Customer Support and Voice AI
AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
Outbound
AI Outbound Calling Agent for Education & Training
Course enquirers, applicants and stalled learners get the phone call your admissions team never finds time to make.
Every term, course enquiries pile up, applicants stall halfway through enrollment and some learners quietly stop logging in. Your admissions and tutor teams cannot phone them all. This agent rings enquirers back, reminds applicants about the exact step they missed, checks in on stalled learners in Moodle or Canvas and runs short feedback calls, answering only from your approved course information.
- Calls course enquirers back before they choose another provider
- Chases the exact enrollment step each applicant has missed
- Checks in on learners whose progress has stalled in your LMS
$8,400
20–30 working days
Optional maintenance $420/mo
What it is
AI Outbound Calling Agent for Education & Training rings course enquirers back, reminds applicants about outstanding enrollment steps, checks in on learners whose progress has stalled in Moodle or Canvas, and runs short end-of-course survey calls. Answers come only from your approved course information.
Why businesses buy it
An unanswered course enquiry is a learner who enrolls somewhere else. A missing document that nobody chases becomes an empty place at the start of term. A learner who drifts away without a call may never finish. These are phone calls your team knows matter but rarely has time to make. This agent makes them on schedule, answers only from your approved information and hands complex cases to a person. The Scope Card sets the flows, systems and calling rules in writing before you order.
Problems this solves
Course enquiries wait days for a callback from admissions
The agent rings course enquirers back and answers questions from your approved course information. Serious applicants can be passed to an admissions officer by live transfer.
Applicants stall on enrollment steps nobody reminds them about
Reminder calls go to applicants with outstanding steps, such as a missing document or unpaid deposit. The agent explains what is needed using only the guidance you supply.
Learners drift away in Moodle or Canvas without anyone noticing
If the LMS is one of your two connected systems, stalled progress can trigger a check-in call. The learner hears a friendly nudge, and the conversation is logged for tutors.
End-of-course feedback forms come back half empty
Short survey calls ask your end-of-course questions and record each answer. The Education & Training workflow template includes this flow, ready to adjust. Tutors receive the answers in a usable form rather than scattered forms.
A good fit if
Course enquiries pile up at the start of each term and nobody calls them back before the applicant decides elsewhere.
Applicants stall halfway through enrollment because a document, payment step or start date was never chased.
Your LMS shows which learners have stopped logging in or finishing modules, but tutors lack the time to phone each one.
You want term-end feedback collected by phone and logged, rather than relying only on an emailed survey link.
Not the right fit if
Most contact is students ringing in with admissions and support questions. See AI Student Support Agent, which answers admissions, enrollment and student service questions.
You only need a call after a visit, an open day or a missed call, not term-long campaigns. See AI Voice Follow-Up for Education & Training.
You want enquirers qualified and booked with an adviser over chat or email instead of by phone. See AI Appointment Setter for Education & Training.
You want learner progress reported to staff rather than acted on by phone. See AI Training Analytics, which reports on progress, completion and weak topics.
International learners need calls in a second language. Add the Additional Language Pack, with the build.
How it works
- Call lists come from your student CRM or LMS: new course enquiries, applicants with an open enrollment step, or learners who match the stalled-progress rule you define.
- Each call opens with your disclosure and says why the person is being called, using the course names and terms from your own prospectus.
- Enquirers hear answers on fees, dates and entry requirements drawn only from the course information you approve, and anything else becomes an admissions callback.
- Applicants are told which enrollment step is outstanding and when it is due, and their reply is written back to the student record.
- Learners flagged by progress tracking are asked whether they need help; common LMS questions are answered from your FAQ, and anyone who wants a tutor is transferred live.
- Term-end survey calls ask your short set of questions, and every answer, transcript and outcome is kept against the learner.
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.
- A telephony account in your institution's name, such as Twilio, Vonage or Exotel, with the outbound number.
- Access to your student CRM and to Moodle or Canvas, or whichever two systems the calls rely on.
- Course information, fees, term dates and enrollment steps, as approved documents or an FAQ set.
- The rule that marks a learner as stalled, for example time since last login or modules left unfinished.
- Survey questions, calling windows, retry limits, opt-out handling and your recording disclosure wording.
- Transfer numbers for admissions, finance and tutors, plus the voice you prefer.
- One decision-maker who approves the flows.
- Documented prior consent for every number we call, with your lists scrubbed against applicable do-not-call lists before each campaign. We do not give legal advice, so confirm your calling obligations with your own counsel.
- 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; enquiry, enrollment, learner check-in and survey flows agreed.
Weeks 1–2
Call flows and the Education & Training intent library built from your course material.
Week 3
Student CRM and LMS connected, and the stalled-progress rule tried on real records.
Weeks 3–4
50 test calls placed to test enquirers, applicants and learners, transcripts shared.
