Custom, built in days
Onboarding agent for Instagram messages
The onboarding agent for Instagram messages welcomes new people on Instagram messages and sets up their check-ins there.
Balance TwelveOnboarding agentInstagram messages
- Onboarding agent: Welcome to Balance Twelve, Lerato. Two quick questions so I can set things up. What would you most like help with?
- Customer: I want to keep up the weekly habits.
- Onboarding agent: Got it. Is WhatsApp or email better for check-ins, and is morning or evening better?
- Customer: WhatsApp, evenings.
- Saved goal and preferencesShopify
- Onboarding agent: Perfect. I’ll check in on Monday evenings, and you can message me any time in between.
What it can do with Instagram messages
- Welcomes new people on Instagram messages and sets up their check-ins there
- Answer product questions sent by direct message
- Reply to story mentions and comments that ask a question
- Send a checkout or booking link in the thread
Questions
What does the onboarding agent do with Instagram messages?
Welcomes new people on Instagram messages and sets up their check-ins there.
Is the Instagram messages 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.
Is it the same agent on Instagram messages 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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