Live

Onboarding agent for Discovery Health

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

Ridgeway LogisticsOnboarding agentWhatsApp
  1. Onboarding agent: Welcome to Ridgeway Logistics, Nomsa. Two quick questions so I can set things up. What would you most like help with?
  2. Customer: I want to use the benefits on offer.
  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 preferencesDiscovery Health
  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 Discovery Health

  • Saves the member’s Discovery Health plan during onboarding, so later answers use it
  • Match the member to their Discovery Health option from the 24 on file (Classic Saver, KeyCare Plus, Essential Saver and 21 more), with their membership number, from a message or a photo of their card
  • Answer what the member’s option covers from the Discovery Health plan guide, with the figures for their option and the source shown
  • Read a claims or benefit statement the member sends and explain each line still owed, in plain words

Questions

What does the onboarding agent do with Discovery Health?

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

Is the Discovery Health connector live?

Yes.

What does the onboarding agent save?

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

Does the agent decide Discovery Health claims or authorisations?

No.

Can HR see what staff say to the agent?

No.

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