In the next 2 minutes, we're going to create an Agent that automatically detects new community members, pulls from your welcome message templates, and sends personalized DMs that check on their setup progress while offering direct assistance through call scheduling - turning member onboarding into genuine relationship building.

Create a new Agent

Add apps to the Agent

For this use case, you'll need to connect Discord (or Slack), and potentially Calendly or your preferred scheduling platform to your Agent.

Ask the Agent to welcome new community members

Now you can ask your Agent to automatically monitor for new members, access your welcome templates, and send personalized outreach messages that focus on helping them get set up successfully.

Here's the prompt we've decided to use:

“Check for any new community members added to our VISS.AI Community in the last week, use one of the welcome message templates found in "#welcome-message-templates" and send personalized welcome DMs to each new person. Focus should be to check if they've gotten setup well, if they need any assistance, and if so CTA to schedule a call.”

Of course, you can customize this to your liking.

• Change "last week" to "last 24 hours" or "last month" depending on your community growth rate

• Replace "#welcome-message-templates" with your actual template location or document name

• Use Slack communities instead of Discord if that's where your community lives

• Add specific onboarding steps like "completed profile setup" or "joined intro channel" as checkpoints

• Replace call scheduling with different CTAs like "join our next community call" or "access our getting started guide"

• Include role-based welcome messages for different member types like "developers", "founders", or "marketers"