Student studying in a library
Edtech and test prep

Automate the operations behind every learner, from first lead to final result

AI agents that take over the repetitive work in admissions, content, student support and finance, on the tools your teams already use. Already running at edtech companies.

16
Edtech workflows we automate end to end
70%
Average efficiency gain on automated workflows
60%
Faster query resolution in Hindi and English
85%
Less manual data entry across forms and invoices

Why now

At edtech scale, growth adds headcount. Automation breaks that link.

Counsellors chasing leads, editors re-typing classes and ops teams reconciling sheets. We automate that work inside the CRM, LMS, helpdesk and WhatsApp you already run.

Admissions and sales

Leads from YouTube, the app and ads wait hours for a counsellor. Follow-ups, payment links and batch allocation are done by hand, so headcount grows with every campaign.

Content operations

Every live class is re-cut, re-typed into notes, turned into MCQs and translated by a team of editors. Output is capped by how many people you can hire.

Support and back office

Access issues, refunds, faculty payouts, invoices and GST reconciliation run on spreadsheets and inboxes, and the cost to serve each student rises with scale.

The workflows

Sixteen workflows, organised by the team they free up

Admissions and sales
Workflows 01 to 04

Admissions and sales

Respond to every lead in minutes, not hours

The cheapest enrolment is the lead you already paid for. Four workflows that make sure no lead waits and every counsellor hour goes to a real conversation.

01

Lead capture, scoring and routing

The problemLeads arrive from YouTube, the app, ads and webinars into different sheets, and counsellors call them in the order they happen to see them.

What we automateOne pipeline that captures every lead the moment it arrives, de-duplicates it, enriches it with app, video and test behaviour, scores its likelihood to enrol and routes it to the right counsellor in your CRM.

  • Every lead in the CRM instantly
  • Counsellors call the hottest leads first
  • No lead left untouched
02

WhatsApp follow-up and payment links

The problemReminders, brochures, fee details and payment links are sent manually, and follow-up stops after the second attempt.

What we automateAn AI assistant on WhatsApp that answers course and fee questions in Hindi and English, sends brochures, demo-class links and payment links, and keeps following up on a schedule until the learner enrols or opts out. Hands over to a counsellor with the full chat attached.

  • 24x7 replies in Hindi and English
  • Follow-ups that never stop early
  • Payment links sent at the right moment
03

Counsellor call summaries and QA

The problemManagers listen to a handful of sales calls a week, and objections and mis-selling go unnoticed.

What we automateEvery counselling call transcribed in Hindi, English and Hinglish, summarised into the CRM, and scored against your script. Daily flags, objection trends and coaching clips for team leads.

  • 100% of calls summarised
  • CRM notes filled automatically
  • Coaching based on real calls
04

Enrolment and batch allocation

The problemAfter payment, an ops team creates the account, assigns the batch and sends the welcome kit by hand.

What we automateThe moment a payment clears, the student is created in the LMS, assigned to the right batch and language, added to groups and sent onboarding messages, with exceptions sent to a person for approval.

  • Zero manual enrolment entry
  • Batch allocated in seconds
  • Clean data from day one
Content operations
Workflows 05 to 08

Content operations

More content from the same faculty and editors

Content is the product, and most of the work around a class is repetitive. Four workflows that turn every hour of teaching into many hours of material.

05

Class to notes, MCQs and shorts

The problemEditors re-watch every live class to write notes, frame questions and cut highlight clips.

What we automateEach recorded class is transcribed and turned into structured notes, MCQs with answers and explanations, flashcards and short-video cut points, ready for faculty to review and publish.

  • Notes and MCQs within hours of class
  • Shorts cut points suggested
  • Faculty review, not rewrite
06

Current affairs drafting

The problemA team reads newspapers and government sources every morning to write the daily current affairs PDF and quiz.

What we automateDaily drafts of current affairs summaries, exam-relevant notes and quizzes from trusted sources, tagged by subject and exam, with sources cited for faculty to verify and publish.

  • Daily drafts ready by morning
  • Tagged by exam and subject
  • Sources cited for review
07

Translation and regional versions

The problemEach course has to be re-created in Hindi and regional languages, so most content ships in only one or two.

What we automateTranslation of notes, tests and subtitles into Hindi and regional languages using exam-specific glossaries, plus voice dubbing for videos, with a reviewer approving each piece.

  • New languages without new teams
  • Exam terms translated consistently
  • Reviewer in the loop
08

Test paper checking

The problemWrong answer keys and duplicate questions reach students and trigger complaints and re-tests.

What we automateAutomated checks on every mock test before release: answer-key verification, duplicate and near-duplicate detection, difficulty balance and syllabus coverage, with issues flagged for the setter.

  • Fewer answer-key errors
  • Duplicates caught before release
  • Balanced, on-syllabus papers
Student support
Workflows 09 to 12

Student support

Resolve most student requests without a ticket queue

Support volume grows with every batch. Four workflows that answer, fix and follow up automatically, and send only real exceptions to your team.

