Digital-First Operations for Enrolment, Engagement & Support
Converiqo connects growth, product, programme, and success teams with agentic workflows so demos, onboarding, cohorts, and support run on autopilot while humans focus on high-leverage interactions.
Pressure points
Challenges EdTech Teams Need to Retire
Automation keeps digital learning journeys predictable across marketing, product, and success.
Fragmented Enquiry & Demo Intake
Ads, webinars, affiliates, and marketplaces pour in leads, but counsellors chase spreadsheets, missing high-intent students.
Trial & Cohort Drop-Offs
Demo invites, reminders, and trial activations stay manual, so live classes run half-empty and freemium users never convert.
Support Backlogs Across Channels
Academic doubts, access issues, and billing queries flood WhatsApp, email, and in-app chat with no SLA visibility.
Limited Engagement Intelligence
Product, growth, and success teams lack a live view of attendance, completion, and drop-off signals to act early.
Content & Playbook Silos
Course FAQs, policy updates, and advisor scripts live in docs that are never current, slowing every conversation.
Renewal & Expansion Churn
Subscriptions, cohorts, and enterprise learning programs stall because nudges, feedback, and proof of outcomes aren’t systematic.
How Converiqo Runs Digital-First Learning Ops
Agentic workflows join marketing, product, and academic teams so enrolment, engagement, and support stay in sync.
Digital-First Growth Desk
Unify lead capture, demo orchestration, and enrolment workflows so inside-sales teams focus on advising, not clicking.
Learner Self-Service Hub
Give students and parents instant answers on courses, pricing, schedules, and progress across web, app, and messaging.
Support & Trust Control Tower
Track every academic doubt, access ticket, and compliance request with SLAs, ownership, and audit trails.
Engagement Intelligence Fabric
Blend product signals, campaign data, and VoC insights to nudge completion, renewals, and expansion.
Core module
Sales & Lead Engine
Digital funnels, demo workflows, and enrolment cadences run from one intelligent playbook.
Automation Flow
Sales / Lead Engine – Demo & Enrolment Pipelines
Capture demo requests, course enquiries, and subscription leads from ads, webinars, affiliates, WhatsApp, and partner marketplaces with automatic tagging.
Score prospects by learner profile, goal, urgency, segment (K-12, test prep, upskilling) and push prioritized queues to SDRs and counsellors.
Auto-orchestrate demo class scheduling, reminder cadences, and content drops so every enquiry experiences the product quickly.
Surface trial telemetry—lesson completion, assessment attempts, chat questions—to inform counsellor follow-ups.
Move each learner through enquiry → demo booked → attended → proposal → paid with SLA alerts, approvals, and collaboration tasks.
Trigger nurture flows for cold or long-cycle accounts using program launches, scholarships, and ROI proof tailored to segment.
Automation Flow
Customer Self-Service – Learner & Parent Portals
Provide instant responses on course structures, live class calendars, mentor availability, device requirements, and pricing tiers across chat, web widget, and in-app assistants.
Let prospects and students manage demos, convert trials, upgrade plans, and download invoices without waiting for human help.
Expose personalised recommendations for complementary programs, capstone projects, and elective tracks based on progress.
Publish recorded sessions, assignment timelines, exam slots, and certification criteria dynamically from the LMS.
Automate proactive nudges for attendance, assessment deadlines, fee reminders, and report downloads to keep journeys on track.
Sync support articles, policy updates, and onboarding checklists so community moderators, parents, and learners share the same source of truth.
Automation Flow
Ticketing System – Academic Doubts, Access & Billing
Convert every email, WhatsApp message, widget chat, or IVR call into a structured ticket with program, cohort, and priority tagging.
Route academic questions to teaching assistants, technical faults to platform squads, and billing escalations to finance with clear SLAs.
Offer guided workflows for login issues, certificate downloads, device compatibility, and LMS outages with status visibility for learners.
Trigger knowledge suggestions and reusable macros so agents close repetitive queries faster while keeping tone consistent.
Escalate sensitive tickets—parent complaints, refund appeals, compliance flags—to leadership with context-rich briefs.
Capture satisfaction pulses after every resolution to spot failing journeys and coach teams in real time.
