System Settings & Workflow Automations

Configure CRM rules, automated client communications, multi-branch routing, and consultancy branding.

Automation Engine Active

Intelligent Student Lifecycle Automations

Pre-configured trigger-action workflows that eliminate manual follow-up friction across admissions and visas.

AUTO-1

WHEN:When a new lead arrives via WhatsApp or Website

IF:Destination country is specified

THEN:

Assign to regional education advisorSend personalized WhatsApp greetingCreate 24h follow-up task

418 executions

AUTO-2

WHEN:When required documents are missing after 7 days

IF:Application status is "Preparing" or "Documents Missing"

THEN:

Send automated portal reminder emailNotify assigned advisor on dashboardFlag student status as Needs Attention

194 executions

AUTO-3

WHEN:When application stage changes to "Offer Received"

IF:Offer type is Unconditional or Conditional

THEN:

Send celebration message & digital congratulation cardGenerate Visa Consultation calendar invitationCreate invoice for Phase 2 Visa services

88 executions

AUTO-4

WHEN:When invoice passes due date by 48 hours

IF:Payment status is "Pending" or "Partially Paid"

THEN:

Send polite WhatsApp payment linkAlert finance department (Kareem)Place temporary hold on university portal submissions

62 executions