Week 4
Your review and two rounds of script changes.
Go-live
Calling goes live, the handoff session is recorded, and support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $8,400 |
| Express | 15–25 working days | $9,450 |
| Rush | 10–20 working days | $10,500 |
What you receive at handover
- The Education & Training outbound calling agent, configured on one outbound number
- The Education & Training intent library and workflow templates, covering up to five call flows with live transfer
- Connection to up to two agreed systems, for example your LMS and CRM
- A test report built on education scenarios, with transcripts of 50 test calls
- An admin guide and recording of the 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- More enquirers can hear back while they are still choosing a course.
- Applicants can get timely reminders to finish enrollment.
- Tutors can learn sooner when a learner has stopped engaging.
- Enquiry-to-application rate
- Compare the share of enquiries that become applications in your CRM for one intake before and one after launch.
- Completed enrollments
- Count applicants who finish all enrollment steps by the deadline, across the same two intakes.
- Survey responses
- Compare end-of-course feedback received per cohort, before and after the survey calls start.
Before you start: Record enquiry numbers, applications and completed enrollments for your last intake. Note your current end-of-course survey response count.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
One payment covers the build. Calls run in your own accounts at about $0.13 to $0.31 per connected minute all in, plus number rental, so a term-start enquiry campaign costs more than a quiet mid-term month. Retries use telephony time too.
Your LMS and student CRM plans, and AI usage during build and testing, stay billed to you directly.
Ask about running costsCustom requirements
If you want a sixth flow, such as fee-installment reminders, or a third connected system, add a note at checkout. A written Change Quote follows, and that extra work starts only after you accept it.
Request a custom versionKeep it running
Optional monthly maintenance covers monitoring, fixes and monthly change hours for new term dates, courses or survey questions. It begins once the 30 days of support end.
$420/mo (5% of the build price a month, includes 4 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 | A calling platform bills per seat, and staff still make the calls | A student-recruitment call center charges per campaign | Ours is one fixed price, shown on this page before you buy |
| Term peaks | Capacity depends on how many staff you can put on the phones | A call center needs re-briefing every term | Ours works through the list inside your calling windows |
| Progress check-ins | A dialler cannot see LMS activity | Depends on what data you share with them | Ours calls learners flagged by your own progress rule |
| Answers | A script is read word for word | Callers may improvise | Ours answers only from approved course information |
Questions about this product
Can the Education & Training calling agent see learner progress in Moodle or Canvas?
Yes, when your LMS is one of the two connected systems. It reads the activity fields named in your stalled-progress rule, such as last login or unfinished modules, and builds the call list from them. It does not change grades, enrollments or course content, and it only discusses progress in the terms you approve.
Will it answer applicants' questions about fees and entry requirements?
Only from the course information you approve, such as your prospectus, fee schedule and term dates, up to 50 documents or an FAQ set. If an applicant asks something those sources do not cover, such as an individual funding case, the agent says so and logs a callback request for your admissions team.
Which enrollment reminders can the education calling agent make?
Any outstanding step your student CRM records, such as a missing document, an unpaid deposit or an unconfirmed start date. The call names the step and the deadline you hold, asks whether the applicant needs help, and writes the reply back to their record. Reminder wording follows the scripts you sign off during intake.
Can a learner be put through to a tutor during the call?
Yes. Live transfer is part of every flow, so a learner who asks for a tutor, or whose question goes beyond your FAQ, is transferred to the number you set. If nobody answers, the agent takes a message and logs it with the transcript, so the tutor sees what was discussed before calling back.
What does an education outbound calling campaign cost to run?
About $0.13 to $0.31 per connected call minute all in, covering voice platform, AI model and telephony, plus number rental, paid in your own accounts. Costs rise at enrollment peaks because more people are called. Unanswered attempts and retries also use telephony time, so retry limits are worth setting carefully.
How fast can the Education & Training calling agent launch before term starts?
The delivery panel on this page shows the timeline for each speed, with faster options priced if term is close. Count back from your enrollment peak: intake, including LMS and student CRM access and your approved course information, is due within 72 hours of ordering, and late items push the date. Fifty test calls run before any learner is phoned.
Does the education calling agent collect end-of-course feedback by phone?
Yes, as one of the five call flows. It asks your short set of survey questions, accepts spoken answers, and logs each response with a transcript against the learner in your student CRM. Questions are fixed in your script, so results stay comparable from one cohort to the next.
Guides on this topic
All guides Make the term-start calls your admissions team never gets to.
Order AI Outbound Calling Agent for Education & Training today and it goes live on a fixed delivery date. The scope above is exactly what you get, in writing, before you pay.
Works well with
Education & Training
AI Student Support Agent
Answers admissions, enrollment and student service questions.
Call Intelligence
AI Call Summarization
Summarizes calls into notes, outcomes and next steps in your CRM.