Onboarding agent for weight management programmes
A ready-made Health Loops agent that learns each new member’s goal and week, and books their first check-in.
Balance TwelveOnboarding agentWhatsApp
- 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 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
Questions
What is a onboarding agent for weight management programmes?
A ready-made Health Loops agent that learns each new member’s goal and week, and books their first check-in.
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 change anyone’s medication or plan?
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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