Business Playbooks
Industry playbook: schools, courses and training providers
Answer admissions questions, share course details from documents, capture student leads and book consultations.
Business goal
Respond to prospective students and parents at any hour, give accurate course information, and book consultations with your admissions team.
BaTimo features used
Knowledge documents, website knowledge, lead collection, bookings, handoff, multiple languages.
Configuration steps
- Knowledge: upload brochures, fee schedules and calendars; connect your website sitemap so the assistant can share verified course pages.
- Languages: list every language you teach or support, with the main one first.
- Lead fields: collect Name, Phone, Email, and custom fields "Course of interest" (Text) and "Preferred start date" (Date).
- Consultations: create a service "Admissions consultation" (30 min) and add admissions staff.
- Handoff: hand off for scholarship requests, special needs or payment issues, and notify admissions.
- Channels: Instagram, WhatsApp and Web Chat. Add a flow with buttons Courses, Fees, Book a consultation.
Customer journey
- A parent messages "How much is the evening English course?".
- The assistant answers from your fee document and offers a consultation.
- They book, a lead with the course and start date is saved, and admissions is notified.
Tips
- Version your documents by term and remove outdated ones.
- Test with questions in each supported language.
Limitations
- Enrollment, payments and student records are outside BaTimo.
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Industry playbook: gyms and fitness academies
Handle membership questions, class bookings, trial sign-ups and lead capture for a gym or fitness academy.
Industry playbook: service businesses
Qualify requests, give clear service information, book visits or consultations and hand complex cases to your team.