Industries · Education

Fill More Courses. Lose Less Students to Manual Admin.

We build connected student enquiry, enrolment, and compliance systems for training providers, RTOs, and education businesses — so your team spends time on outcomes, not paperwork.

Student PipelineEnrolment AutomationCompliance ReadyAI-Powered
Dashboard
Students
Enrolments
Academic
Reports
Live
JM
KP
Kayla Prentice
ID: NZ-2024-0847 · Bachelor of Business · Year 2
At RiskAttendance AlertSupport Plan Active
71%
Attendance
68%
Avg Grade
4/6
Units Passed
Progress & Grades
Attendance
Support History
Learning Plan
Communications
Academic Progress
Semester 2 · 2024
BSNS 201 · Marketing Principles
B+
Pass
BSNS 202 · Financial Accounting
C+
Watch
BSNS 203 · Business Law
B
Pass
BSNS 204 · Organisational Behaviour
C-
At Risk
BSNS 205 · Research Methods
B-
Pass
BSNS 206 · Strategic Management
D+
At Risk
Attendance — 8 weeks
71% avg
W1
W2
W3
W4
W5
W6
W7
W8
Support Flags
3 active
Academic performance declining
High
2 units below pass threshold — BSNS 206 at 48%. 3 weeks remaining.
→ View intervention plan
Attendance below 80% policy
Medium
71% attendance. Two automated reminders sent — no response.
→ Schedule welfare check
Extension request pending
Low
BSNS 204 — 7-day extension. Documentation uploaded.
→ Review and approve
Academic Assistant
Writing
Progress Report
Learning Plan
Intervention Letter
Generating — Kayla Prentice · Semester 2
Kayla is enrolled in 6 units and has passed 4 to date. Strongest performance in Marketing Principles (B+). Two units — Strategic Management and Organisational Behaviour — are below pass threshold with 3 weeks remaining. Attendance has averaged 71%, below the 80% minimum. Immediate support recommended.
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Agent Recommendations
Active
Immediate academic intervention
BSNS 206 at 48%. Study plan and 2 tutoring sessions ready.
→ View plan
Welfare check recommended
Weeks 4 & 7 below 60% — no explanation on record.
→ Log contact
Learning plan outdated
Set in March. Agent ready to regenerate based on current grades.
→ Regenerate now
Extension decision due today
BSNS 204 docs verified. Recommend approval.
→ Approve
Quick Actions
📋
Generate Progress Report
📚
Draft Learning Plan
📧
Send Student Email
📞
Log Pastoral Contact

↑ 50%

Enrolment conversion rate

↑ 50%

Enrolment Conversion Rate

↓ 80%

Compliance Report Prep Time

100%

Enquiry Follow-up Rate

What We Build

Connected systems for education and training providers

PlatformLifecycle
Enquiry & Lead Capture
248 this intake
Application & Assessment
186 processed
NOW
Enrolment & Onboarding
142 active
4
Study & Support
In progress
5
Assessment & Completion
Upcoming
6
Graduation & Alumni
Upcoming
Student Lifecycle Management
Every student touchpoint from first enquiry to graduation — tracked, automated, and visible in one place.
Self-ServiceStudent Portal
🖥️
Student Portal Access
View grades, timetable, and notices anytime
Live
📄
Document Submission
Upload ID, transcripts, and supporting docs
Active
📋
Support Requests
Extension, welfare, and academic queries
12 open
📈
Progress Tracking
Grades, attendance, and unit completion
68% avg
💬
AI Study Assistant
Answers questions, summarises content, guides study
Beta
Agent Active
AI Study Assistant answered 34 student queries today — zero staff involvement
Student Self-Service Portal
Students manage their own enrolment, documents, support requests, and progress — available 24/7 without staff involvement.
AI AgentEnrolments
🌐
Direct Enquiries
162
Web · Email · Walk-in
✈️
Overseas Agent Submissions
86
12 registered agents · India, China, Philippines
Offers Accepted
142
57% conversion rate
Going Cold — Agent Following Up
24
8 re-engaged this week
Agent Active
Following up 24 cold leads and checking 3 overseas submissions for missing docs
Enrolment Pipeline Agent
Tracks direct and overseas agent applications from enquiry to enrolment — follows up automatically and flags leads going cold.
Knowledge BaseStaff Guidance
📋
Academic Intervention Policy
Surfaced for at-risk student · Step 3 of 5
Active
📄
Extension Request Procedure
Matched to open flag · BSNS 204
Matched
🎓
Learning Plan Template — Year 2
Loaded for academic staff review
Loaded
⚠️
Attendance Breach — Escalation Guide
Auto-surfaced · Threshold exceeded
Flagged
📚
Overseas Agent Compliance Checklist
Required docs per jurisdiction
Current
Agent Active
Matched 5 policies to active student flags — surfaced without staff searching
Knowledge Base & Staff Guidance
Surfaces the right policy, template, or procedure to staff at the moment they need it — consistent quality regardless of experience level.

How We Work

Getting started is straightforward.

Step 01

Audit your student journey

We map every student touchpoint from first enquiry to course completion — finding every manual step and compliance gap costing you enrolments and revenue.

Step 02

Design the connected workflow

We design the complete student lifecycle and compliance workflow, agreed and documented before we configure anything.

Step 03

Build it and layer in AI

Zoho CRM configured for education, with AI agents following up enquiries, monitoring at-risk students, and generating compliance reports automatically.

Step 04

Stay as your partner

Ongoing support each term as intake configuration changes, compliance requirements update, and student numbers grow.

Case Study Coming Soon

We are documenting a full education and training provider implementation

Book a discovery call to see a live demo of what we've built for RTOs and training providers across NZ and AU.

Book a Discovery Call

Ready to Fill More Courses With Less Manual Admin?

Book a discovery call and we'll show you exactly what a connected education and training business looks like — automated enrolment, AI student monitoring, and compliance that generates itself.

↑ 50%

Enrolment Conversion

↓ 80%

Compliance Prep Time

100%

Enquiry Follow-up Rate