Agix Technologies logoAgix Technologies
Mental Health · AI Automation

AI Automation That Scales Resilience
Training Across Every Channel

Agix built an end-to-end AI automation engine for Hello Driven; automating lead capture, coach matching, program enrolment, certification workflows, and participant communications so the Driven team could focus on what they do best: building resilience at scale.

More Coaches Onboarded
72%
Faster Enrolment Process
8
Automated Pipeline Steps
PR6
Assessment Data Fully Integrated
Client
Hello Driven (Driven Resilience)
Industry
Mental Health & Workplace Training
Engagement
AI Automation · Full Build
Services
Enrolment AI · Coach Matching
About Hello Driven

The leader in scientifically proven resilience.

Hello Driven (Driven Resilience) is a global provider of accredited resilience assessments, certifications, and training programs; grounded in neuroscience and the proprietary PR6 Resilience Model, which measures 24 essential life skills across 6 domains and 4 predictive indicators.

Their suite, RFA (Resilience First Aid), HART (High Adversity Resilience Training), PRE, the Driven Resilience App, and a global network of Certified Resilience Coaches, serves individuals, emergency services, enterprise organisations, schools, and healthcare workers across Australia and the US. As demand surged across every segment, the operational burden of managing coach onboarding, participant enrolment, and program communications grew faster than the team could handle manually.

Hello Driven case study visual
The Program Suite

Multiple programs. One AI-coordinated enrolment engine.

Each Driven program has distinct prerequisites, pricing, scheduling, and certification requirements, across audiences ranging from first responders to corporate teams to coaches. The Agix automation engine routes every participant to the right pathway from the first touchpoint.

Hello Driven case study visual
Hello Driven case study visual
The Challenge

A global training platform growing faster than its operations could follow.

Driven's program library was expanding rapidly; new certifications, new coach tiers, new enterprise and government partnerships. But enrolment, coach onboarding, participant communications, and certification management were still largely manual. Every new program added complexity without adding automation, and the team was spending hours per enrolment on tasks that should have been instant.

01
Coach onboarding was a manual bottleneck
Certifying and activating new Certified Resilience Coaches required manual review of prerequisites, document verification, account creation, and resource provisioning, a multi-day process per coach that couldn't scale with global demand.
02
Participant communications were fragmented and inconsistent
Programme reminders, pre-work instructions, session links, post-certification follow-ups, and renewal notices were sent manually; inconsistently, late, or not at all. Drop-off rates between enrolment and course completion were higher than they should have been.
03
No intelligent matching between coaches and participants
When individuals or organisations sought a Certified Resilience Coach, the referral process was manual and geography-first. Specialisation in HART, RFA, or enterprise deployment, and PR6 profile alignment, weren't being used to drive better matches.
3–5days
Average days to manually onboard and activate a new Certified Resilience Coach
6+programs
Distinct certification pathways, each with unique prerequisites, fees, scheduling, and follow-up requirements
0%
Automated lead qualification, every inquiry required a manual team response before being routed to the right program
AU & US markets operating simultaneously with no unified automation layer across regions
The AI Automation Engine

From first inquiry to certified, fully automated.

Eight intelligent steps replacing manual coordination, capturing leads, qualifying participants, matching coaches, scheduling sessions, and driving completions 24/7.

Hello Driven case study visual
The Solution

An AI engine built for a multi-program, multi-market resilience platform.

Agix built a modular AI pipeline connecting lead capture, programme qualification, coach matching, certification management, and automated participant communications, across both AU and US markets, into a single always-on system.

1

Multi-Channel Lead Capture

AI captures enquiries from web, email, referrals, and partner channels, extracting intent, audience type (individual, corporate, emergency services), and program interest into a structured record. No manual re-entry; every lead is profiled from the first touchpoint.

2

AI Qualification & Programme Routing

An AI qualification layer scores each lead against prerequisite criteria, experience level, and training goals, then routes them to the right Driven program. RFA for first-time participants, HART for high-adversity professionals, CReC for aspiring coaches. No manual sorting required.

3

Smart Coach Assignment

When participants seek coaching, the system automatically matches them against Driven's global CReC network; factoring in specialty (HART, RFA, enterprise), location, capacity, and PR6 assessment profile alignment. Better matches mean higher engagement and stronger outcomes.

4

AI Communication; Email, SMS & WhatsApp

Automated, personalised communications keep every participant on track; pre-course instructions, session reminders, course links, motivational check-ins, and post-completion follow-ups. Messages are timed precisely and personalised by program, region, and participant progress.

5

Appointment Scheduling & Session Management

Once enrolled, participants are automatically offered session slots aligned to their timezone, program format (online or in-person), and coach availability. Rescheduling, cancellation, and waitlist management are all handled without team involvement, across AU and US simultaneously.

6

Document Automation & Certification Issuance

On course completion, the system automatically verifies completion criteria, generates and issues accredited certificates, updates the participant's certification record in the CRM, and triggers renewal reminders timed to each program's expiry cycle, all without manual processing.

Measured Results

More coaches activated. More participants enrolled. Less manual overhead.

Measured against pre-deployment baselines across Driven's enrolment and coach operations.

More Coaches Onboarded
Per quarter post-deployment
72%
Faster Enrolment
Days to minutes per participant
38%
Higher Completion Rate
Driven by automated reminders
24hr
Lead Response Time
↓ from 2–3 business days
100%
Of enrolled participants receive automated pre-course instructions, session links, and post-completion follow-ups, without any manual team action
<1day
Average time from completed course to certificate issuance, down from 3–5 business days under the manual process
2markets
AU and US operations running on a single unified automation layer, with region-specific pricing, scheduling, and compliance handling built in

We were manually managing every enrolment, every coach activation, every certificate, and it was holding back our growth. The Agix automation system changed that overnight. Our team now focuses on building content and supporting coaches at scale, not processing paperwork. The results in the first quarter exceeded everything we projected.

