# Student Inquiry & Enrollment Agent

Canonical: https://synconai.com/ai-agents/student-inquiry-and-enrollment-agent

Type: Industry AI Agent for Salesforce · Category: Industry agents · Status: Coming soon · Talks to customers

A customer-facing agent on the tutoring center website and WhatsApp that answers course questions, captures the parent's details and the student's needs, recommends a program and books a trial lesson. It keeps evening and weekend inquiries moving instead of waiting for the next business day.

- Works with: Parents and guardians; students over 16 only with a parent contact captured
- Where: Enhanced Chat v2 on the website, WhatsApp via Messaging
- Runs on: Sales Cloud or Service Cloud with Messaging, Agentforce. Education Cloud not required
- Best fit: Education: private tutoring centers and supplementary K-12 providers

## How it works

- **Program information.** Answer course, schedule and fee questions from records and the Data Library.
- **Inquiry capture.** Collect parent contact, student year level, subjects and preferred day with consent.
- **Trial lesson booking.** Offer up to three slots and book one.
- **Escalation.** Hand off complaints, refunds and special learning needs.

## The rules it follows

- Never collect a child's email or mobile. If the user says they are an under-18 student, ask them to bring a parent or guardian.
- Escalate complaints, refunds, special learning needs, or after two consecutive questions the agent cannot answer.
- Keep only a conversation summary on the Lead; use Einstein Trust Layer masking for names in logs.
- Every completed inquiry produces one Lead with consent, year level and subjects; no duplicates for repeat contacts.
- Refunds, complaints and special needs escalate with a summary.

## What we need from you

- Agentforce, Messaging and Omni-Channel enabled in the org; WhatsApp Business number if WhatsApp is used.
- Programs, prices, brochures, tutor availability and approved WhatsApp templates.

## Not included

- Payment collection and invoicing for enrollment.
- Placement testing.
- Integration with TeachWorks or any external student system.

## FAQ

### What does the Student Inquiry & Enrollment Agent do?

A customer-facing agent on the tutoring center website and WhatsApp that answers course questions, captures the parent's details and the student's needs, recommends a program and books a trial lesson. It keeps evening and weekend inquiries moving instead of waiting for the next business day.

### Which Salesforce products does it run on?

Sales Cloud or Service Cloud with Messaging, Agentforce. Education Cloud not required. Confirm editions and licenses with your Salesforce account team.

### Where do people use it?

Enhanced Chat v2 on the website, WhatsApp via Messaging.

### What does it not do?

Payment collection and invoicing for enrollment; Placement testing; Integration with TeachWorks or any external student system.

### Is there a demo?

Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.

Confirm editions and licenses with your Salesforce account team.

All agents: https://synconai.com/ai-agents
Contact: https://synconai.com/contact-us