Outbound Counseling Agent AI Agent
Automate outbound counseling and nurturing across WhatsApp, Voice, Email while improving enrollment rate and reducing decision cycle time.
Example: Outbound Counseling Agent that nurtures leads, answers objections, and schedules counselor calls.
Admissions, Counseling, Finance, Student Support
Website widget · Inbound number · WhatsApp deep link · Email · Student portal
Secure actions, supervised handoff, and full audit trails.
Built for teams that need speed and control
Outcomes-first jobs your buyers care about
Nurture inquiries
How: Personalized follow-ups based on interest.
Outcome: Higher engagement
Handle objections
How: Explains fees, placements, or scholarships.
Outcome: Faster decisions
Chase documents
How: Reminds about pending application docs.
Outcome: Reduced drop-offs
Schedule counseling
How: Books calls with advisors.
Outcome: Higher enrollments
Step-by-step flow buyers expect to see
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1
Trigger: incomplete application
Lead is inactive.
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2
Outreach
WhatsApp/voice follow-up.
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3
Objection handling
Fees, placements, ROI.
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4
Action
Schedule counselor call.
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5
Exceptions
Low intent to drip.
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6
Wrap-up
Update CRM.
Real scenarios with clear resolution paths
Agent: Can I book a 15-min counseling call?
Student: Yes, tomorrow.
Student: Fees are high.
Agent: We have installment plans and scholarships.
Parent: Need placement stats.
Agent: Connecting you to admissions head.
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, CRM, WhatsApp
Enterprise readiness built in
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.
Flexible to your policies, tone, and tools
A phased rollout with clear deliverables
Discovery + call listening
- Workflow map and intent list
- SOP alignment and compliance notes
- Success metrics and QA plan
Pilot on 1 channel + 1 workflow
- Agent prompts and guardrails
- Test cases and failover scripts
- Live dashboard with baseline KPIs
Expand intents + integrate systems
- System actions and data sync
- Multi-channel coverage
- Supervisor playbooks
Optimize + scale
- Continuous QA coaching
- A/B tested prompts and flows
- Governance and reporting
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.