Advisor Bot: How to Onboard Clients to the Rewards Bot

Looking to add a little extra spark to your client interactions? The Client Rewards Bot is here to help!

This bot was designed to let advisors offer fun, value-added experiences — think lifestyle perks, gentle financial nudges for easy conversation starters — all in a low-cost, high-impact way.

🛠️ What’s in it for your clients?

Once added, clients can:

• Enjoy lifestyle rewards

• Stay updated on useful financial info

And here's a bonus 👉 You can personalize their experience by updating:

• Their unique folder

• Their next review date

👣 How to Add a Client to the Rewards Bot

1️⃣ Add via Shortcut

The fastest way to onboard!

• Tap the Shortcut button

• Select Add Clients

• Enter their Telegram ID (no @ symbol needed)

Then head over to Applications > My Advisor Connect

• Forward them the link — and boom, they’re in!

🚀 They’ll get instant access to the bot from there!