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Automate Lead Conversion from Chatbot-Driven Workflows for Educational Institutions

Discover how Boltic is transforming the education industry by automating lead workflows and streamlining student engagement.

August 23, 2021
2 mins read

Introduction

In the fast-evolving education industry, where competition is fierce and expectations are high, personalized communication has become critical for converting prospective students into enrolments. Students today seek immediate and relevant responses to their inquiries, making it imperative for institutions to engage them effectively and efficiently.

To meet this demand, educational institutions are increasingly leveraging AI chatbots. These chatbots engage with prospective students in real-time, answering queries about courses, admission processes, scholarships, and more. While they excel at capturing valuable data—such as the student’s name, email, and the keywords of their inquiries—this information often remains underutilized.Despite collecting this rich data, many institutions face challenges in processing and acting on it promptly. Manual data entry into CRMs can be time-consuming and prone to errors. Additionally, the absence of real-time responses and tailored communication can lead to missed opportunities and disengaged prospects.

This is where Boltic steps in. Boltic’s AI-powered automation streamlines the entire process, creating seamless workflows for managing leads. From capturing chatbot data to transferring it to CRMs like Freshsales or Zendesk, and even generating personalized email follow-ups using GenAI, Boltic empowers educational institutions to enhance engagement and improve lead conversion rates effortlessly.

How it works?

  1. Chatbot Interactions: Prospective students initiate conversations with chatbots on an institution's website, asking questions about courses, fees, or application deadlines.
  2. Data Capture: The chatbot records essential information, including the student’s name, email, and keywords from their queries.
  3. Actionable Insight: This data becomes a valuable resource for the sales or admissions team, who need to act quickly to nurture these leads and provide tailored responses.

Challenges Without Automation

  1. Manual Data Entry: Entering data from chatbots into CRMs is labor-intensive and error-prone, slowing down the follow-up process.
  2. Delayed Responses: Without automation, the lag in responding to inquiries can result in lost leads, as students may turn to competing institutions for faster answers.
  3. Effort-Intensive Follow-Ups: Crafting personalised emails or outreach strategies manually demands significant effort, especially during peak admission seasons.

How Boltic Transforms Chatbot Data into Actionable Insights?

Educational institutions often face the challenge of turning prospective students' inquiries into actionable insights that drive engagement. Boltic is here to change the game. Let’s walk through how Boltic transforms chatbot interactions into a powerful engine for personalized outreach and seamless lead management.

Triggering the Workflow

Imagine a prospective student, Sarah, visiting your website and engaging with your chatbot to learn about "Masters in Data Science." As soon as Sarah starts the conversation, the chatbot springs into action and sends the collected data to a webhook.

  • Triggering the Workflow: A Boltic workflow is activated via a webhook as soon as the chatbot interaction begins, instantly capturing the prospect's details such as name, email, and query keywords.
  • Enriching the Data: With Boltic's GenAI integration, the captured query is analyzed and categorized based on keywords into either a support request or a prospect inquiry.
  • Applying Conditional Logic:
    • If the query is identified as a support request, the data is routed to the customer support team for immediate attention.
    • If the query relates to exploring a course, it is classified as a lead and prioritized for follow-up.
  • Generating Personalised Communication: Leveraging the GenAI node, a highly tailored email is generated, including all the relevant information specific to the prospect's query—such as course details, brochures, or event invitations.
  • Delivering the Email: Finally, the personalised email is sent directly to the prospect’s email address via the connected email account, ensuring prompt and relevant communication.

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Key Benefits for Educational Institutions

1. Enhanced Efficiency: Boltic eliminates manual data entry and automates workflows, saving valuable time for your team.

2. Personalised Outreach: Every communication is tailored to the student’s unique interests, fostering a stronger connection.

3. Higher Conversion Rates: Prompt and relevant responses keep students engaged and significantly boost the likelihood of enrollment.

4. Scalability: Whether it’s peak admission season or a high-volume campaign, Boltic scales effortlessly to manage increased traffic without straining resources.

Real-Life Example: Success Story

Copilot.live, a chatbot platform that leverages Boltic to power its workflows. By integrating Boltic's automation capabilities, Copilot.live has enabled its users to achieve remarkable results:

  • 70% Faster Response Times: Students now receive timely and accurate information, enhancing their engagement and satisfaction.
  • 35% Higher Conversion Rates: By automating personalized follow-ups, more inquiries are seamlessly converted into enrollments.

How to Get Started with Boltic?

Follow these simple steps to elevate your lead management process:

  1. Connect your chatbot to Boltic workflows using a Webhook.
  2. Set Up Integrations with CRMs like Freshsales or Zendesk.
  3. Leverage GenAI to craft personalised emails and outreach campaigns.
  4. Monitor and Optimise workflows regularly for peak performance.

Conclusion

In today’s competitive education landscape, timely and personalized engagement isn’t just an advantage—it’s a necessity. Boltic empowers institutions to achieve this with ease, turning chatbot data into actionable insights that drive meaningful connections and higher enrollments.

Start your journey towards smarter, automated lead management today with Boltic -Try Now.

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