Onboarding agent
The onboarding agent is a health AI agent that welcomes each new customer or member, asks about their goal and how they like to be reached, and sets up the check-ins and reminders that follow.
Welcomes each new member, learns their goal and sets up their check-ins.
Free to start with 1,000 runs a month, no card needed. Then you pay for what agents do: runs, messages, calls and scans.
- Onboarding agent: Welcome to Balance Twelve, Lerato. Two quick questions so I can set things up. What would you most like help with?
- Customer: I want to keep up the weekly habits.
- Onboarding agent: Got it. Is WhatsApp or email better for check-ins, and is morning or evening better?
- Customer: WhatsApp, evenings.
- Saved goal and preferencesShopify
- Onboarding agent: Perfect. I’ll check in on Monday evenings, and you can message me any time in between.
What it does, by business
- Weight management programmes: learns each new member’s goal and week, and books their first check-in
- Mental wellness apps: learns what brought the member in and suggests a first exercise
- Gyms and fitness studios: books the first class and asks what the member is training for
- Longevity brands: collects a starting point and sets up the first month’s check-ins
How the onboarding agent works
- Starts on sign-up or first purchase.
- Asks for the goal, the best channel and the best time.
- Saves it to the person’s record for every other agent.
- Sends the first useful step the same day.
Questions
What is the onboarding agent?
The onboarding agent is a health AI agent that welcomes each new customer or member, asks about their goal and how they like to be reached, and sets up the check-ins and reminders that follow.
What does the onboarding agent save?
The goal, preferred channel and time, and anything the person chooses to share. Every other agent of yours reads the same record.
Does it replace our welcome emails?
It can sit alongside them. Most brands keep the email and let the agent handle replies and the first conversation.
What does the onboarding agent cost?
Free to start with 1,000 runs a month, no card needed. Then you pay for what agents do: runs, messages, calls and scans.
Ollie’s agents give wellness guidance. They don’t diagnose or prescribe, and hand off to a human expert when needed.