Five days before a term fee is due, the bot checks in automatically — "pay now," "need more time," or "already paid" each lead somewhere genuinely different, so the accounts team only has to personally handle the cases that actually need it.
A TemplateTrigger fires automatically off the fee due date, then a three-way Quick Reply split routes parents into a payment link, an accounts-team escalation for extensions, or a transaction-reference capture for already-paid cases — all three reconverge at tagging and a closing message.
START
Trigger
Fires On (Required)
5 days before the term fee due date (CRM date field)
52/200
Quick Reply
Header (Optional)
Image

OR
Paste image URL…
Body Text (Required)
Your term fee payment is due soon. How would you like to proceed?
65/1024
Buttons (Max 3)
Pay Now
7/20
Need More Time
14/20
Already Paid
12/20
IF PAY NOW
Quick Reply
Header (Optional)
Image

OR
Paste image URL…
Body Text (Required)
Here's your payment link — it's valid for 48 hours.
51/1024
Set Tag
Tag (Required)
fee-link-sent
13/60
IF NEED MORE TIME
Text Input
Prompt (Required)
No problem — could you share a bit about the situation? Our accounts team will follow up.
89/1024
Team Assignment
Assign To (Required)
Accounts Team
13/100
IF ALREADY PAID
Text Input
Prompt (Required)
Great! Could you share the transaction reference or receipt number?
67/1024
Set Tag
Tag (Required)
payment-verification-pending
28/60
Set Tag
Tag (Required)
fee-reminder-done
17/60
Quick Reply
Header (Optional)
Image

OR
Paste image URL…
Body Text (Required)
Thank you for the update!
25/1024
Advanced settings
The assistant handles genuine payment-difficulty conversations with care — installment options, documentation needed for a scholarship, partial payments — rather than a parent just tapping "Need More Time" and waiting for a callback.
Schools & Colleges
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.
Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.
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