Courses and training providers
Education and training
Course enquiries answered with real schedule data, then followed up through to enrolment.
These are illustrative scenarios
An illustrative scenario written to show how a workflow would run. It is not a description of an existing customer.
The situation
A language school gets a wave of enquiries before each term and almost none in between. During the wave, enquiries outnumber the people who can answer them; the ones answered on day four have usually enrolled elsewhere. There is also no record of who enquired and did not enrol, so the next term starts from nothing.
How the enquiry runs
An enquiry answered immediately, qualified on level, and followed up until it resolves either way.
- 1Customer
An enquiry arrives through the website form
Asking about evening courses, in Turkish, two weeks before term.
- 2Agent
The agent answers with real schedule data
It reads the current term's timetable and gives the evening options that still have places — not a PDF from last term.
- 3Agent
Level and goal are established
Current level, whether they have studied before, what they need the language for, and which evenings they can attend.
- 4System
A placement test is offered
Where the school's rules require one, the agent offers available assessment slots and books directly into the calendar.
- 5System
The enquiry is recorded with its stage
Enquired, assessment booked, assessment completed, enrolled — the stages the school actually uses.
- 6System
Follow-up runs until it resolves
A defined sequence: a reminder before the assessment, a follow-up after it, and a final message before the term starts. It stops the moment the person enrols or asks it to.
- 7System
Non-enrolments are kept for next term
Anyone who enquired but did not enrol is recorded with their level and their reason, and contacted once when the next term's schedule is published.
- 8Staff
Staff handle exceptions only
Fee negotiations, corporate group bookings, and anything about a specific teacher go to a person, with the enquiry history attached.
What ends up recorded
A pipeline for each term, and a list to start the next one from.
- Name and contact details
- Current level and prior study
- Reason for learning
- Availability by day and time
- Assessment booking and result where applicable
- Enrolment stage
- Reason for not enrolling, where given
Where the person comes in
The agent answers schedule, level, and fee questions from published information, and books assessments. Discounts, corporate contracts, complaints, and any promise about a specific teacher or outcome go to a person.
What this scenario depends on
- A current timetable the agent can read, with places remaining
- Assessment slots available in a bookable calendar
- Published fees, or a clear rule that fees are not quoted automatically
- The enrolment stages the school actually uses
- Consent handling for next-term contact, with a working opt-out
- Platform and AI usage costs, billed to the school directly
Other scenarios
The same mechanics, in a different sector.
Beauty and wellness
An after-hours booking enquiry answered, qualified, and turned into a confirmed appointment.
Dental practice
A new-patient enquiry triaged and booked, with anything clinical routed to a qualified person.
Local services
A job enquiry qualified on location, scope, and timing before it reaches the person on site.