testing before production deployment to ensure the experience worked as expected.

The Impact

In less than four weeks, DecisivEdge designed, built, tested, deployed, and monitored the Five9 IVA solution. The organization was able to move away from a rigid IVR model and introduce a more intelligent, patient-friendly contact center experience.

The new solution improved call routing, reduced friction for patients, and created a stronger foundation for self-service. It also gave the organization the ability to continue training and improving the IVA over time as new caller intents were identified.

Following the initial deployment, the client continued working with DecisivEdge to enhance the process further, including capturing additional patient information such as the state where services were being requested.

Results

  • Deployed a Five9 IVA solution in less than four weeks
  • Analyzed more than 10,000 caller utterances
  • Improved patient routing through natural language understanding
  • Reduced reliance on traditional IVR call flows
  • Supported self-service for common patient requests
  • Created a warmer, more supportive caller experience
  • Built a scalable foundation for ongoing IVA optimization

Conclusion

The move from traditional IVR to Five9 IVA helped the behavioral health organization create a more responsive and patient-centered contact center experience. By using Five9 Intelligent Virtual Agent, DecisivEdge helped the client improve routing, support self-service, and reduce friction during one of the most important moments in the patient journey—the first call for help.

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