Education & Training
AI Student Support Agent
Answers admissions, enrollment and student service questions.
Outreach
AI Appointment Setter for Education & Training
Prospective students get answers on courses, entry and start dates, and the ready ones are booked for an admissions call.
Prospective students ask the same questions about courses, entry requirements and start dates every intake, and admissions teams cannot answer them all quickly. This edition replies over chat or email from your own documents, checks enquiries against your entry criteria, and books admissions calls, tours or advising sessions for those who are ready. Staff spend their time on applicants who are serious.
- Course and entry questions answered from your own documents
- Ready applicants booked for admissions calls and campus tours
- Entry criteria applied the same way to every enquiry
$4,900
20–30 working days
Optional maintenance $249/mo
What it is
AI Appointment Setter for Education & Training engages prospective and enrolled learners over chat or email, answers course and admissions questions from your documents, qualifies enquiries against your entry criteria, and books admissions calls or advising sessions, reading your student CRM or LMS first. Bookings appear in your admissions calendar.
Why businesses buy it
Enquiry volume peaks just when admissions teams are busiest, and slow replies send prospective students to the provider that answered first. Repeating the same answers also burns staff time that should go to real applicants. This edition handles the routine questions instantly and books the people ready to talk, so your team works the warmest enquiries. The written scope covers the channel, the student CRM, LMS or calendar connection and the Education & Training workflows before you order, so you can plan around intake dates.
Problems this solves
Admissions inboxes fill up with the same course and entry questions
The setter answers course and admissions questions from your own documents, on your chosen chat or email channel. Admissions staff see the conversation, not the repetition.
Advisers spend calls with applicants who do not meet entry criteria
Enquiries are qualified against your entry criteria before a call is offered. Eligible learners are booked into an admissions call or advising session, with their answers recorded.
Learners cannot book an advising session outside office hours
The setter reads your student CRM or LMS and books sessions straight into your admissions calendar. Learners can arrange a time whenever they are ready to ask.
A good fit if
Every intake period brings the same admissions, fees and start-date questions, and your team answers them one email at a time.
You want prospective learners screened for course fit, entry requirements and timing before an admissions adviser spends time on a call.
Enrolled learners ask for help or about their progress, and the answer sits in your LMS, such as Moodle or Canvas.
You keep enquiries in a student CRM or HubSpot and want every conversation and booking logged there.
Not the right fit if
You want admissions, enrollment and student service questions answered without booking calls. See AI Student Support Agent.
Learners mainly need help with course content and logistics. See AI Course Assistant.
You need reports on learner progress, completion and weak topics. See AI Training Analytics.
You want student support, a course assistant, quizzes and training analytics delivered together. See the AI Education Growth Stack bundle, with one combined intake.
How it works
- Course pages, entry requirements, fees policies, term dates and ten real enquiries are loaded as its knowledge, up to 100 documents.
- A learner writes in by chat or email, the one channel in scope, and the setter sorts the Education & Training workflow: enquiry handling, enrollment support, learner help or progress tracking.
- It reads the student CRM or LMS record first, so an enrolled learner is not treated as a new prospect and reaches the right adviser.
- Prospects answer the qualifying questions you set, such as course of interest, entry requirements and preferred start, before any slot is offered.
- Suitable prospects are booked for an admissions call or advising session, and the booking and conversation are logged against their record.
- Any outbound follow-up to quiet enquirers waits for approval, and 50 education and training test scenarios run before launch.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to the two systems you choose, such as HubSpot or your student CRM, Moodle or Canvas, or the admissions calendar.
- Your entry requirements and qualification criteria for each course or program.
- Course information, fees policies and term dates, plus sample admissions emails.
- Ten real learner enquiries or emails from recent intake periods.
- The admissions adviser who reviews held conversations.
- One decision-maker to approve the rules before the build starts.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified; courses, entry criteria and the two systems confirmed.
