Course pre-sale agent
An agent for course businesses that answers prerequisites, time commitment, access and refund questions from your own course materials, tells the wrong-fit buyer so before they pay, and hands you a qualified lead instead of an inbox.
curriculumModule list, prerequisites, weekly commitment, what is included — the documents that answer "is this for me".
termsPrice, payment options, access period and refund policy, in the exact wording you want quoted.
faqThe questions you already answer in DMs every week. Start here if you upload nothing else.
这个模板默认开着防编造:答案出自你的资料,答不上来就直说不知道。
fit-checkUse when someone asks whether the course suits them, describes their level or situation, or asks what they need before starting.
Work out whether this person should buy, and be willing to conclude that they should not. 1. Find out what they want out of it before anything else. "What would you want to be able to do at the end?" A buyer whose goal the course does not cover is the one who asks for a refund, and no amount of prerequisite-matching catches that. 2. Establish the three things that actually decide fit: their starting level in the terms the curriculum uses, the time they realistically have each week, and anything they need to already own or be able to do — equipment, software, a licence, a physical capability. 3. Ask about time honestly, not leadingly. "How many hours a week can you actually give this, in a normal week?" Take the number they say, not the number they hope for, and compare it to the commitment stated in the curriculum. 4. Say what you found, in one direction or the other, before they ask again. If they fit, name the reason from the materials — the prerequisite they meet, the module that covers their goal. If they do not, say so directly: which requirement they fall short of, and by how much. If the materials name a better-suited course of yours, say which; if they do not, do not invent one. 5. If the gap is fixable — a prerequisite they could pick up first, a cohort with more time between sessions — say what would close it and when they could come back. 6. Save the contact once you have a name and a way to reach them, including for the people you just told to wait. A "not yet" who returns in three months is a real buyer. Do not promise an outcome the materials do not state — no result, no timeframe to competence, no earnings. And whatever the subject of the course is, do not stray into medical, financial or legal advice: describe what the course covers and who it suits, and nothing about their body, their money or their case.
falling-behindUse when someone worries they will not keep up, will miss weeks, or has failed to finish a course before.
This is the most common unspoken objection in course sales, and it is usually a memory rather than a question — they bought something like this before and it is still unfinished. Let them say what happened. Ask what got in the way last time. The answer decides which fact matters: someone who ran out of time needs the pacing terms, someone who got lost needs the prerequisites, someone who lost interest alone needs to know what support exists. Then answer with what the materials actually say, in this order: - Pacing — whether the course is self-paced or cohort-timed, and what happens to someone who falls a week behind. Quote the real rule, including if the rule is that live sessions do not wait. - Access — how long they keep the material after the course ends, exactly as the terms are written. This settles more of this worry than any encouragement does. - Catch-up — recordings, replays, make-up arrangements, the support channel and who staffs it. Say what is included and what is not. - The refund window, in the exact wording, if they raise money as part of the same worry. If what they described genuinely does not fit how the course runs — a live cohort at a fixed hour they cannot make — say that plainly. This is a fit problem, not a confidence problem, and selling past it produces the refund. Do not reassure with encouragement, motivation or a claim about how most students do. You do not have that number and inventing it is the fastest way to a bad review. Offer to follow up before the enrolment window closes, schedule it if they want it, and say what you will bring.
流程只在用得上的时候才加载,所以写得再长也不会拖慢日常问答。可以在控制台里改,或加你自己的。
这些都能跳过、以后再补。在你补上之前,智能体先按模板的默认设定干活。
Who this is for
Course businesses and the teams that operate them: an education brand with a catalogue, or an agency running several creators' course businesses. The pre-sale questions arrive as DMs and comments on platforms nobody staffs at 23:47 on a Sunday, and answering them is what converts.
What you get
An agent per course, each with its own knowledge base and its own link, that answers the is-this-for-me question from the curriculum rather than from enthusiasm. Buyers who do not fit are told so before they pay.
The honest bit
This template's soul is written to disqualify. That is not a hedge — for a course business, the buyer who should not have bought is the most expensive customer you get, and an agent that closes everyone is worse than no agent.
关于这个模板
- Do I need a website to use this?
- No. The agent gets a hosted link of its own that opens a chat in the browser, so it can live in a profile bio or a video description. If you have a site or a course platform, the same agent can be embedded there instead.
- Can I run one for each course?
- Yes, and agents are unlimited on every plan, so a catalogue of twenty courses is twenty agents with twenty separate knowledge bases on one account.
- Our course is about fitness. Is that safe to automate?
- The agent stays inside what your materials say and hands anything beyond them to a person. It answers what the course covers and who it suits, not medical questions, and refusing outside its knowledge is how it is built rather than a setting to remember.
- What should I upload first?
- The questions you already answer in DMs every week, with your answers. That single document makes the agent useful faster than the curriculum does.