Monthly Progress Update Bot for Coaching Institutes
Once a month, the bot sends a progress report automatically — "view report," "book a parent meeting," or "skip" each lead somewhere genuinely different, so the academic counselor only gets involved when a parent actually wants to talk.
Build it as a Manual Bot
A TemplateTrigger fires automatically when the monthly report is generated, then a three-way Quick Reply split routes parents into a report send, a parent-meeting booking, or a soft skip — all three reconverge at tagging and a closing message.
START
Trigger
Fires On (Required)
When the monthly progress report is generated
45/200
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Your child's monthly progress report is ready! What would you like to do?
73/1024
Buttons (Max 3)
View Report
11/20
Book Parent Meeting
19/20
Skip
4/20
IF VIEW REPORT
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Here's this month's report — let us know if you'd like to discuss it.
69/1024
Set Tag
Tag (Required)
report-viewed
13/60
IF BOOK PARENT MEETING
Date Input
Prompt (Required)
Preferred date for the meeting? (DD/MM)
39/1024
Team Assignment
Assign To (Required)
Academic Counselor
18/100
IF SKIP
Set Tag
Tag (Required)
report-skipped
14/60
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
No problem — we'll check in again next month.
45/1024
Set Tag
Tag (Required)
progress-update-done
20/60
Quick Reply
Header (Optional)
Image
OR
Paste image URL…
Body Text (Required)
Thanks for staying engaged with your child's progress! 📚
57/1024
Advanced settings
Build it as an AI Agent Bot
The assistant discusses the actual contents of a progress report conversationally — strengths, weak areas, what to focus on next — rather than a parent just downloading a PDF and moving on.
Coaching & Tutoring Institutes
Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.
Which fits this use case?
Frequently asked questions
Build this bot for your business
Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.
Start Free Trial →Ready to get started?
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