WhatsApp AI Agent for Course Enquiries & Enrolments

Go to the AiSensy Signup Page. Create your account using either:

• Your Google account, or

• Your business email address by filling out the sign-up form.

Once signed up, Log in to AiSensy using the same Google account or email credentials.

Once you are logged in, navigate to and click on AI Agent available on the navbar on the left.

Fill in the details given below:

• Website (mandatory)

• Business type

• Anything special it should know? (optional)

• Business context (optional)

Once you fill these details correctly, proceed to hit '✨ Create agent' button. AiSensy automatically builds an agent trained on your business.

When you add your website, AiSensy AI engine auto-generates your business description. Set your agent's name, greeting, and a few ground rules it must always follow.

Fill the details given below:

• Website (fetched automatically)

• Agent/business name

• Greeting message (optional)

• Store currency

• Business type

• What the business does

• Ground rules

In this step, you have to tell the agent about your educational organization's website. You can submit this information in the form of PDF, DOC, TXT, or CSV files. The AI agent entirely relies on the kind of information you submit. Hence it always responds according to it and never gives generic replies.

Every source shows "Ready" once learned.

Perform the below mentioned steps:

• Crawl a page (website URL)

• Upload files (PDF, DOC, TXT, CSV - up to 50MB each)

• Paste text (policies, scripts, price lists)

For your reference, you can teach your agent to respond where students' queries include course descriptions, modules, duration, fees, prerequisites, teaching language, class format, schedules, certifications, and approved placement-support details.

This step is entirely optional. You can add images related to course comparison, learning roadmaps, and sample class visuals that can help students understand their options. These images do help students but they are not essential.

However, when you add your website, the WhatsApp AI Agent automatically fetches the images from it. You can control the visuals the agent can share in chat. 

Untick any image it shouldn't send.

You can:

• Create Image library (enable/disable per image)

• Search images

In this step, navigate to and open Add Skills. Check the prebuilt skills list first. If the skill you need isn't already available, then navigate to and hit 'Create custom' button. You can name it Courses, and pick Task skill as the type.

• What kind of skill is this (Task skill)

• Icon & name - Courses

• When should the agent use it?

• Instructions

• Add skills

Now, you must make sure that the instructions fed to the WhatsApp agent are clear and easy to understand. The agent behaves according to the instructions given to it.

One such template is:

“When a student asks ‘Which course should I choose?’, ask about their learning goals and current knowledge, one question at a time. Suggest suitable courses from the information provided and explain their syllabus, duration, fees, and learning format. If they need further guidance, connect them with a counsellor.”

Once you enter these instructions, the agent fetches the information around the instructions and replies accordingly. 

For more info, tap here to learn how to create a custom skill

Now that you have created the skill you need, it starts to appear in the Skills list. You can now switch it on, expand it to set your cut-off and where a qualified applicant should go, then hit Done.

All you have to go through is:

• Skills list

• Enable the courses skill

• Expand to configure its variables, templates & ads

• Skills enabled counter

Now you agent is well-taught and it knows how it should respond.

Before enabling the skill, you must configure the Courses skill to train your agent to ask about learning goals, current knowledge, and preferred schedules. The agent must be trained in a way that it is able to recommend suitable courses from the information provided and explain why they fit.

Connect your payment gateway so the WhatsApp AI agent closes sales with a secure payment link, right inside the WhatsApp chat.

• Payment gateway (Razorpay or PayU)

• Out-of-window template (optional)

This step is relevant only if you allow students to buy a specific course through the agent.

You can simply skip this step if the agent must only respond to course enquiries and recommendations. There will be no need of payment collection then. 

This step proves useful if you are running Click-to-WhatsApp ads promoting specific courses. This is how the agent knows which course prompted the enquiry.

Are you also running Click-to-WhatsApp ads?

If yes, the you can map each ad to a custom greeting & context, so the agent knows exactly which ad brought the customer in.

• Add ad (map ad → custom greeting & context)

• Ad ID

• Label

• Greeting (first message to user)

• Context (extra context for the agent)

• Discount honoured at checkout (optional)

• Products featured in this ad

You can set handoff triggers for students who are confused between courses, questions outside the knowledge base, special pricing requests, or request for a counsellor.

Fallback message: Write a reply for when the agent cannot find course information or retrieve details such as fees, schedules, or eligibility requirements.

Human handoff: Enable handoff for personalised course guidance, questions the agent cannot answer, enrolment or payment issues, and requests to speak with an admissions counsellor.

In this step, you get to decide what happens when the agent can't help. Write the fallback message, switch on Hand off to a human, and add the phrases that should pull a person into the WhatsApp chat. 

What you must fill:

• Fallback message

• Where your agent runs: up to 3 test numbers

• Hand off to a human: toggle

• Trigger phrases

• Handoff message

This is an optional step and depends on the flow. The step proves useful while checking live batch availability, booking a demo class, or sending enquiry details to an external CRM.

These actions let your agent fetch live information or complete tasks using connected tools and APIs - checking an order status, creating a CRM lead or booking an appointment.

Hit Add custom API action, tell it when to call it, then paste your cURL - the request fills itself in.

• Action name

• When should the agent call it?

• Paste cURL

• Request: method + endpoint URL

• Headers

• Params

• Body

• Auth

• Test call

Click on - Next: variables

Before your AiSensy-powered WhatsApp AI agent for courses goes live, you can test it.

You can test your agent based on course comparisons, schedule preferences, and cases where no course fits.

Please ensure that the agent doesn't invent courses or promise jobs, salaries, or certifications beyond the provided information.

You can chat with your agent before your customers do with AiSensy's 500 free AI messages for a trial.

Publish, switch the AI on & you are live.

• Test your Agent panel (Train/Live modes)

• Publish

• AI on/off toggle