Education and Training Agents: Enrollment, Course Q&A, and Academic-Affairs Gates
An education and training Agent covers three public lanes for a training provider: enrollment, course Q&A, and academic affairs. Each lane is labeled auto / draft-for-approval / must-have-an-owner, and tuition, pass rates, and job-placement rates may only quote a dated notice the provider already published. Ticket routing for generic support is a different article (/blog/custom-customer-service-agent). B2B software presales on a product site is another (/blog/presales-consultation-agent-design). Employee leave, expenses, and access live in /blog/internal-office-agent-use-cases—that is internal office, while this post is the student record. How course files are retrieved: /blog/enterprise-rag-knowledge-base-agent. GeonAI delivers the talk-track gates and the student-system write permissions; /agents are capability references only (not a public trial of 363+ presets). Email [email protected] with the subject “Enterprise custom Agent inquiry.”
One-sentence definition
An education and training Agent = three lanes kept apart: read the published catalog, draft into the existing system, and require a human for grade changes, certificates, and refunds. Putting “when does class start” and “change this grade” on the same auto switch is an authorization failure.
What each lane owns
| Lane | Who it serves | Source of truth | Gate this post specifies |
|---|---|---|---|
| Enrollment | Prospects and parents | Published schedule, campus, price-list version | What may be said, and which lead fields |
| Course Q&A | Enrolled students who purchased the course | Syllabus version, assignment brief, replay entry | Exam-answer ban; filter by purchase |
| Academic affairs | Students and registrars | Scheduling / student information system (SIS) | Which writes are banned |
Enrollment: what may be said
| Step | Default gate | Note |
|---|---|---|
| Published course name, class time, campus address | Auto | Cite the catalog version; refuse an expired version and hand off |
| List price or list-price band on the price list | Auto | Read the current price-list version only; do not quote an unpublished discount |
| Trial-class or campus-visit draft | Draft for approval | Write the CRM or application form; seat conflicts go to admissions |
| Scholarship, group discount, contract terms | Admissions owner | The Agent does not change price or terms in chat |
| Pass rate, job-placement rate, guaranteed pass | Quote a published notice only | With no dated notice, refuse; the model does not fill in a number |
Course Q&A: versions and banned answers
| Step | Default gate | Note |
|---|---|---|
| Syllabus, contact hours, replay link for a purchased course | Auto | Filter by purchase; do not return body or links for unpurchased courses |
| Assignment brief (the requirement, not the answer) | Auto | Cite the assignment-brief document ID |
| Study-plan draft | Draft for approval | Send to the student only after the instructor confirms |
| Exam answer keys, homework written for the student | Banned | Refuse and point to the instructor |
| Grades, certificates, completion status | Registrar | Show the status already stored; do not write it |
Academic affairs: student-record writes
| Step | Default gate | Note |
|---|---|---|
| Calendar and leave / reschedule policy FAQ | Auto | Cite the policy version |
| Reschedule or leave request draft | Draft for approval | Enter the existing SIS approval; do not open a shadow flow |
| Class-transfer suggestion (hours and fee gap) | Draft for approval | Admissions or the registrar confirms the fee gap |
| Grade change, certificate, withdrawal | Registrar | The Agent does not write student master data |
| Refund calculation and payout | Registrar + finance | No bargaining and no posting inside the bot |
Writes go through an allowlisted gateway: /blog/agent-function-call-mcp-integration. The contract tables for allowed and refused actions: /blog/custom-agent-scope-boundary-in-contract. Student personal data follows the data-classification post: /blog/enterprise-ai-compliance-overview.
How this differs from support, presales, and internal office
| Existing post | That post covers | Education gate added here |
|---|---|---|
| Custom customer-service Agent | Tickets, CRM, handoff architecture | Education refuse list and SIS write permissions |
| 7×24 presales | B2B software site presales and demos | Training enrollment is not a software presales script |
| Internal office | Employee HR / IT / finance approvals | Student records do not use the employee expense gate |
| Knowledge-base RAG | Chunking, permissions, citations | Actions that still need a human after course-version filters |
Minors and outcome claims
- Under 18: collect only fields already on the provider application form. Extra national ID or home address goes through a guardian flow. The bot does not ask for those fields on its own.
- Guaranteed pass, guaranteed job, unpublished discount: refuse unless a dated public notice exists. When it exists, quote the sentence and include the document ID and date.
- Complaints, refunds, instructor-conduct issues: hand off to admissions or the registrar. Do not negotiate terms in the thread.
Decision rules
- Ship first: FAQ on the published schedule and price list, plus a trial-class form draft
- Customize before any SIS write: purchase filter, catalog version, refuse list, approver read from the SIS
- Do not automate yet: grade changes, certificates, refund payouts, verbal pass guarantees
- A generic site FAQ does not replace the course-version gate: replays and handouts for unpurchased courses stay closed to visitors
Anti-patterns (stop the pilot)
- The model invents tuition, a discount, a pass rate, or a job-placement rate
- Every course PDF and replay is visible to every visitor, including people who did not buy
- The thread asks a minor for a national ID or home address beyond the application form
- Refund amounts or grade changes are negotiated in the bot
- A 363+ preset is staffed as an admissions teacher and allowed to promise outcomes
Pilot acceptance
- Tuition replies missing a price-list or catalog version = 0
- Exam answer keys or homework written for the student = 0
- Agent writes a grade change, certificate, or refund posting = 0
- Complaint or refund intent with no human handoff = 0
- In-course answers that leak an unpurchased course (sample audit) = 0
How to log harm metrics: /blog/custom-agent-30-day-pilot-metrics. Do not use an unsampled “enrollment conversion rose by X percent” figure as the business case.
What to send GeonAI
List 5–10 steps for enrollment, Q&A, and academic affairs, and mark the three gates. Name where the schedule and price list live, the SIS product name, the lead fields allowed for under-18 inquiries, and whether a pass-rate notice exists (document ID). Email [email protected], open service plans, or use Live chat. The first-call pack: /blog/how-to-brief-ai-agent-vendor. Acceptance is the talk-track gate and the SIS write permission. Delivery does not include “enrollment through certificates with no human review.”
Frequently asked questions
We already have a site chatbot. Do we still need an education Agent?
A generic chatbot covers intake and handoff. Quoting a price-list version, answering from purchase history, and drafting leave into the SIS needs the three-lane refuse list and write permissions, not another chat window.
How is this different from the internal office Agent post?
Internal office covers employee leave, access, and expenses. This post covers student enrollment, course Q&A, and the student record. The approver for a grade change, certificate, or refund is the registrar or finance, not the manager on an employee leave form.
Can the Agent quote the lowest discount automatically?
It may quote only the list price or list-price band on the current published price list. Scholarships, group rates, and contract price changes need an admissions owner. With no dated notice, the model must not invent a discount.
A student asks for the exam answer key. What should happen?
Refuse and point to the instructor or the assignment brief. The Agent may explain what the assignment requires and cite the document ID. It must not output the answer key or write the homework.
Can a refund be auto-approved?
No. The Agent may explain the published refund policy and draft a request. The registrar and finance complete the calculation and payout in the existing system. The thread is not a negotiation.
Can the 363+ presets act as admissions staff?
No. Presets do not include your catalog version, price list, purchase filter, refuse list, or SIS write permissions.