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Onboarding agent for longevity brands

A ready-made Health Loops agent that collects a starting point and sets up the first month’s check-ins.

Start free with this agent
Evergreen DailyOnboarding agentWeb chat embed
  1. Onboarding agent: Welcome to Evergreen Daily, Daniel. Two quick questions so I can set things up. What would you most like help with?
  2. Customer: I want to build a daily routine.
  3. Onboarding agent: Got it. Is WhatsApp or email better for check-ins, and is morning or evening better?
  4. Customer: WhatsApp, evenings.
  5. Saved goal and preferencesShopify
  6. Onboarding agent: Perfect. I’ll check in on Monday evenings, and you can message me any time in between.
Sample conversation. People, brands and figures are made up.

What it does with your systems

  • Starts on a first Shopify order and tailors the welcome to what was bought
  • Welcomes new people on Web chat embed and sets up their check-ins there
  • Welcomes new people on WhatsApp and sets up their check-ins there
  • Welcomes new people on Email and sets up their check-ins there

Tools.

ShopifyLiveWeb chat embedLiveWhatsAppLiveEmailLiveOuraCustomApple HealthCustom

Questions

What is a onboarding agent for longevity brands?

A ready-made Health Loops agent that collects a starting point and sets up the first month’s check-ins.

What does the onboarding agent save?

The goal, preferred channel and time, and anything the person chooses to share.

Does it replace our welcome emails?

It can sit alongside them.

Does the agent make health claims about our products?

No.

Ollie’s agents give wellness guidance. They don’t diagnose or prescribe, and hand off to a human expert when needed.

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Connectors it works with