Agentic AI for Multi-Country Counselling & Applications
Converiqo keeps enquiries, counselling, documentation, offers, and visas in sync so study-abroad teams deliver guided experiences without drowning in admin.
Pressure points
Challenges Overseas Consultants Must Solve
Automation keeps counselling, documentation, and visa communication predictable across every intake.
Lead Flood Across Countries & Channels
Education fairs, ads, referrals, and WhatsApp chats overflow every intake, overwhelming counsellors before profiles are even qualified.
Intake & Deadline Chaos
Each university, course, and country follows its own timeline—missing one milestone derails student trust and revenue.
Document & Checklist Confusion
SOPs, LORs, transcripts, finance proofs, and visa documents bounce around email threads with no single source of truth.
Partner & University Updates
New requirements, quotas, and scholarship news rarely reach frontline counsellors in time to coach students accurately.
Status & Communication Blackouts
Students and parents chase updates across shortlisting, offers, visas, and accommodation while teams juggle dozens of spreadsheets.
Visa & Pre-Departure Escalations
Last-mile medicals, slots, forex, and housing queries surface at once, exposing gaps between counsellors, ops, and partners.
How Converiqo Orchestrates Study Abroad Operations
Agentic workflows connect counsellors, documentation desks, visa teams, and student communication so nothing slips through.
Pipeline & Eligibility Desk
Score, route, and nurture enquiries by intent, destination, and intake so advisors focus on the right conversations.
Student & Parent Self-Service Lounge
Provide instant clarity on countries, costs, timelines, and requirements without forcing counsellors to repeat themselves.
Ticketing & Compliance Tower
Make every document doubt, portal issue, or visa panic traceable with SLAs, ownership, and audit trails.
Intelligence & Forecast Fabric
Blend lead, application, offer, and visa data so leaders forecast revenue and intake readiness with confidence.
Core module
Sales & Lead Engine
Counselling funnels, shortlisting workflows, and application cadences run from one intelligent playbook.
Automation Flow
Sales / Lead Engine – Counselling & Application Pipelines
Capture enquiries from fairs, partner schools, webinars, paid campaigns, WhatsApp, referrals, and franchises with country/intake tagging.
Score prospects by academic fit, budget, urgency, preferred destinations, and test readiness before routing to senior or junior counsellors.
Automate counselling session booking, reminder cadences, and content drops (university decks, visa timelines, scholarships).
Track every learner journey from enquiry → discovery → shortlisting → paid application with SLA alerts and collaboration tasks.
Surface heat-maps of destination demand and counsellor workloads to rebalance staffing quickly.
Trigger nurture plays for cold or deferred students using new intakes, scholarship windows, or success stories.
Automation Flow
Customer Self-Service – Students & Parents
Offer 24/7 FAQs covering eligibility, intakes, tests, funding, accommodation, and visa basics in chat, portal, or WhatsApp flows.
Let students track shortlist approvals, application submissions, document checklists, and offer statuses without emailing counsellors.
Provide smart forms for uploading SOP drafts, financial proofs, and compliance docs with instant validation nudges.
Expose payment schedules (application fees, deposits, coaching bundles) with receipts and reminders synced to finance.
Deliver personalised timelines summarising next steps for each destination, including booking interviews and medicals.
Push alerts for webinars, visa camps, and pre-departure events with RSVP capture and follow-up content automatically.
Automation Flow
Ticketing System – Documents, Portals & Visas
Convert document confusion, portal logins, payment proofs, and visa-slot issues into tickets with priority and owner assignments.
Route academic content queries to counsellors, document QA to back-office, and visa compliance to specialised teams.
Integrate with DMS and CRM so ticket context shows submitted files, deadlines, and communication history.
Offer templated responses for repetitive doubts (CAS, I-20, biometrics) while preserving personalisation.
Escalate sensitive tickets—deadline breaches, scholarship risk, refusal appeals—to leaders with contextual snapshots.
Measure resolution speed, backlog, and satisfaction per intake to keep service quality predictable.
Automation Flow
Knowledge Management – Playbooks & University Intel
Centralise university briefs, course requirements, visa checklists, partner contracts, and fee schedules with access controls.
