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 · Appointments
Demo Class Request
Collect a subject and preferred demo format for a teaching coordinator.
For education & training teams handling appointments conversations.
Example workflowWhat this chatbot helps with
- Collect a subject and preferred demo format for a teaching coordinator.
- Clarify class before the team follows up.
- Organise preferred day, online or in-person 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 appointments intent and explain the scope.
- 02
Relevant questions
Which class would you like to try?
- 03
Captured details
Class · Preferred day · Online or in-person
- 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.
- Class
- Preferred day
- Online or in-person
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 class would you like to try?” and “Which day and format would suit you?”
- A named team responsible for demo class request enquiries
Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.
Integrations and limits
A demo request needs staff or timetable 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
Accessibility arrangements or an unavailable class.
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 appointments 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 accessibility arrangements or an unavailable class.
- Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.
Questions about demo class request
What does the team need from the first conversation?
Start with class and preferred day. Collect the other suggested details only if they help the next action. Which day and format would suit you?
Can it complete this request automatically?
A demo request needs staff or timetable confirmation. The catalogue is an example, not a claim that the integration is already enabled for your account.
Which situations need a colleague?
Accessibility arrangements or an unavailable class. 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 class would you like to try? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.