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Onboarding agent for Email

The onboarding agent for Email welcomes new people on Email and sets up their check-ins there.

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Balance TwelveOnboarding agentEmail
  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 preferencesShopify
  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 Email

  • Welcomes new people on Email and sets up their check-ins there
  • Send results, summaries and receipts by email
  • Pick up a reply and carry on as a conversation
  • Attach a PDF report, like a scan report or a statement explainer

Tools.

EmailLiveWeb chat embedLiveWhatsAppLiveShopifyLive

Questions

What does the onboarding agent do with Email?

Welcomes new people on Email and sets up their check-ins there.

Is the Email connector live?

Yes.

What does the onboarding agent save?

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

Is it the same agent on Email as on our website?

Yes.

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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