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Automation for schools, colleges and coaching institutes

Admission enquiries, parent messages and routine questions handled by software, with children's data handled lawfully.

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At a glance

Education engagements
Typical buyers
Private schools, colleges, coaching and test-prep institutes, training academies
Channels
WhatsApp Business API, website forms, Meta lead forms, phone
Payments
UPI and cards through Razorpay, with receipts and reminders
Data rules
DPDP Act 2023 parental consent for under-18s; UK GDPR and the ICO Children's code in the UK
Our products used
Desk, WhatsApp CRM, Fint

What eats an institute's week

Teaching is planned. Administration arrives in bursts and never quite stops.

Enquiries go unanswered and payments are matched by hand. One enquiry list, parent messages from an official number and automatic payment matching take that load.

Read more about What eats an institute's week

During admissions a school or coaching institute gets hundreds of enquiries from WhatsApp, the website, Meta ads and walk-ins. They are written in a notebook or a spreadsheet, called back when someone has time, and many are never followed up. Parents asking the same five questions about fees, transport and the syllabus take up most of the office's day.

After admissions the load shifts. Fee reminders go out term by term. Attendance alerts, circulars, exam timetables and holiday notices are typed into WhatsApp groups that are hard to control and easy to leak. Fee payments come in through UPI, bank transfer and cash, and somebody has to match each one to a student before the receipt is issued.

This is where education automation helps: one enquiry list with every lead's source and status, parent messages sent from an official number to the right families, and payments matched to students automatically. Teachers and counsellors keep the conversations that matter; the repetition goes to software.

What we build for education

Admission enquiry pipeline

Website, WhatsApp and Meta enquiries land in Desk with source, course and a counsellor.

Read more about Admission enquiry pipeline

Every enquiry from the website, WhatsApp and Meta lead forms lands in Desk with its source, the class or course asked about, and a counsellor assigned. Follow-up tasks are created automatically, and the source report shows which campaigns actually bring admissions.

Parent and student messaging

Alerts, fee reminders and circulars go from the official number to each class, not a group.

Read more about Parent and student messaging

Attendance alerts, fee reminders, exam schedules and circulars sent from the institute's WhatsApp Business number to the right class or batch, not a shared group. Built on our WhatsApp CRM and WhatsApp automation service.

Fee collection and matching

Razorpay or UPI payment links, with each payment matched to the student and a receipt issued.

Read more about Fee collection and matching

Payment links through Razorpay or UPI, with each payment matched to the student and a receipt issued. Coaching institutes that charge GST can raise invoices in Fint.

An assistant that answers from your handbook

Answers parents from your prospectus and policies, and hands over to staff when it does not know.

Read more about An assistant that answers from your handbook

A chat assistant that answers parents' and students' questions from the prospectus, fee structure and policies you give it, and says when it does not know. It hands the conversation to staff instead of guessing. See RAG chatbots.

Question banks from old papers

Old papers become a searchable question bank by chapter and difficulty, reviewed by teachers.

Read more about Question banks from old papers

Scanned question papers and worksheets turned into a searchable, tagged question bank by chapter and difficulty, through OCR and document intelligence. Teachers review every item.

Parent apps and websites

Your own app or a faster website, built on the same data.

Read more about Parent apps and websites

Where an institute wants its own app or a faster website, our mobile app and web engineering teams build it on the same data.

Which messages go out, and how WhatsApp treats them

Meta sorts business-initiated messages into categories, and each has its own rules. We set up each template in the right one.

MessageWhatsApp template categoryTrigger
Fee due reminderUtilityDue date approaching on the fee schedule
Payment receiptUtilityPayment matched to the student
Absent today alertUtilityAttendance marked absent
Exam timetable or circularUtilityPublished by the office for a class or batch
Admission open campaignMarketingSent only to people who opted in to updates
Login code for a parent portalAuthenticationParent signs in

Every recipient must have opted in to messages from the institute. When a parent writes in, the office can reply freely for 24 hours without a template. See Meta's message template documentation.

Children's data: what the law asks

Most students are under 18, which changes how their data may be used.

Fig. 01 Face on: nodes lighting up in the first layer, later layers behind
Regulation and practiceIndia and UK
DPDP Act 2023, section 9
Verifiable consent from a parent or guardian before processing a child's personal data. No tracking, behavioural monitoring or targeted advertising directed at children.
DPDP Rules 2025
Set out how parental identity is verified, with narrow exemptions for educational institutions, such as monitoring needed for their educational activities or for the safety of enrolled children. Most duties apply from 18 months after the November 2025 notification.
Practical effect
Admission campaigns are addressed to parents, not students, and student data is not used for ad targeting.
GST
Services by a school to its own students are generally exempt; coaching and private training fees generally attract GST.
UK GDPR and Children's code
Online services likely to be used by children must follow the ICO Age Appropriate Design Code, with high privacy settings by default.

How we start

We start with admission follow-up or fee reminders, run them beside your current process, and read from your school ERP instead of replacing it.

Read more about How we start

We begin with the part that hurts most, which for most institutes is either admission follow-up or fee reminders. The first version runs alongside your current process for a few weeks so the office can compare. Once staff trust it, the old spreadsheet or WhatsApp group is retired.

We do not replace your school ERP if you have one. Where it has an API or export, we read from it; where it does not, we keep a small sync your office can check. For teams that want to use AI tools in their own teaching and admin work, our engineers also run hands-on AI workshops built around your staff's real tasks.

Questions

Can we stop using WhatsApp groups for parents?

Yes. Messages go one to one from the institute's official WhatsApp Business number to each parent in a class or batch. Parents cannot see each other's numbers, and replies come back to a shared inbox the office can manage.

How do we get parental consent under the DPDP Act?

We add a consent step to the admission form and the first WhatsApp message, record who gave consent and when, and keep that record with the student's file. Your legal adviser should approve the notice text; the system makes sure consent is captured and can be withdrawn.

Will an AI chatbot give parents wrong information about fees?

It answers only from documents you approve, such as the prospectus and fee structure, and shows which document the answer came from. If the question is not covered, it says so and passes the chat to a staff member.

Can fee payments be matched to students automatically?

Yes. Each payment link carries the student reference, so Razorpay and UPI payments are matched as they arrive. Bank transfers are matched by amount and reference, and anything unclear is listed for the accounts team.

We are a small coaching centre. Where should we start?

Usually with the enquiry pipeline. Coaching centres live on admissions, and a list that shows every lead, its source and the next follow-up is often the single most useful change.

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