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Use case · Education & training

From course questions to an adviser’s next step.

Help prospective students find course information and reach the right colleague.

See the workflow in 30 seconds.

Illustrative workflow using sample enquiries. Connected accounts, configured sources and appropriate permissions are required.

Dates and fees, answered

The AI answers from your course table and business knowledge.

Interest, qualified

Workflow questions capture the course and schedule a learner wants.

An adviser follows up

Requests for an adviser become an owned lead with a call task.

01

Answer course questions

Use your maintained course information for dates, fees and common questions.

02

Capture the interest

Keep the prospective student’s course preferences and enquiry context with the lead.

03

Arrange follow-up

Assign an adviser and a follow-up task for questions that need a personal conversation.

04

What this workflow needs

This uses configured knowledge and lead workflows. It does not enrol students, collect tuition or replace a student-information system.

For admissions teams

From course questions to a clear next step.

Learners get dates and fees straight away, and advisers receive qualified enquiries with the interest already captured.

Create your account Illustrative photo. Interface details use sample data.

Product screens are from the SM Gateway application with sample data. Cards and photos are illustrative.

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