Custom, built in days

Onboarding agent for Sun Life

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

Ridgeway LogisticsOnboarding agentWhatsApp

Onboarding agent: Welcome to Ridgeway Logistics, Nomsa. Two quick questions so I can set things up. What would you most like help with?
Customer: I want to use the benefits on offer.
Onboarding agent: Got it. Is WhatsApp or email better for check-ins, and is morning or evening better?
Customer: WhatsApp, evenings.
Saved goal and preferencesSun Life
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 Sun Life

Saves the member’s Sun Life plan during onboarding, so later answers use it
Read a member’s Sun Life plan and benefits through the access your team has, such as an API, a file feed or a portal export
Answer cover questions from your Sun Life plan documents, with the figures for the member’s plan
Check a claim’s status and chase the missing invoice, referral or form with the member

Saves the member’s Sun Life plan during onboarding, so later answers use it.

Not yet as a ready-made connector.

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

No.

No.

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