Education & Training
Example workflow
School Admissions Enquiry
Help families understand the enquiry process and connect them with admissions staff.
- Grade
- Academic year
- Campus
Education & Training · Sales
Coaching Centre Enquiry
Gather exam goals and preferred batch timing before a centre follow-up.
For education & training teams handling sales conversations.
Example workflowWhat this chatbot helps with
- Gather exam goals and preferred batch timing before a centre follow-up.
- Clarify exam or subject before the team follows up.
- Organise preferred batch time, centre into a readable enquiry brief.
- Explain what happens next and route exceptions to a person.
A conversation with a next step
Illustration only. Questions and replies must be adapted to the business’s approved process.
How the workflow works
- 01
Customer enquiry
Identify sales intent and explain the scope.
- 02
Relevant questions
Which exam or subject are you preparing for?
- 03
Captured details
Exam or subject · Preferred batch time · Centre
- 04
Next action
Share the request with the responsible team for review and confirmation.
Information captured
Suggested fields to review during configuration. They are not automatically required.
- Exam or subject
- Preferred batch time
- Centre
Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.
Knowledge to provide
- Published programmes and entry information
- Campus hours and enquiry process
- Fee guidance and staff contact routes
- Approved answers to “Which exam or subject are you preparing for?” and “What batch timing suits you?”
- A named team responsible for coaching centre enquiry enquiries
Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.
Integrations and limits
No scores or admission outcomes are guaranteed; batch availability requires confirmation.
Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.
When staff takes over
Individual learning needs or requests for performance guarantees.
Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.
Set up with your team
- Discuss the workflow. Share your sales process and review the fields above with WhatsOS.
- Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
- Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
- Test before enabling. Try normal enquiries, missing details, a request for a person and individual learning needs or requests for performance guarantees.
- Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.
Questions about coaching centre enquiry
What does the team need from the first conversation?
Start with exam or subject and preferred batch time. Collect the other suggested details only if they help the next action. What batch timing suits you?
Can it complete this request automatically?
No scores or admission outcomes are guaranteed; batch availability requires confirmation. The catalogue is an example, not a claim that the integration is already enabled for your account.
Which situations need a colleague?
Individual learning needs or requests for performance guarantees. Agree on the responsible team and response expectations before launch.
Can we change the questions?
Yes. Review these prompts against your education & training process. Which exam or subject are you preparing for? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.