Automation Flow
Knowledge Management – Content, Plays & Enablement
Centralize course FAQs, mentor bios, policy updates, and pricing guardrails so growth, academics, and support speak one language.
Version control onboarding scripts, advisory decks, and objection handlers that AI agents and humans can both reuse.
Auto-suggest relevant playbooks during conversations—demo talk-tracks for SDRs, troubleshooting trees for support, compliance clauses for finance.
Index help-center articles, product release notes, and curriculum changelogs with semantic search for teams and self-service portals.
Push contextual alerts when accreditation rules, payment plans, or curriculum outlines change so no one shares outdated info.
Track article usefulness, deflection rates, and gaps to prioritize new content that actually reduces human workload.
Automation Flow
Marketing Module – Engagement & Reactivation Journeys
Automate drip campaigns for demo reminders, trial activation nudges, bootcamp countdowns, and launch-day queues.
Segment outreach by learner intent, cohort, geography, or employer account to personalise subject lines, proof-points, and offers.
Blend WhatsApp, email, SMS, and in-app messaging to announce challenge sprints, hackathons, mentor AMAs, and success stories.
Trigger reactivation flows for paused learners with progress recaps, scholarship windows, or mastery badges to win them back.
Measure channel performance—opens, demos booked, revenue per program—and feed results back into budgeting and creative briefs.
Auto-generate social proof assets (quotes, completion stats, placement wins) that sales and community teams can deploy instantly.
Automation Flow
Workflow Automation – Cohort & Ops Orchestration
Sync admissions, product, and academics on seat availability, live class rosters, mentor allocation, and backlog tasks in one queue.
Automate cohort readiness checklists—curriculum uploads, sandbox access, instructor onboarding, compliance approvals.
Map every learner milestone (orientation, module checkpoints, assessments, capstones) to notifications, reviews, and escalation paths.
Connect billing, LMS, and CRM events so plan upgrades, freezes, or employer invoices update every downstream system instantly.
Stand up automation for B2B training orders: SOW approvals, learner provisioning, cadence reviews, and success reporting.
Tie workflow outcomes to dashboards so leaders see which cohorts need intervention before churn happens.
Automation Flow
Feedback / VoC – Learner Outcomes & Product Signals
Launch pulse surveys after demos, onboarding, live classes, and project submissions to catch friction early.
Capture NPS, CSAT, and qualitative notes by program, mentor, or delivery format to prioritise product and curriculum improvements.
Correlate feedback with engagement data—attendance, quiz scores, discussion activity—to target support where it matters.
Spin up employer or parent scorecards covering outcome proof, communication quality, and ROI metrics for enterprise and K-12 deals.
Route detractor signals into recovery playbooks while amplifying promoters into review, referral, and case-study workflows.
Pipe structured VoC directly into product, content, and marketing backlogs so teams close the loop with evidence.
Stakeholder outcomes
Benefits Across the EdTech Stack
Revenue, product, academic, and support teams share one automation foundation and one source of truth.
Founders & Growth Leaders
- Live command center for enrolment health, CAC payback, and cohort utilisation across geographies.
- Confident forecasts because demos, conversions, renewals, and upsells sit on one automation spine.
- Audit-ready trails for compliance, data privacy, and accreditation workflows.
Sales & Admissions Teams
- Prioritised lead queues with complete learner context, scripts, and assets.
- Automated reminder cadences and proposal flows lift conversion without extra headcount.
- Instant visibility into trial behaviour, funding status, and decision stakeholders.
Academic Operations & Program Managers
- Seat planning, mentor rosters, and cohort rituals run on predictable workflows.
- At-risk learners surface early through combined VoC and product telemetry.
- Templates for curriculum changes, certification logistics, and placement drives reduce firefighting.
Support & Success Teams
- Unified inbox for tickets, community chatter, and proactive nudges.
- Knowledge suggestions, macros, and AI summaries shorten handle time.
- Outcome dashboards tie satisfaction scores to renewal likelihood.
Learners, Parents & Employers
- Self-service access to progress, receipts, outcomes, and next best actions.
- Consistent answers regardless of channel or time zone.
- Transparent escalation and feedback loops build trust in digital delivery.