D
Operations Lead
Hello Driven (Driven Resilience)
Why It Worked

Automation built around a complex, multi-program, multi-market platform.

The key design challenge was that Driven is not a simple single-product SaaS, it's a layered ecosystem of programs, coach tiers, assessment tools, and audience segments. The automation had to be sophisticated enough to handle that complexity without requiring the Driven team to manage a complex system themselves.

Coach matching against PR6 profile data was the single biggest unlock for participant outcomes. Rather than geography-first referrals, the system surfaces coaches whose specialisation and approach aligns with what each participant's PR6 assessment reveals about their resilience profile, producing better coaching relationships and higher program completion.

01

PR6 data drives smarter matching

Assessment results aren't just stored, they actively inform coach selection. The matching engine surfaces coaches whose specialty aligns with each participant's six resilience domains, producing better outcomes than geography-first referrals.

02

One system, two markets

AU and US operations have different pricing, scheduling timezones, and currency, but run through a single automation layer. Region-specific logic is handled in the pipeline; the Driven team manages one system, not two.

03

Communications that drive completion

Timed, personalised reminders, not generic blasts, are the key to higher course completion. Each message is triggered by participant behaviour, not a calendar, and adapts based on whether the participant has engaged with pre-work.

04

Certification as a data asset

Every issued certificate feeds back into the coach directory, updating specialisation, certification tier, and renewal status automatically. The coach network is always current, without any manual maintenance from the Driven operations team.

Honest Limitations

What the system doesn't replace.

Automation handles scale. Human expertise still shapes every coaching relationship and program design decision.

Coaching Relationships Are Still Human

AI matching surfaces the best-fit coach; the relationship itself, the coaching conversations, PR6 debrief sessions, and resilience skill-building, is entirely human-led. The system optimises access; it doesn't replicate the depth of a skilled CReC coach.

Enterprise Deployments Need Custom Scoping

Large-scale corporate or government deployments, where hundreds of staff are enrolled, custom program configurations are required, or psychosocial hazard assessments are involved, require a human scoping conversation before automation can take over. Complex contexts need human judgment at the start.

Coach Profile Data Must Be Maintained

Matching quality depends on coach profiles being current; specialty tags, certification tier, capacity, and location. Coaches who don't update their profile, or who let certifications lapse without updating, may receive suboptimal matches until the data is corrected.

Accreditation Changes Require Pipeline Updates

When Driven introduces new program prerequisites, pricing structures, or accreditation body requirements, the qualification and certification automation needs to be updated. This is a low-friction change, but it's not zero-friction, it requires a brief technical update whenever the program structure materially changes.

When To Use This Approach

Is this the right build for your platform?

Good Fit If You…
Run a training, certification, or coaching platform with multiple program pathways, each requiring different qualification criteria and communications
Have a practitioner or coach network that needs matching to clients or participants based on specialisation and profile, not just geography
Operate across multiple markets or regions and need consistent enrolment and communications across all of them without duplicating operational teams
Issue accredited certifications and need issuance, record-keeping, and renewal management to be automatic rather than manually triggered
Not A Good Fit If You…
Offer a single program to a single audience; at low complexity and low volume, lightweight tooling and a small team handles this better than custom AI automation
Don't have structured data on your practitioner network; specialisation, availability, and certification status must exist and be maintained for matching to work
Expect automation to remove the need for any human involvement in participant support, high-complexity or high-sensitivity enquiries still need a trained team member
FAQ

Common questions about AI for training platforms.

How does the AI qualify leads for the right Driven program?+

The qualification layer analyses intent signals from lead forms, enquiry messages, and referral sources; extracting audience type (individual, corporate, emergency services), prior training history, and specific program interest. It then cross-references against each program's prerequisite criteria: for example, HART requires no prior training, while RFA Instructor requires existing RFA and CReC certifications. The system routes leads accordingly, with a human review queue for cases where the right pathway is ambiguous.

How does the coach matching system use PR6 assessment data?+

When a participant has completed a PR6 assessment, their six-domain resilience profile is used as an input to coach matching, surfacing coaches whose specialisation aligns with the participant's development areas. For example, a participant with low scores in the Mastery domain would be matched preferentially to coaches with documented expertise in goal-setting and competence-building interventions. This produces better coaching relationships and higher program completion than geography or availability-first matching alone.

How long does a build like this take to deploy?+

For a system of this scope, covering lead capture, AI qualification, coach matching, scheduling, multi-channel communications, and certification automation, typical deployment is 10–14 weeks from kickoff to live operations. Discovery and workflow mapping takes 3 weeks; build and CRM integration takes 6–8 weeks; parallel running and staff training takes 2–3 weeks before full cutover. Simpler single-program automation builds can go live in 6–8 weeks.

Does this work for training platforms outside Australia?+

Yes, the core automation architecture is geography-agnostic. The multi-market logic built for Driven's AU and US operations, separate pricing, timezone-aware scheduling, region-specific communications, is modular and can be extended to additional markets. For platforms operating in a single market, the build is simpler and faster. Contact us to discuss what your specific market footprint and program structure looks like.

Production AI

Ready to automate your training platform's operations?

Most projects go from kickoff to deployed AI system in 8–16 weeks. Let's talk about what's possible for your platform.