EDUCATION & EDTECH

Give every learner
a clear start.

Answer course enquiries, support applications, and help students reach the right team.

Sophie, your education & edtech voice agent

Everyday calls.
Thoughtful next steps.

An airy modern university classroom: teacher explaining an abstract geometry diagram on a large teaching board, adult students seated at desks with open laptops and books facing teacher

01 / COURSE ENQUIRIES

Start with the learner’s goal.

Collect interests, preferred schedules, and application questions using approved course information.

Understand the learning goal
Explain relevant course information
Arrange an admissions conversation

Explore how to build your agent

A conversation about application follow-ups in education & edtech

A conversation about your plansWednesday, 4:00 PM

02 / APPLICATION FOLLOW-UPS

Make the next session easy to join.

Confirm attendance and share approved preparation or joining details.

Use approved details from your connected tools
Capture changes and confirm the next step
Bring your team in for exceptions

Explore outbound workflows

A customer or specialist discussing session reminders

“What documents do I need?”Application enquiry → admissions

03 / SESSION REMINDERS

Support throughout the journey.

Guide routine enquiries and transfer questions that need academic or student support.

Answer from information your team approves
Recognize when the caller needs a person
Share useful context during the handoff

Explore in-call workflows

Start with one
well-defined workflow.

Connect your systems

Review SIS, LMS, admissions CRM, and calendar APIs with your team.

Set clear boundaries

Choose the information, actions, and handoff rules your agent can use.

Test before launch

Review common requests and difficult exceptions with your team.

Questions before you launch.

Can Sophie answer programme and admissions questions?

Provide approved information for each programme, intake, fee schedule, and deadline. Admission decisions and exceptions should be handled by your admissions team rather than inferred from a caller’s answers.

Can it arrange counselling sessions and follow up on applications?

Review your CRM or student-system APIs and calendar permissions. Scope the workflow around verified application status, missing information, and confirmed counselling appointments.

How should conversations involving students or guardians be handled?

Agree on identity checks, who may receive application information, and what data the agent may collect. Have your team review the workflow before exposing student-specific records.

What should admissions leaders expect from a pilot?

Evaluate enquiry accuracy, counselling attendance, completed follow-ups, and staff handoff quality. Test different intakes, incomplete applications, and questions requiring an advisor.

A better first call.
A clearer next step.

Bring your workflow. Let’s make the next conversation better.

Talk about your workflow