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 Voice Follow-Up for Education & Training
Enquirers, half-finished applications and quiet learners each get a follow-up call before the term starts without them.
Course enquiries go quiet, applications sit half finished and admissions teams cannot call everyone before intake closes. AI Voice Follow-Up for Education & Training makes those calls for you, answers from your approved course information and checks in on learners who stop logging in. Admission decisions stay with your team, and every call is logged in your student CRM.
- Calls every quiet enquiry before the intake deadline passes
- Nudges applicants to finish applications they started
- Checks in on inactive learners and connects them with support
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Voice Follow-Up for Education & Training calls prospective and current learners after moments admissions teams cannot chase every term: a course enquiry that went quiet, an application left unfinished, a missed call to admissions, or a learner who stopped logging in. It answers from approved course information.
Why businesses buy it
An enquiry that nobody follows up is a learner who enrolls somewhere else. During busy intake weeks, admissions teams have to choose which calls to make, and good applicants slip through. This edition calls every quiet enquiry and unfinished application on time, answers from course information you approve and passes decisions to admissions. It also reaches learners who have stopped logging in, before they drop out. The Scope Card lists the flows, the connected systems and the test calls before you buy, so your team knows exactly what it covers.
Problems this solves
Course enquiries go quiet and admissions cannot chase them all
An enquiry with no reply after your chosen interval triggers a call. The agent answers questions from approved course information and offers to connect the person with admissions.
Applications are started and then left unfinished
An unfinished application in your CRM or admissions system triggers a reminder call. The agent explains what is still needed using only the steps you supply.
Calls to admissions are missed during peak enrollment weeks
Each missed admissions call can trigger a callback. The prospective learner gets a reply, and questions the agent cannot answer are passed to a person.
Learners stop logging in and nobody notices for weeks
If your LMS is connected, a learner who has stopped logging in triggers a check-in call. The outcome is logged so tutors can step in where needed.
A good fit if
Course enquiries spike before each intake, and many never hear back after the first email.
Applicants start the enrollment process, stop halfway, and nobody calls to ask what held them up.
Learners drift away mid-course, and the first anyone notices is a missed deadline or a refund request.
Enquiries sit in a student CRM and learner activity in an LMS such as Moodle or Canvas.
Not the right fit if
You want learners' questions answered by chat whenever they ask. See AI Student Support Agent.
You would rather follow up by email or WhatsApp than by phone. See AI Follow-Up Engine for Education & Training.
You need reminder, confirmation or survey calls made across your whole learner base. See AI Outbound Calling Agent for Education & Training.
You need reports on learner progress and weak topics rather than calls. See AI Training Analytics.
How it works
- A trigger fires in your student CRM or LMS: an enquiry with no reply after a set time, an application left incomplete, a missed admissions call, or a learner inactive for a period you choose.
- The call goes out from your admissions or support number within your calling hours and opens with the course or application it concerns.
- Enquiry and enrollment questions about start dates, fees, entry requirements and study format are answered only from course information you approve.
- An applicant ready to continue is guided to the next enrollment step; one who wants a person is transferred live to admissions.
- For an inactive learner it asks what is getting in the way and offers to connect them with a tutor or support, as your flow defines.
- Every call is logged with a transcript, summary and outcome in the student CRM, so admissions sees which enquiries and applications came back.
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 name, such as Twilio, Vonage or Exotel, with the admissions or support number.
- Access to your student CRM and your LMS, such as Moodle or Canvas.
- Approved course information: start dates, fees, entry requirements, study formats and enrollment steps.
- Which events trigger a call, when, and how many retries each gets.
- Transfer numbers for admissions, tutors and learner support, plus call-recording disclosure wording.
- Your preferred voice, admin access shared securely, never by email, and one decision-maker.
- 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, application, missed-call and inactivity triggers agreed.
Weeks 1–2
Education & Training call flows, course FAQs and voice built.
Week 3
Student CRM and LMS connected and tested.
Weeks 3–4
50 test calls across admissions and learner flows, transcripts sent to you.
Week 4
Review with admissions and support leads, two rounds of changes.
