Custom, built in days

Onboarding agent for Klaviyo

The onboarding agent for Klaviyo saves goals and preferences to Klaviyo for later flows.

Balance TwelveOnboarding agentWhatsApp

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 preferencesKlaviyo
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 Klaviyo

Saves goals and preferences to Klaviyo for later flows
Add what a customer told the agent, like their goal, to their Klaviyo profile
Start a flow in Klaviyo from a conversation, like a reorder reminder or a welcome series
Pick up replies to a campaign and answer them as a conversation

Saves goals and preferences to Klaviyo for later flows.

Not yet as a ready-made connector.

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

Yes, inside the permissions you give each agent.

No.

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