09

Query and ticket resolution

The problemLogin, schedule, recording and certificate questions fill the helpdesk and WhatsApp in several languages.

What we automateAn AI agent on WhatsApp, in-app chat and email that answers from your FAQs and policies and checks the student's account in the LMS before replying. Anything it cannot resolve becomes a ticket with the full context.

  • Most queries resolved instantly
  • Hindi and English support
  • Tickets arrive with full context
10

Access, refund and transfer requests

The problemCourse access fixes, batch transfers and refunds bounce between support, ops and finance for days.

What we automateRequests checked against your policy and the student's payment and usage history, fixed automatically when they qualify and routed for approval when they do not, with the student updated at each step.

  • Policy applied consistently
  • Days cut to minutes
  • Every decision logged
11

Onboarding and class reminders

The problemStudents miss the first classes and tests because reminders go out late or not at all.

What we automatePersonalised onboarding journeys and reminders for classes, tests and deadlines on WhatsApp, SMS and email, triggered by the timetable and each student's activity.

  • Higher first-week attendance
  • Reminders that follow the timetable
  • No manual broadcast lists
12

Feedback and churn alerts

The problemDrop-off is noticed at renewal time, when it is too late to win the student back.

What we automateFeedback collected after classes and tests, plus a model that flags students whose attendance, scores or engagement are slipping, so counsellors and mentors can step in before renewal.

  • At-risk students flagged early
  • Feedback summarised for faculty
  • Higher renewals
Finance and HR ops
Workflows 13 to 16

Finance and HR ops

Payouts, books and reports that run themselves

Faculty payouts, invoices, payment gateways and GST create a monthly scramble. Four workflows that close it with people approving only exceptions.

13

Faculty scheduling and payouts

The problemClass schedules, attendance and per-session rates are tracked in sheets, and payouts are calculated by hand every month.

What we automateFaculty schedules generated from batch plans and availability, sessions logged from the LMS, and payouts calculated by your rate rules, with statements sent to each faculty member and posted to accounts.

  • Payouts calculated automatically
  • Fewer disputes with faculty
  • Schedules without clashes
14

Invoice processing

The problemVendor, marketing and studio invoices arrive as PDFs and emails and are keyed into accounts by hand.

What we automateDocument AI that reads invoices in any format, validates them against purchase orders and GST rules, and posts them to Tally, Zoho or your ERP for approval.

  • 85% less manual data entry
  • Invoice backlog cleared
  • GST checks built in
15

Payments and GST reconciliation

The problemGateway settlements, refunds, EMIs and GST filings are matched line by line in spreadsheets.

What we automateEvery gateway settlement, refund and EMI matched to the student and order, with mismatches flagged and GST data prepared for filing every month.

  • Books reconciled daily
  • Mismatches caught early
  • Filing-ready GST data
16

Daily MIS and leadership reports

The problemAnalysts pull numbers from the CRM, LMS and payment systems to build the morning report by hand.

What we automateEnrolments, revenue, collections, attendance and support metrics compiled every morning across systems, with a copilot that lets leaders ask questions of the data in plain language.

  • Reports ready every morning
  • One view across systems
  • Ask your data anything

Where to start

Start with one workflow, prove the number, then scale

Admissions follow-up or student support usually shows a measurable result within six weeks. Once the first workflow is live, the rest plug into the same integrations.

Weeks 1 to 6

Prove the number

Lead capture and WhatsApp follow-up, or support ticket resolution, on one course, measured against the current process.

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Months 2 to 3

Scale the front office

Call summaries and QA, enrolment automation, refunds and transfers, reminders.

03041011
Months 3 to 5

Multiply content

Class to notes and MCQs, current affairs drafting, translation and test paper checking.

05060708
Month 5 onwards

Close the books

Faculty payouts, invoices, reconciliation, churn alerts and daily leadership reports.

1213141516

Delivered work

Proven in production, including at edtech companies

FAQ

Questions edtech teams ask us

Which edtech companies is this built for?+

Test-prep and exam-prep platforms, K-12 and higher-education companies, upskilling and certification providers, and coaching institutes running online and hybrid batches in India. We have already automated workflows for edtech companies, and every workflow can be started on its own.

Do we need to change our CRM, LMS or helpdesk?+

No. The automations run on the tools you already use, such as LeadSquared, Salesforce, Zoho, Freshdesk, your LMS, WhatsApp Business, payment gateways and Tally, through APIs and secure integrations.

Does student data leave our environment?+

No. Workflows can run in your cloud account, student data is never used to train anyone else's models, and you own the code, the models and the data.

What does a first engagement look like?+

A short mapping session with your sales, content and support leads, then one workflow live on a pilot course in about six weeks, measured against the current process. Pricing is fixed and milestone-based.

Will this replace our counsellors, faculty or support team?+

It takes over the repetitive work around them: data entry, follow-ups, first drafts and routine requests. Your people spend their time on conversations, teaching and the exceptions that need judgement, and the same team can serve far more students.

Let's automate your first workflow

A 30-minute session to map where your teams spend their hours. Then we pick one workflow for a pilot and agree how the result gets measured.