Go-live
Live, recorded 60-minute handoff, support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The Education & Training voice follow-up agent, configured and live on one phone number
- The Education & Training intent library and workflow templates for enquiries, applications, missed calls and inactive learners
- Connection to up to two agreed systems, such as your CRM and LMS
- A test report built on education scenarios, with transcripts of 50 test calls
- An admin guide, recorded 60-minute handoff session and 30 days of post-launch support
Expected benefits and how to measure them
- More enquiries can be followed up during the intake rush.
- Applicants can be reminded before deadlines pass.
- Inactive learners can be contacted while they can still catch up.
- Applications completed
- Compare finished applications against those started for one intake before and one after launch.
- Enquiries followed up
- Use CRM activity to count enquiries that received a follow-up call in each intake.
- Learner re-engagement
- Count learners who log back into the LMS within two weeks of a check-in call.
Before you start: Record started and completed applications for your last intake. Note how many enquiries and inactive learners were never followed up.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is paid once. Calls run roughly $0.13 to $0.31 per connected minute all in, covering the voice platform, AI model and telephony, plus number rental, billed in your own accounts. Expect higher call volume in the weeks before each intake and lower volume mid-term.
AI usage during the build and test calls is billed to your accounts too.
Ask about running costsCustom requirements
A second campus number, calls in another language for international applicants, or a sixth flow such as fee payment reminders falls outside this Scope Card. Add a note at checkout for a written Change Quote.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, updates and change hours to load new intake dates, fees and course FAQs each term. It starts after the 30 days of support.
$345/mo (5% of the build price a month, includes 3 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 CRM charges per user each year | An outsourced admissions team charges per call or per enrollment | Ours is one fixed price, shown on this page before you buy |
| Learner retention | Usually separate from admissions tools | Rarely covers current learners | Ours calls quiet learners as well as new enquirers |
| Course answers | Templates you write for each campaign | Depends on how the team is briefed | Ours answers only from course information you approve |
| Delivery | Set-up depends on your CRM and LMS | An outsourced team needs training each term | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Which enrollment moments can AI Voice Follow-Up for Education & Training call about?
The ones your student CRM or LMS records. Providers usually choose an enquiry with no reply after a few days, an application started but not submitted, a missed call to admissions, and a learner inactive for a set period. You can run up to five flows, each with its own timing and retry rule.
Can it check in on learners who stop logging in?
Yes, if your LMS is one of the two connected systems and records last activity. When a learner passes the inactivity period you set, it calls, asks what is getting in the way and offers to connect them with a tutor or support. The outcome is logged so support staff can follow up.
Will it answer questions about fees, entry requirements and start dates?
Yes, but only from the course information you approve at intake. It does not make admission decisions, grant exceptions or agree payment plans. Anything that needs a decision, such as whether prior experience counts toward entry requirements, is transferred to admissions or taken as a message.
What does the education and training follow-up edition cost with rush delivery?
Each delivery speed has its own fixed price and timeline, and both are shown in the price and delivery panel on this page. If you are working toward an intake date, pick the speed that fits it there. The build covers the Education & Training flows, two connected systems and fifty test calls. Call minutes and number rental are paid in your own telephony accounts.
Can it call international applicants in another language?
Not within the standard build, which covers one language. Add the Additional Language Pack, $1,500, for a second language, including a glossary for course and qualification names and its own test calls. Course information in that language should be approved by someone on your team who reads it fluently.
What happens when an applicant asks to speak to admissions?
The call is transferred live to the admissions number you set for that flow, with a short summary of the conversation so the applicant does not repeat themselves. If nobody is free, it takes a message with the best time to call back and logs it in the student CRM.
Guides on this topic
All guides Call back every enquiry before the intake closes.
Order AI Voice Follow-Up for Education & Training and on a fixed delivery date quiet enquiries, unfinished applications and inactive learners each get a follow-up call from your team's number.
Works well with
Education & Training
AI Student Support Agent
Answers admissions, enrollment and student service questions.
Outbound
AI Outbound Calling Agent
Makes compliant outbound calls for reminders, confirmations and surveys.