Weeks 1–2
Enquiry, enrollment support and learner help flows built from your course documents.
Week 3
Student CRM, LMS or admissions calendar connected, as agreed.
Weeks 3–4
50 education and training test scenarios run, from first enquiry to enrolled learner.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
What you receive at handover
- The setter configured on one channel and connected to your student CRM or LMS and admissions calendar
- An Education & Training intent library and workflow templates set to your entry criteria
- A test report covering 50 admissions scenarios
- Admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can reduce the volume of repeat questions reaching admissions staff.
- Helps advisers spend calls with eligible applicants.
- Admissions calls booked per enquiry
- From your student CRM, compare calls booked with enquiries received for the month before and after launch.
- Calls with eligible applicants
- Ask advisers to tag each call as eligible or not, and compare before and after launch.
- Response time to enquiries
- Compare the average time to first reply on new enquiries, using CRM timestamps, before and after launch.
Before you start: Count enquiries, admissions calls and eligible applicants for your last intake cycle. Note how quickly enquiries get a first answer.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $50 to $250 a month for AI model usage and hosting, in your own accounts, plus your existing student CRM and LMS plans. Expect the higher end during intake periods, when enquiries peak.
AI usage during build and testing is billed to your accounts too.
Ask about running costsCustom requirements
If you need the LMS, student CRM and calendar all connected, or WhatsApp alongside email, add a note at checkout. A written Change Quote follows, and that work starts once you accept it. Larger or bespoke projects go through the Custom AI request form.
Request a custom versionKeep it running
We recommend monthly maintenance: monitoring, fixes and a monthly allowance of change hours, for things such as new term dates, a new course or revised entry criteria. It starts after the 30 days of support.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | An admissions chatbot bills per seat or per conversation | An edtech developer quotes after discovery | Ours is one fixed price, shown before you buy |
| Screening | Collects contact details only | Depends on what was agreed | Ours checks course fit and entry criteria before booking |
| Enrolled learners | Treats every message as a new lead | Depends on the integration scope | Ours reads the student CRM or LMS record first |
| Delivery | Embeds quickly, knows none of your courses | Usually several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Which two systems should an Education & Training provider connect?
It depends on the job you want most. For booking admissions calls, connect your student CRM or HubSpot and the admissions calendar. For learner help and progress tracking, your LMS, such as Moodle or Canvas, needs to be one of the two. A third system is quoted as a Change Quote before work starts.
Can the setter answer questions from enrolled learners?
Yes, within the learner help and progress tracking workflows. It answers from the course documents you load and, if your LMS is connected, from the learner's record there. Anything your rules reserve for staff, such as appeals or personal circumstances, is held for the person you name.
Will the setter cope with the rush at the start of term?
It answers each enquiry as it arrives, so volume at intake time does not build a queue. Running costs rise with conversation volume, within roughly $50 to $250 a month in your own accounts. The 50 test scenarios before launch include the questions that arrive most often at the start of term.
Can prospective students message us on WhatsApp?
Yes, with the WhatsApp Channel add-on, bought with this build or later. The build itself covers one channel, chat or email. WhatsApp is among the typical integrations for this edition, and each added channel is tested before it goes live to learners.
How long does the Education & Training setter take to go live?
Delivery takes a fixed time, shown next to this page, with express and rush options available. If you want it live before an intake period, count back from that date and allow for the 72-hour intake window. Each day the intake is late moves delivery by 3 working days.
Can the setter answer applicants in a second language?
The build covers one language. The Additional Language Pack adds a second, including glossary and testing, so international applicants can be answered in their own language. It can be bought with this build or later, and a Localization QA Pass checks the translated output.
Answer this term's questions once, and book the ready applicants.
Order AI Appointment Setter for Education & Training and this term's questions get answered once, with ready applicants booked straight in.
Works well with
Education & Training
AI Course Assistant
Answers learner questions about course content and logistics.
