01 · CONTROLLED HANDOFF
Turning an Instagram category question into a confirmed enrolment
01
A learner DMs under a driving video — "when does the next intake start?" The message lands in the inbox and a new learner record opens.
02
AI drafts a reply from the knowledge base about intake dates and documents; the office edits it, adds the missing detail and sends it.
03
The record moves to the Pre-Enrolment stage, an owner is assigned and the pre-enrolment form link is shared.
04
When the form comes back, the document checklist opens as tasks, so the missing item stays on the card.
05
Once the documents are complete the record moves to Confirmed Enrolment and the theory timetable is shared with the learner.