Custom, built in days

Onboarding agent for Facebook Messenger

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

Balance TwelveOnboarding agentFacebook Messenger
  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 Facebook Messenger

  • Welcomes new people on Facebook Messenger and sets up their check-ins there
  • Answer messages to your page with the same agent as your site
  • Send booking and checkout links in the thread
  • Hand over to a person with the history attached

Questions

What does the onboarding agent do with Facebook Messenger?

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

Is the Facebook Messenger 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 Facebook Messenger 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.