Data, Product & Revenue Ops
- APIs + webhooks keep CRM, LMS, billing, and analytics in sync.
- Experiment faster by cloning workflows across programs and markets.
- Governance guardrails ensure every automation is logged and reviewable.
Deployment fit
Capabilities for Every EdTech Model
From consumer subscriptions to enterprise learning partnerships.
Live & Cohort-Based Programs
Bootcamps and cohort platforms automate admissions, live session ops, and success reviews.
K-12 & Test Prep Platforms
Manage parent communication, hybrid batches, and counsellor workflows from one console.
Upskilling & Career Accelerators
Track learner readiness, placements, and employer deliverables with shared playbooks.
Enterprise & B2B EdTech SaaS
Coordinate multi-location rollouts, admin training, and usage expansion within enterprise accounts.
Subscription & Micro-Learning Apps
Blend product-led growth signals with human-led save plays for recurring plans.
Learning Marketplaces & Aggregators
Synchronise partner onboarding, catalogue updates, and revenue shares automatically.
Proof of impact
EdTech Operators See Real Momentum
Digital cohorts stay full and supported with Converiqo
36%
Increase in lead-to-enrolment conversion
2.4x
Faster demo scheduling & attendance
48%
Ticket resolution time improvement
3.2x
Lift in learner engagement touchpoints
Customer voice
“Converiqo connected our marketing, counsellor, and academic ops stacks. Demo attendance jumped, support queues shrank, and we finally see which cohorts need intervention before churn hits.”
Nikita Rao, COO, Luminate Learning
Need-to-know
Frequently Asked Questions
Answers for EdTech founders, revenue leaders, and program teams.
How can agentic AI transform EdTech company operations?
+
Agentic AI automates enrolment enquiries, improves student lifecycle management, and enhances communication across learning programs. It helps EdTech companies reduce manual effort and deliver smoother digital experiences to students and parents.
What challenges do EdTech platforms typically face today?
+
EdTech teams struggle with high enquiry volumes, support overload, low engagement, and inconsistent communication. Automation centralizes these processes, enabling better service delivery across courses, demos, and subscription plans.
Can automation boost student enrolments for EdTech programs?
+
Yes. Automation organizes lead qualification, demo scheduling, and follow-ups. It improves conversions for live classes, recorded programs, test-prep segments, and skill-based learning journeys.
How does AI improve learning engagement and student satisfaction?
+
AI provides structured updates, reminders, course progress nudges, and support responses. It keeps learners engaged, reduces drop-offs, and enhances overall experience across long-term and micro-learning pathways.
What KPIs should EdTech companies track through automation?
+
Important KPIs include lead-to-enrolment conversion, course completion rate, ticket resolution time, student satisfaction, and engagement frequency. Platforms like Converiqo provide clear visibility and improve operational decision-making.
How does Converiqo’s Sales Engine improve student enrolments?
+
Converiqo’s Lead Engine captures demo requests, course enquiries, and subscription leads. It qualifies learners effectively, assigns leads to counselors, and ensures faster follow-ups to increase enrolment rates.
How does Converiqo’s CSSE enhance EdTech student self-service?
+
Converiqo’s Customer Self-Service gives learners access to course FAQs, schedules, pricing, support articles, and account information. It reduces support tickets and improves the user experience for both new and existing students.
Why should EdTech companies use Converiqo’s Ticketing System?
+
Converiqo’s Ticketing System organizes academic doubts, login issues, billing queries, and course-access problems. It speeds up issue resolution and ensures a structured, trackable communication loop with learners.
How does Converiqo’s marketing module improve learning engagement?
+
Converiqo’s Marketing Module automates reactivation flows, learning reminders, challenge-based campaigns, and enrolment promotions. It increases student engagement and supports stronger retention across learning cohorts.
How do Converiqo’s workflow and feedback improve course quality?
+
Workflow Automation streamlines academic processes, while the Feedback/VoC module collects learner insights. Together, they help EdTech teams refine course content, improve platform usability, and enhance learning outcomes.
Digital learning excellence
Ready to Orchestrate Enrolment, Engagement & Support?
Plug Converiqo into your learning stack to unify demos, onboarding, cohorts, support, and renewals without rebuilding your CRM, LMS, or billing tools.