Industry

AI for education and training

AI answers enrolment questions, turns course material into training content and keeps student records and follow-ups current, so staff spend more time teaching.

use cases: 27
tools: 8

Book a free consultation See the top use cases

known issues

Where the time goes today

Enquiries about courses, fees and start dates arrive outside office hours and go cold.
Course material sits in old slide decks and is slow to update.
Staff chase forms, payments and compliance records for each student by email.
Trainers answer the same admin questions every term.

start here

Top use cases

The jobs we would usually look at first for education and training, best first.

Sales
```
@--->[ ? ]
     |   |
   hot cold
```
Lead follow-up and qualification
Every new enquiry gets a reply by text or email within minutes, a few qualifying questions, and a booked call if it is a good fit.
Voice/chat agent
Customer service
```
[@]--->[..]
 |      |  
[ok]<--'   
```
Email and chat support agent
An AI agent answers routine customer emails and chats from your help docs and order data, then hands anything unusual to your team with notes.
Voice/chat agent
HR and people
```
 SOP  -> Q1
 ===  -> Q2
 ===  -> ok
```
Training content built from SOPs
Your written procedures become short training modules, checklists and quizzes, kept in step with the SOPs as they change.
Agent
Company-wide
```
      [3] 
   [2]    
[1]       
```
AI training and adoption programs
Hands-on AI training built around your team's real tasks, with a shared prompt library and a practice assistant so new habits last beyond the workshop.
Company assistant
Company-wide
```
.--------.
| ask me |
'-.------'
```
Company AI assistant on your own knowledge
A private assistant in Slack, Teams or the browser that answers staff questions from your own policies, files and wikis, with a link to the source.
Company assistant
Finance
```
       !!! 
    !!  |  
 !  |   |  
```
Collections follow-up by risk
Overdue invoices are sorted by risk and each customer gets a reminder that fits their history, written in your tone and sent after a person signs off.
Agent
Company-wide
```
 o   o   o 
/|\ /|\ /|\
-- notes --
```
Meeting assistant
AI joins your client and internal calls, writes accurate notes, drafts the follow-up email and files the summary in your CRM or shared drive.
Agent

20 more entries

More use cases for education and training

Sales
```
+--+--+--+
|ok|ok|ok|
+--+--+--+
```
CRM logging and clean-up
Logs calls, emails and meeting notes to the right CRM record, fills in missing fields and merges duplicates, so the pipeline reflects what really happened.
Automation
Sales
```
 .-->--. 
|  up+  |
 '--<--' 
```
Renewal and upsell alerts
Watches usage, billing and support history to warn account managers about renewals at risk and customers ready for more, with a drafted next step.
Agent
Sales
```
(( o ))
~^~^~^~
[+]  [-]
```
Sales call coaching
Recorded sales calls are checked against your own playbook, so each rep gets a short note on what went well and the one thing to change next time.
Custom app
Marketing
```
Aa ~~~~~~
   ~~~~~ 
   ~~~ _|
```
On-brand content drafts
Drafts emails, social posts and blog outlines that follow your brand guide, product facts and past best work, so the team edits instead of starting blank.
Company assistant
Marketing
```
<title>~~~
 .-.  ~~~~
( q ) ~~~~
```
SEO page creation and refresh
Finds the search terms your customers use, drafts new service and location pages, and refreshes old pages that are slipping, all from your own facts.
Agent
Marketing
```
" claim " 
  ? -> [v]
  ? -> [x]
```
Brand and claims checks before publishing
Checks ads, emails and web copy against your brand rules and the advertising rules for your sector, and flags risky claims before anything goes live.
Custom app
Marketing
```
M T W T F
# . # . #
post 9:00
```
Social media planning and scheduling
A month of social posts drafted from your news, offers and photos, laid out on a calendar for approval, then scheduled on each platform.
Agent
Customer service
```
 [t][t][t] 
   \ | /   
  [=====]  
```
Help articles written from solved tickets
Finds questions your team answers again and again, then drafts help-center articles from the best solved tickets for an editor to approve.
Agent
Customer service
```
 :)  :|  :(
 ----.     
     '--> !
```
Sentiment and churn-risk alerts
Reads support conversations for frustration and cancellation signals, and alerts the account owner while there is still time to fix things.
Automation
Customer service
```
+------+
|[x]___|
|[ ]___|
```
Patient and client intake
Intake forms, emails and scanned documents are read, checked for gaps and entered into your practice system before the first appointment.
Automation
Customer service
```
[1]>[2]>[3]
 ok  ..  .
   next ->
```
New customer onboarding
Each new customer gets a tracked onboarding plan: kickoff booked, documents and data collected, setup steps chased, and stalled accounts flagged.
Agent
Finance
```
 [rcpt] ?  
   |   v   
 [ok]  [x] 
```
Expense checks against policy
Every expense claim is checked against your written policy, with receipts read and clear notes on what breaks the rules, before a manager approves it.
Automation
HR and people
```
 > leave?  
 < policy  
   [s.3.2] 
```
Policy and benefits assistant in Slack or Teams
Staff ask leave, benefits and policy questions in Slack or Teams and get an answer from your own handbook, with a link to the exact section.
Company assistant
HR and people
```
 = = = = = 
  \ | | /  
   [sum]   
```
Performance review summaries
Managers get a balanced first draft of each review, built from goals, feedback and one-to-one notes, with every point linked to its source.
Custom app
IT
```
.---------.
| ******  |
'--> [ok]-'
```
Helpdesk agent for password resets and access requests
A chat agent in Slack or Teams that verifies staff, resets passwords, clears lockouts and routes access requests to the right approver.
Voice/chat agent
IT
```
$ seats    
[#][#][ ]  
[#][ ][-]  
```
License and SaaS spend audits
A purpose-built dashboard that matches every software charge to real logins, flags unused seats and duplicate tools, and lists renewals before they bill.
Custom app
IT
```
  .--.  == 
 ( ?  ) == 
  '--'\ == 
```
Internal knowledge search
An assistant that answers staff questions from your wikis, shared drives and old tickets, links to the source, and says so when it does not know.
Company assistant
Legal and compliance
```
 Q: leave? 
 A: s.7.2  
 [cited]   
```
Policy Q&A with clause citations
Answers staff questions about your handbook, policies and procedures in plain words and quotes the exact clause each answer comes from.
Company assistant
Leadership
```
 _______  
|BOARD  |]
|PACK___|]
```
Board pack assembly
AI gathers the month's financials, KPIs and department updates into your board pack template, drafts the commentary and tracks what is still missing.
Agent
Leadership
```
[x] decide
[ ] assign
[ ] follow
```
Meeting decisions and action tracking
Every decision and action from your leadership meetings is logged with an owner and a due date, then chased in your task tool until it is done.
Automation

integrations

Tools we connect to

Systems businesses like yours commonly run. Wherever it can, the AI works inside the tools your team already uses. If yours is not listed, ask: most tools with an API can be connected.

Moodle
Canvas
TalentLMS
Google Workspace
Microsoft 365
HubSpot
Zoom
Xero

cd ..

Other industries

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Working with teams in the United States, United Kingdom and Australia.

.-------------------------.
| > what should AI do     |
|   for your business?    |
|                         |
| $ triage the inbox_     |
'-------------------------'