Custom, built in days

Onboarding agent for BigCommerce

The onboarding agent for BigCommerce welcomes each new member, learns their goal and sets up their check-ins.

Balance TwelveOnboarding agentWhatsApp
  1. Onboarding agent: Welcome to Balance Twelve, Lerato. Two quick questions so I can set things up. What would you most like help with?
  2. Customer: I want to keep up the weekly habits.
  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 preferencesBigCommerce
  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 can do with BigCommerce

  • Starts on a first BigCommerce order and tailors the welcome to what was bought
  • Read products, variants and stock from BigCommerce, so answers match what is on sale today
  • Look up a customer’s orders and tracking when they ask where an order is
  • Build a cart from a recommendation and send the customer a checkout link

Questions

What does the onboarding agent do with BigCommerce?

Starts on a first BigCommerce order and tailors the welcome to what was bought.

Is the BigCommerce connector live?

Not yet as a ready-made connector.

What does the onboarding agent save?

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

Can the agent change orders or subscriptions in BigCommerce?

Yes, inside the permissions you give each agent.

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.