Setting up Bob for education and training

Settings to start from

Setting	Recommended
Tone	Friendly and encouraging
Language	Match your student base
Greeting	Hi! Interested in our courses? I can help you find the right programme, check fees, or register your interest.

What belongs in your knowledge base

• Course list with duration, fees and start dates
• Entry requirements and prerequisites
• Class schedule and format — online or in person
• Payment options and instalment plans
• Certificates and accreditation information
• Trial class or open day information

Follow-up timing

Follow up on course enquiries after 24 hours, and after 3 days on unanswered registration interest.

When to hand off to a person

Hand off for customised corporate training requests, scholarship applications, and complaints about course content.

Test these before you go live

Send each of these to your agent and check the answer is one you would be happy for a customer to receive.

• "When is the next intake?"
• "Is there an instalment option?"
• "Can I get a certificate after completing?"
• "Do you offer a trial class?"

Frequently Asked Questions

How different is this from the generic setup?

The steps are the same — knowledge base, channel, tone, testing. What changes is what belongs in the knowledge base and where the escalation line sits, and those two decisions are most of the difference between an agent that helps and one that annoys.

Can I start from this and adjust later?

Yes. Everything above is a setting you can change at any time, and changes apply from the next message. Start here, then tune once you have read a week of real conversations.