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EdTech, name withheld

Tutoring and learning center (name withheld)

A website chat concierge that vets enquiries, answers questions, escalates and books straight onto the calendar

  • Lead Generation
  • Workflow Automation
3
Consults booked in the first week live
$2,000
Revenue attributed to those bookings in month one
New
The website had no self-serve booking path before this

The challenge

The website worked like a brochure. Visitors with a question or who wanted a consult had to leave a message and wait.

  • New-family enquiries arrived through a contact form and went unanswered until staff got to them.
  • Existing clients with simple questions about policies and hours waited in the same inbox as new leads.
  • Booking a consult meant back-and-forth email to find a time.

What we built

5 connected parts, one system

  1. Part 1

    1. Inbound

    • The chat concierge responds as soon as a visitor starts typing, with no form and no wait.
  2. Part 2

    2. Understanding

    • An AI model, orchestrated through n8n, reads the message, works out the request and routes it.
  3. Part 3

    3. Routing

    • New enquiries are vetted and qualified.
    • Existing-client questions about policies and hours are answered directly.
    • Account-specific or sensitive questions are escalated to a person by email rather than answered with a guess.
  4. Part 4

    4. Booking

    • Qualified conversations book directly onto the team's live calendar.
  5. Part 5

    5. Record and report

    • Every conversation is logged, and a KPI dashboard shows volume and outcomes.

Systems and tools involved

  • GPT-4o-mini
  • n8n
  • Live team calendar
  • Email escalation
  • KPI dashboard

Architecture

The system, drawn as we built it

Results

What changed

  • Verified

    3

    Consults booked in the first week live

  • Verified

    $2,000

    Revenue attributed to those bookings in month one

  • Qualitative

    New

    The website had no self-serve booking path before this

Notes

  • These are early figures from the first weeks of Phase 1. They are not projections or scaled figures.
  • An email enquiry agent was built on the same pattern. It is ready but intentionally not switched on until the current-client lookup it depends on is reliable enough to run safely.

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