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AI agent for health coachs

Program Cohort Engagement Agent

Members who drift are contacted and either re-engaged or recorded as paused.

CommunicationHealthcare
See how it worksGet access
Program Cohort Engagement Agent: what goes in, what the agent does and what you get

What it does

In a group program, quiet members slip away and the coach notices only when they never come back. The agent reads attendance and check-in data each week, scores each member's engagement and finds those who dropped. For each, it drafts a personal message that refers to their goal and the last thing they did, not a generic reminder. The coach approves it. If the member does not respond to the first message, the agent tries a second approach, such as a shorter message or a different channel, and tells the coach. After a reply, it checks the next week's engagement to see whether the member is back. Edge case: a member who told the coach they are traveling is not flagged.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Weekly run 2 USES A TOOL Read attendance and check-in data 3 DOES Score each member's engagement 4 DOES Find members who dropped and exclude known absences 5 DOES Draft a personal message for each 6 YOU APPROVE Coach approves the messages 7 USES A TOOL Send by the member's preferred channel 8 USES A TOOL Read replies and engagement the next week 9 CHECKS THE RESULT Did the member reply or return? If not: Try a second approach, a shorter message oranother channel, and tell the coach. Back to step 3. 10 DOES Update the cohort status 11 RESULT Engagement report
Read the steps as a list
  1. Weekly run
  2. Read attendance and check-in data
  3. Score each member's engagement
  4. Find members who dropped and exclude known absences
  5. Draft a personal message for each
  6. Coach approves the messagesThe agent waits here for your OK.
  7. Send by the member's preferred channel
  8. Read replies and engagement the next week
  9. Did the member reply or return?If not: Try a second approach, a shorter message or another channel, and tell the coach. Back to step 3.
  10. Update the cohort status
  11. Engagement report

How it decides

It scores engagement from attendance and check-ins and picks outreach by how long the member has been quiet.

  • Two missed sessions or no check-in for 10 days flags a member
  • Known absences are excluded
  • Use the member's own goal in the message
  • After two tries ask the coach to call

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Drop-off rule
  • Message tone
  • Channels
  • Follow-up attempts
  • Cohort size

What keeps you in control

It always asks you first

  • Coach approves every message
  • Coach decides to pause or remove a member

Hard limits

  • Never message without coach approval
  • Never share a member's data with the group
  • Never pressure a member

It stops when

  • Done: all dropped members are re-engaged or recorded as paused
  • Stop: the member asks to leave

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn a cohort of 20 the agent finds 4 members with no check-in for 10 days. One is on holiday and excluded. It drafts 3 messages that mention each person's goal. The coach approves. Two reply, and one does not, so the agent sends a short text on the second try and asks the coach to call.

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