Publish advisor scripts, objection handlers, and best-practice decks so junior counsellors ramp faster.
Log policy updates (GTE, SEVIS, CAS, biometrics) with effective dates and auto-alerts to all stakeholders.
Embed document templates, SOP/LOR guidelines, and QA rubrics directly into counsellor workspace.
Track which articles and playbooks deflect tickets or boost conversion to prioritise fresh content.
Store alumni success stories, internship stats, and scholarship outcomes for marketing and counselling teams.
Automation Flow
Marketing Module – Engagement & Intake Campaigns
Automate webinar invitations, intake countdowns, and country-specific drip journeys across email, SMS, and WhatsApp.
Segment audiences by destination, budget, academic profile, or counsellor so messaging stays relevant.
Run reactivation plays for dormant enquiries using new scholarships, pathway programs, or visa success stories.
Promote university visits, alumni panels, and counselling days with RSVP capture and reminder loops.
Feed campaign performance (leads, counselling registrations, paid applications) back into spend decisions.
Auto-generate creative blocks—quote cards, offer counts, visa approvals—that sales can reuse instantly.
Automation Flow
Workflow Automation – Applications, Offers & Visas
Standardise counselling notes, shortlisting approvals, and application packs so nothing slips through when teams scale.
Auto-checklist every document stage with dependencies, reviewer assignments, and reminder cadences.
Sync application submissions, offer letters, and CAS/I-20 updates back into CRM + finance in real time.
Trigger visa workflows—slot booking, biometrics, medicals, forex—per destination with exception alerts.
Coordinate accommodation, travel, and insurance assistance via templated journeys before departure.
Publish intake health dashboards for leadership showing pipeline, offer rate, visas, and revenue by country.
Automation Flow
Feedback / VoC – Counsellor & Process Quality
Launch pulse surveys after counselling, application submission, offer receipt, and visa outcome to measure experience.
Capture NPS/CSAT by counsellor, destination, and channel to coach teams with evidence.
Collect qualitative insights on documentation pain points, portal usability, and partner responsiveness.
Spot churn risk early by correlating negative sentiment with stalled applications or unpaid fees.
Convert promoters into testimonial, referral, and alumni ambassador workflows automatically.
Share weekly VoC briefs with leadership linking sentiment to operational fixes and training needs.
Stakeholder outcomes
Benefits Across the Overseas Consulting Stack
Leadership, counsellors, operations, marketing, and students share one automation foundation and one source of truth.
Founders & Country Heads
- Single command center for leads, counselling, applications, visas, and revenue forecasts by country.
- Proof-ready audit trails for partner universities, compliance reviews, and franchise audits.
- Faster scaling into new markets with reusable workflows and knowledge assets.
Counsellors & Advisors
- Prioritised queues with 360° student context, documents, and next best actions.
- Automated reminders and content packs reduce manual chasing and duplicated work.
- Collaboration notes keep parents, students, and back-office perfectly aligned.
Application & Document Teams
- Structured checklists, QA stages, and approval workflows eliminate version chaos.
- Ticketing + knowledge suggestions shrink turnaround time for SOP/LOR reviews.
- Intake dashboards highlight bottlenecks before deadlines are missed.
Visa & Compliance Squads
- Every visa milestone—slot, biometrics, medicals, CAS—is tracked with owners and evidence.
- Escalations hit leadership immediately with context, reducing refusal risk.
- Templates for country-specific processes ensure consistent execution across teams.
Marketing & University Partnerships
- Campaign feedback loops tie leads, counselling turnout, and applications back to spend.
- Partner intel, scholarship news, and conversion metrics stay current and shareable.
- Referral, alumni, and sibling journeys run automatically to lower acquisition cost.
Students & Parents
- Transparent visibility into shortlists, tasks, offers, and visas on any channel.
- Reduced anxiety thanks to proactive alerts, document guidance, and ticket tracking.
- Consistent, professional experience that differentiates premium consultants.
Deployment fit
Capabilities for Every Study-Abroad Model
From boutique counsellors to large multi-country agency networks.
