Education and training · Worked example

Enrolment assistant for a training provider

Answers course, date and fee questions from the course database and walks people through enrolling.

Web chatEmailYour data Answers from your dataLead captureYour knowledgeBooking

Build this for my business → Read the conversation

The problem

Prospective students ask detailed questions about start dates, entry requirements and payment options. If they don't get quick answers, they enrol elsewhere.

How it works

Answers from the live course schedule and the provider's policies
Checks seats left on each intake from the student management system
Explains entry requirements and payment options
Takes the enquiry details and starts the enrolment form
Books a call with an adviser for anyone who needs help choosing

What it connects to

Student management system
CRM
Email
Website

Sample email thread

VisitorWhen does the next project management course start?
AgentThe next intake starts on Monday 2 February. It runs for 10 weeks, two evenings a week, online. There are still seats available.
VisitorCan my employer pay?
AgentYes, we can invoice your employer directly. I'll need their company name and a contact email at the enrolment step. Would you like to start that now?

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

Capabilities used

Answers from your data. Looks up live records in your own database and systems, not just documents.
Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
Your knowledge. Answers from your documents, website and videos, and stays current when they change.
Booking. Books, moves and cancels appointments straight into your calendar or booking system.