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Onboarding agent for WhatsApp

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

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 WhatsApp

Welcomes new people on WhatsApp and sets up their check-ins there
Answer customers and members on your own WhatsApp business number, day and night
Read photos and voice notes, like a membership card, a label or a lab report
Send approved templates for reminders and check-ins outside the 24-hour window

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

Yes.

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

Yes.

No.

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