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Onboarding agent for Balance

The onboarding agent for Balance saves the member’s Balance plan during onboarding, so later answers use it.

Peak StudioOnboarding agentWhatsApp

Onboarding agent: Welcome to Peak Studio, Sipho. Two quick questions so I can set things up. What would you most like help with?
Customer: I want to train three times a week.
Onboarding agent: Got it. Is WhatsApp or email better for check-ins, and is morning or evening better?
Customer: WhatsApp, evenings.
Saved goal and preferencesBalance
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 can do with Balance

Saves the member’s Balance plan during onboarding, so later answers use it
Save the member’s Balance status (Blue, Bronze, Silver, Gold, Diamond) so every answer starts from where they are
Explain how Balance rewards are earned and claimed, from the programme’s published rules with the date they were checked
Remind the member of weekly and yearly goals before they reset, and suggest one thing to do this week

Saves the member’s Balance plan during onboarding, so later answers use it.

Yes.

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

No.

Yes, once your booking system is connected.

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