Educational Institution Welcome Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. Welcome to [Institution Name]! I'm here to help you learn about our programs and get started.
2. What can I help you with?
   • Explore Programs
   • Admissions Info
   • Schedule a Tour
   • Financial Aid & Tuition
   • Current Student Resources
   • Contact Us
3. We offer a wide range of programs! Let me gather your info so an advisor can share the best options for you.
4. Great! Our admissions team can walk you through the application process, requirements, and deadlines.
5. We'd love to show you around! Book a campus tour here: [Campus Tour Booking Link]
6. We have financial aid advisors ready to help you understand your options including scholarships, grants, and payment plans.
7. Current students can access course registration, grades, transcripts, and technical support through the student portal. Need help with something specific?
8. You can reach us at [Phone Number]. Or leave your info and we'll get back to you!
9. What's your name? The visitor types a reply.
10. Your email address? The visitor types an email address.
11. The visitor is saved as a lead, tagged:
    • prospective_student
    • website_inquiry
12. Thanks, [visitor's name]! Someone from [Institution Name] will be in touch soon.

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: prospective_student, website_inquiry. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

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