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 · Enquiries
College Admissions Enquiry
Collect programme and intake interest for an admissions consultation.
For education & training teams handling enquiries conversations.
Example workflowWhat this chatbot helps with
- Collect programme and intake interest for an admissions consultation.
- Clarify programme before the team follows up.
- Organise intake, enquiry topic 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 enquiries intent and explain the scope.
- 02
Relevant questions
Which programme and intake interest you?
- 03
Captured details
Programme · Intake · Enquiry topic
- 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.
- Programme
- Intake
- Enquiry topic
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 programme and intake interest you?” and “Would you like process information or a counsellor callback?”
- A named team responsible for college admissions enquiry enquiries
Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.
Integrations and limits
Eligibility, fees and admission offers must be confirmed by the institution.
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
Credit transfers, recognition questions or an offer request.
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 enquiries 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 credit transfers, recognition questions or an offer request.
- Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.
Questions about college admissions enquiry
What does the team need from the first conversation?
Start with programme and intake. Collect the other suggested details only if they help the next action. Would you like process information or a counsellor callback?
Can it complete this request automatically?
Eligibility, fees and admission offers must be confirmed by the institution. The catalogue is an example, not a claim that the integration is already enabled for your account.
Which situations need a colleague?
Credit transfers, recognition questions or an offer request. 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 programme and intake interest you? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.