Education workflow

Enrollment and learner support

Answer approved program questions, qualify learners, and book an advisor call. Start from this workflow, then configure it with your approved business information before handling live callers.

Intended outcome

Enrollment or support request captured. The receptionist uses your business knowledge, calendar, and routing rules only when the corresponding feature is connected and configured.

What the receptionist should collect

  • Programs
  • Enrollment requirements
  • Schedule
  • Student support

Business decisions to configure

  • List programs and start dates
  • Add admission requirements
  • Define learner-support escalation

Conversation starting point

Caller: What courses do you have for beginners?

Aholler: I can help narrow that down. What subject are you interested in, and when would you like to begin?