Education use case

Attendance & Retention Agent AI Agent

Automate attendance monitoring and retention outreach across WhatsApp, Voice while improving retention and reducing drop-offs.

Example: Attendance & Retention Agent that nudges at-risk students and routes to counselors.

Channels: WhatsApp · Voice Outcomes: Improved retention · fewer drop-offs
Enterprise security
Prebuilt integrations
Go-live in weeks
Omnichannel
Teams

Admissions, Counseling, Finance, Student Support

Entry points

Website widget · Inbound number · WhatsApp deep link · Email · Student portal

Deployment

Secure actions, supervised handoff, and full audit trails.

Who it's for

Built for teams that need speed and control

Admissions Counseling Finance Student Support WhatsApp Voice Website widget Inbound number WhatsApp deep link Email Student portal
What it does

Outcomes-first jobs your buyers care about

Monitor attendance

How: Tracks attendance dips by course.

Outcome: Early intervention

Send nudges

How: Personalized reminders and support.

Outcome: Improved attendance

Route to counselor

How: Books counselor call for at-risk students.

Outcome: Better retention

Capture reasons

How: Logs barriers like health or finances.

Outcome: Targeted support

End-to-end workflow

Step-by-step flow buyers expect to see

  1. 1

    Trigger: attendance drop

    Below threshold.

  2. 2

    Outreach

    Nudge student.

  3. 3

    Capture reasons

    Barriers logged.

  4. 4

    Action

    Counselor booking.

  5. 5

    Exceptions

    High-risk escalations.

  6. 6

    Wrap-up

    Retention notes.

Sample conversations

Real scenarios with clear resolution paths

Scenario A: Happy path: student responds WhatsApp

Agent: We noticed low attendance. Need support?

Student: Yes, I had health issues.

CRM note: Attendance risk due to health. Counselor booked.
Scenario B: Edge case: no response SMS

Agent: Please reply if you need support. Counselor available.

CRM note: No response; follow-up scheduled.
Scenario C: Escalation: critical risk Voice

Agent: Escalating to retention team for urgent support.

CRM note: Critical retention risk escalated.
Integrations

Systems connected with secure actions

Systems of record

CRM, LMS, SIS

Service stack

Ticketing, Knowledge base

Comms

WhatsApp, Email, Voice, Web chat

Action tools

Counselor scheduling, Payment links, Document upload, SIS, CRM

Supported methods: API · Webhooks · RPA fallback Data sync: Read + write
Guardrails & controls

Enterprise readiness built in

Role-based access with OTP or SSO for sensitive actions
PII redaction and masked views for IDs and payment details
Policy-locked response blocks for compliance language
Sentiment and risk thresholds that trigger human takeover
Full transcripts, action logs, and disposition codes
QA sampling, scorecards, and prompt/version control
KPIs & measurement

What you will improve

Lead-to-application

Inquiries that submit applications.

Counselor booking

Booked counseling sessions.

Enrollment yield

Admitted students who enroll.

Fee collection rate

On-time payments per cycle.

Overdue rate

Delinquent accounts per cohort.

Student ticket SLA

Time to resolve support issues.

Attendance risk

At-risk students identified.

CSAT/NPS

Student satisfaction scores.

Configuration

Flexible to your policies, tone, and tools

Intents and flows
Tone and brand voice
Knowledge sources (FAQs, SOPs, policy docs)
Eligibility and routing rules
Dispositions and tags
Languages and accents (voice)
Business hours, SLAs, and fallback policies
Implementation plan

A phased rollout with clear deliverables

Week 0

Discovery + call listening

  • Workflow map and intent list
  • SOP alignment and compliance notes
  • Success metrics and QA plan
Phase 1

Pilot on 1 channel + 1 workflow

  • Agent prompts and guardrails
  • Test cases and failover scripts
  • Live dashboard with baseline KPIs
Phase 2

Expand intents + integrate systems

  • System actions and data sync
  • Multi-channel coverage
  • Supervisor playbooks
Phase 3

Optimize + scale

  • Continuous QA coaching
  • A/B tested prompts and flows
  • Governance and reporting
FAQs

Buyer objections, answered

How do you handle exceptions?

The agent routes exceptions to a human with full context, suggested next steps, and a clear disposition.

What happens when the agent is unsure?

It asks clarifying questions, consults the approved knowledge base, or escalates based on confidence thresholds.

Can we restrict what it can say or do?

Yes. Guardrails lock sensitive responses and require approvals for authenticated actions.

How are transcripts stored?

Transcripts and action logs are stored with retention controls and audit access.

How does handoff work with our CRM or ticketing?

The agent writes structured notes, tags, and next steps directly into your system of record.

What languages and accents are supported for voice?

Major Indian and global languages with configurable voice and accent options.

See this agent live on your workflow

See the agent live with your data, policies, and channels.

Deploy an AI-supervised agent for your highest-volume workflow.

We consult, design, build, and manage the agent end-to-end.