Live

Onboarding agent for Momentum Health4Me

The onboarding agent for Momentum Health4Me welcomes each new member, learns their goal and sets up their check-ins.

Ridgeway LogisticsOnboarding agentWhatsApp
  1. Onboarding agent: Welcome to Ridgeway Logistics, Nomsa. Two quick questions so I can set things up. What would you most like help with?
  2. Customer: I want to use the benefits on offer.
  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 preferencesMomentum Health4Me
  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 Momentum Health4Me

  • Saves the member’s Momentum Health4Me plan during onboarding, so later answers use it
  • Match the member to their Momentum Health4Me option from the 3 on file (Bronze, Silver and Gold), with their membership number, from a message or a photo of their card
  • Answer general questions about Momentum Health4Me cover, and send plan-specific ones to the Momentum Health4Me service line rather than guess
  • Read a claims or benefit statement the member sends and explain each line still owed, in plain words

Questions

What does the onboarding agent do with Momentum Health4Me?

Saves the member’s Momentum Health4Me plan during onboarding, so later answers use it.

Is the Momentum Health4Me 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 Momentum Health4Me claims or authorisations?

No.

Can HR see what staff say to the agent?

No.

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