Live

Onboarding agent for Discovery Vitality

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

Peak StudioOnboarding agentWhatsApp
  1. Onboarding agent: Welcome to Peak Studio, Sipho. Two quick questions so I can set things up. What would you most like help with?
  2. Customer: I want to train three times a week.
  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 Vitality
  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 Vitality

  • Saves the member’s Discovery Vitality plan during onboarding, so later answers use it
  • Save the member’s Discovery Vitality status (Blue, Bronze, Silver, Gold, Diamond) so every answer starts from where they are
  • Explain how Discovery Vitality 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

Questions

What does the onboarding agent do with Discovery Vitality?

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

Is the Discovery Vitality 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 Vitality claims or authorisations?

No.

Can the agent book classes for members?

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.