Enterprise DNA

Marketing and events · Live demo

Info session registration and reminders

Answers questions about free info sessions, books places, and sends a reminder with directions or the joining link the day before.

Web chatSMSEmailYour data BookingLead captureAnswers from your dataIntegrations
Live demo

Talk to Mei at Harbourline School of Executive Education

Harbourline School of Executive Education is made up. Mei is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

Info sessions are where most programme places start, but bookings arrive through web forms, emails and calls to reception. Nobody sends reminders consistently, so a third of the people who booked never turn up, and the marketing team finds out who came from a spreadsheet a week later.

How it works

  1. Answers questions about upcoming info sessions on the website, by email or by text
  2. Checks the places left before offering a session
  3. Books the place and records it in the events system and the CRM
  4. Sends a reminder the day before with campus directions or the Zoom link
  5. Offers a call with a programme adviser for questions the session will not cover

What it connects to

  • Events and registration system
  • CRM such as HubSpot or Salesforce
  • Zoom
  • SMS gateway
  • Email marketing platform
Sample email thread
  1. VisitorHi, are there any info sessions coming up for the Certificate in Strategic Management?
  2. AgentYes, two. Wednesday 7 October, 6.30pm to 7.30pm on campus, with 18 places left, or Thursday 15 October, 12.30pm to 1.15pm online on Zoom. Which suits you better?
  3. VisitorThe campus one. I'm Jason Koh.
  4. AgentDone, Jason. You're booked for Wednesday 7 October at 6.30pm, reference BK-7741. Reception is on Level 10 at 45 Anson Road, three minutes from Tanjong Pagar MRT exit A. What mobile number should I send the reminder to?
  5. Visitor9123 4567.
  6. AgentThanks. I'll text you the day before with directions. There are light refreshments at evening sessions, and Rachel Tan, the programme adviser, will be there for questions afterwards.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

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