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Onboarding agent for Shopify

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

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 preferencesShopify
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 Shopify

Starts on a first Shopify order and tailors the welcome to what was bought
Install from the Shopify App Store with one-click sign-in, then pick an agent template
Read products, orders, customers, subscriptions and discounts, so answers match the store today
Start an agent on order created, subscription cancelled or checkout abandoned

Starts on a first Shopify order and tailors the welcome to what was bought.

Yes.

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.