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Knowledge-base
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Chat Logs to Conversions: Automating Pre‑Enrollment with a Messaging‑Trained Bot

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Chat Logs to Conversions: Automating Pre‑Enrollment with a Messaging‑Trained Bot

Project Overview

The mid-sized driving school asked our boutique AI studio to free up the director’s time without sacrificing the school’s friendly, human voice. Most pre‑enrollment questions—about pricing, schedules, eligibility, rescheduling, exams, and locations—were already answered somewhere in years of WhatsApp threads. The problem was access: nothing was structured, nothing was searchable, and everything depended on the director remembering which message said what. We set out to turn that living archive into a dependable, on‑brand admissions assistant that could respond instantly, ask smart follow‑ups, and hand off gracefully when a human was needed. The goal wasn’t novelty. It was simple: keep answers accurate, consistent, and fast—so prospects get what they need right away, and the director gets back precious hours.

Key Challenges

The biggest hurdle was the raw material. Conversation history is honest and rich, but it’s also messy. Messages arrive in fragments, jump between topics, repeat themselves, and carry personal details that must be handled with care. We had to preserve the school’s tone and the nuance of real questions while stripping out noise, deduplicating content, and anonymizing anything sensitive. Another challenge was reliability. A generic FAQ bot wasn’t going to cut it; the assistant had to ground every answer in verified policies and be comfortable saying, “I need a bit more detail,” rather than guessing. Finally, this couldn’t be a one‑and‑done launch. The school’s offers evolve, schedules shift, and edge cases appear at the worst possible times. Whatever we built had to be easy to update and continuously improved by real conversations—not just a static knowledge base that drifts out of date.

Our Solution

We started with a careful audit of the WhatsApp export, mapping the recurring intents that drive nearly all inquiries: course packages, pricing rules, lesson counts, exam attempts, rescheduling policies, branches and timings, manual vs. automatic transmissions, and payment/refund scenarios. Before any modeling, we anonymized personally identifiable information and reconstructed threads so that answers would retain context without exposing private data. From there, we transformed the archive into a foundation for Retrieval‑Augmented Generation (RAG): concise, well‑scoped snippets designed to be pulled into an answer only when they truly matched the question at hand.

To make retrieval precise, we added a pragmatic layer of labels—just enough structure to help the system understand what a prospect is really asking, without turning the project into an over‑engineered taxonomy. Those labeled snippets were embedded and indexed in a vector store. On top, we orchestrated a chat flow that always leads with grounded information, asks clarifying questions when key entities are missing (“Which branch works for you?” “Manual or automatic?” “What dates are you targeting?”), and defers to a human when confidence is low or the topic sits outside policy.

We built the assistant into the school’s website with a conversational UX that mirrors the brand: warm, concise, and helpful. Answers are short by default, with optional detail if a prospect wants it. When a next step is obvious—book a slot, view a policy, request a call—the bot offers it without fuss. Every interaction is logged behind privacy controls so we can learn from what actually happens, not what we imagined might happen.

After launch, we ran a tight improvement loop. The school flagged both spot‑on and off‑target replies. Correct answers became positive teaching examples; the misses revealed where the index needed new snippets or where prompts should steer the model to ask for clarification sooner. We also assembled a small, realistic test set covering the top intents and a few tricky edge cases. That set gives us a baseline to check progress whenever the school updates policies or we refine prompts.

The outcome is exactly what the client wanted: most repetitive pre‑enrollment questions now receive immediate, consistent, policy‑true answers—day or night. Prospects move faster because they get the right information the first time. The director’s ad‑hoc consultations drop to the genuinely complex or high‑touch situations that deserve human attention. And because the source of truth is the school’s own labeled archive, keeping the assistant current is a matter of editing snippets rather than retraining a model from scratch. No brand dilution, no guesswork—just a reliable admissions assistant built from the conversations that made the school successful in the first place.

Key Results

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