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
Course Information Assistant
Explain configured course formats, syllabus highlights and enrolment steps.
For education & training teams handling enquiries conversations.
Example workflowWhat this chatbot helps with
- Explain configured course formats, syllabus highlights and enrolment steps.
- Clarify course interest before the team follows up.
- Organise learning format, preferred start window 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 topic would you like to study?
- 03
Captured details
Course interest · Learning format · Preferred start window
- 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.
- Course interest
- Learning format
- Preferred start window
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 topic would you like to study?” and “Do you prefer online or classroom learning?”
- A named team responsible for course information assistant enquiries
Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.
Integrations and limits
Schedules and enrolment availability need current course records.
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
Personal eligibility or unlisted curriculum questions.
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 personal eligibility or unlisted curriculum questions.
- Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.
Questions about course information assistant
What does the team need from the first conversation?
Start with course interest and learning format. Collect the other suggested details only if they help the next action. Do you prefer online or classroom learning?
Can it complete this request automatically?
Schedules and enrolment availability need current course records. The catalogue is an example, not a claim that the integration is already enabled for your account.
Which situations need a colleague?
Personal eligibility or unlisted curriculum questions. 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 topic would you like to study? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.