Live
Onboarding agent for SMS
The onboarding agent for SMS welcomes new people on SMS and sets up their check-ins there.
Balance TwelveOnboarding agentSMS
- 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 SMS
- Welcomes new people on SMS and sets up their check-ins there
- Send one message or up to 500 at once
- Check opt-outs before every send
- Time delivery to the person’s time zone and quiet hours
Questions
What does the onboarding agent do with SMS?
Welcomes new people on SMS and sets up their check-ins there.
Is the SMS connector live?
Yes.
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 SMS 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.
The onboarding agent by vertical
- Onboarding agent for weight management programmes
- Onboarding agent for mental wellness apps
- Onboarding agent for gyms and fitness studios
- Onboarding agent for longevity brands
- Onboarding agent for wearables companies
- Onboarding agent for health insurers
- Onboarding agent for medical aids
- Onboarding agent for employers
- Onboarding agent for corporate wellness providers