Live
Onboarding agent for Health Rewards by Sanlam
The onboarding agent for Health Rewards by Sanlam is a ready-made agent on Health Loops.
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 preferencesHealth Rewards by Sanlam
- Onboarding agent: Perfect. I’ll check in on Monday evenings, and you can message me any time in between.
What it can do with Health Rewards by Sanlam
- Saves the member’s Health Rewards by Sanlam plan during onboarding, so later answers use it
- Save that the member is on Health Rewards by Sanlam so every answer starts from it
- Explain how Health Rewards by Sanlam 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 Health Rewards by Sanlam?
Saves the member’s Health Rewards by Sanlam plan during onboarding, so later answers use it.
Is the Health Rewards by Sanlam 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 Health Rewards by Sanlam 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.
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