Multi-Country Study Abroad Agencies
Manage destination-specific teams, partners, and intakes from one automation backbone.
Boutique Premium Counsellors
Deliver concierge-level experiences with small teams by digitising every touchpoint.
Franchise & Partner Networks
Share playbooks, compliance, and reporting across distributed counsellor franchises.
Test Prep + Study Abroad Combos
Connect coaching cohorts to counselling desks with shared data and journeys.
Digital-First Counselling Platforms
Blend product-led workflows with human-led advisory for remote students.
In-House University Recruitment Teams
Coordinate agent partners, marketing, and admissions funnels for multi-country outreach.
Proof of impact
Overseas Consultants See Real Momentum
Pipelines stay healthy and students stay informed with Converiqo
38%
Lead-to-counselling conversion uplift
2.5x
Faster application stage progression
51%
Reduction in document ticket backlog
+29 pts
Increase in offer acceptance visibility
Customer voice
“Converiqo finally aligned our counsellors, documentation squad, and visa desk. Students get proactive updates, partners trust our data, and leadership plans intakes with real-time visibility.”
Rahul Deshmukh, CEO, Latitude Overseas
Need-to-know
Frequently Asked Questions
Answers for agency founders, counselling leaders, documentation heads, and partner managers.
How can agentic AI support overseas education consultants?
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Agentic AI automates lead qualification, follow-ups, and pipeline tracking. It helps consultants manage a high volume of queries across countries, courses, and intakes while reducing manual work and response delays for students and parents.
What operational challenges do overseas education consultants usually face?
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Consultants struggle with enquiry overload, document coordination, deadlines, university updates, and constant status queries. Automation centralizes these workflows, improves visibility, and frees counsellors to focus on guidance instead of repetitive administrative tasks.
Can automation improve application tracking across multiple universities?
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Yes. Automation keeps track of stages shortlisting, applications, offers, visas, and accommodation. It reduces missed steps, improves transparency, and helps teams provide clear, timely status updates to students applying to several universities and countries.
How does AI improve student and parent communication?
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AI ensures students receive structured updates on shortlists, next steps, document requirements, and timelines. It reduces confusion, avoids repeated questions, and delivers a more professional, guided experience throughout the overseas admission journey.
What KPIs should overseas consultants track using automation?
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Key KPIs include lead-to-counselling conversion, application completion rate, offer conversion, visa success, ticket resolution time, and satisfaction scores. Platforms like Converiqo help consultants monitor these metrics and link them to process improvements.
How does Converiqo’s Lead Engine boost student conversions?
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Converiqo’s Sales / Lead Engine captures enquiries from fairs, websites, referrals, and campaigns. It scores intent, tags destination preferences, and routes leads to the right counsellors—improving response speed and conversion into counselling and applications.
How does Converiqo’s CSSE support student self-service needs?
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Converiqo’s Customer Self-Service lets students view country options, basic requirements, timelines, FAQs, and status snippets. It reduces frontline load for counsellors and gives students clarity without awaiting repeated one-on-one responses.
Why should consultants use Converiqo’s Ticketing System?
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Converiqo’s Ticketing System converts issues like document confusion, portal access, payments, or deadline concerns into trackable tickets. It ensures every student request has ownership, priority, and closure, improving service reliability across intakes.
How does Converiqo’s marketing module nurture student interest?
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Converiqo’s Marketing Module automates webinar invites, intake reminders, country-specific campaigns, and reactivation flows. It keeps interested students engaged over long decision cycles and improves conversion from enquiry to actual applications and deposits.
How do Converiqo’s workflows and feedback improve consultancy quality?
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Workflow Automation in Converiqo standardizes counselling steps, document checklists, and application milestones. The Feedback / Survey module captures student sentiment, helping overseas consultants refine processes, improve counsellor performance, and deliver a more predictable admission experience.
Digital learning excellence
Ready to Orchestrate Counselling, Applications & Visas?
Plug Converiqo into your study-abroad stack to unify enquiries, counselling, documentation, offers, visas, and pre-departure without rebuilding existing CRMs or agency platforms.