AI answers eligibility, duration, fee, and document questions, gathers qualification details, and books a consultation. Complex cases always go to an adviser.
Suitable for: Universities and academies, immigration consultants, training centres, coaching businesses, and professional consultants
The conversation flow a customer actually experiences, end to end.
Someone messages asking about a course, degree programme, visa pathway, or coaching service, often after seeing an ad or getting a referral from a past student or client.
The AI answers from trained programme information, entry requirements, duration, fees, and what documents are typically needed, the questions that would otherwise fill your front-desk inbox every day.
Background, goals, and timeline questions (current qualification, target intake, budget, or case type for consultants) help the AI understand fit and route the enquiry appropriately.
For programmes or cases with clear requirements, the AI can share a standard checklist of documents needed to get started, saving your team from repeating the same list on every call.
Qualified prospects are offered a real slot with an adviser or counsellor through Cal.com, so the first real conversation happens with someone who already has context.
Anything involving a specific legal, visa, or case-by-case judgment call is flagged and escalated. The AI shares general information; it never gives individual legal or immigration advice.
The AI should share published eligibility criteria, fees, and document checklists, general information anyone could find in your prospectus or process overview. It must not assess an individual's specific case, predict a visa or admission outcome, or give legal advice. Route any case-specific question to a licensed adviser or counsellor.
Everything you need to configure LeadCeleris for education and consulting businesses, in order.
Link the WhatsApp Business number used for admissions, enrolment, or consultation enquiries under Channels. Many education and consulting businesses run this alongside a general enquiries email; WhatsApp is usually where prospects expect the fastest answer.
Add each programme or service with eligibility criteria, duration, fees, intake dates, and standard document requirements. For consultants, add general eligibility categories and process overviews rather than case-specific guidance.
Configure the AI to ask the background and timeline questions your counsellors normally start with, current qualification and target intake for an academy, or case type and urgency for a consultant, so the first human conversation starts further along.
Set up Cal.com event types for consultation calls, campus visits, or discovery sessions, mapped to the right adviser or counsellor if you have more than one. Qualified prospects book directly into real availability.
Add escalation rules for legal or visa-specific questions, refund disputes, and any prospect explicitly asking to speak to a licensed adviser. These should always reach a qualified human, never a generated answer.
Run through a full enquiry as a prospect would: ask about eligibility, request the document checklist, and try to book a consultation. Confirm escalation triggers correctly on a case-specific question before opening it to live traffic.
No. It shares general, published eligibility criteria only. Individual case assessment always goes to a licensed adviser or admissions counsellor; this is a hard rule, not a configuration option we recommend disabling.
Train the AI on your current cohort dates and enrolment status. As dates fill or change, update the knowledge base so the AI never offers a spot that no longer exists.
Yes. Map Cal.com event types per programme or adviser, and the AI books the qualified prospect directly with the right person instead of a general queue.
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Read the guideStart free, train the AI on your business, and follow the setup guide above from your own dashboard.
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