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Fee Reminder & Parent Engagement Bot for Schools

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.

Option 1

Build it as a Manual Bot

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.

1.LogicTrigger5 days before the term fee due date (CRM date field)
2.CommunicationQuick Reply — branches into 3 paths: Pay Now / Need More Time / Already Paid
3.LogicSet Tagfee-reminder-done
4.CommunicationQuick Reply

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

Option 2

Build it as an AI Agent Bot

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.

S

Schools & Colleges

Online
Hi Mr. Verma, this is a reminder that Ananya's term fee of ₹65,000 is due on the 25th. How would you like to proceed?10:01 AM
hi, actually having a tough month financially, can I pay in parts10:01 AM
Of course, that's completely understandable. We can split it into 2 installments — ₹35,000 now and ₹30,000 by the 15th of next month. Would that work?10:01 AM
yes that would help a lot10:01 AM

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?

Manual bot: fast, consistent split into Pay Now / Need More Time / Already Paid, but a parent needing an installment plan or a scholarship applied gets only a generic "accounts team will follow up" message with no immediate resolution.
AI agent: works out a real installment plan, applies a sibling discount, and explains late-fee policy in the same conversation — a meaningfully better experience for a parent in a genuinely difficult spot.
Best fit here: manual bot for the majority of parents who pay on time or need a simple payment link; AI agent specifically for the "Need More Time" cases, where a flexible, judgment-based conversation actually helps.

Frequently asked questions

How does the bot know when a fee reminder should fire?+
A TemplateTrigger fires a fixed time (5 days here) before the fee due date stored in the CRM, so reminders go out consistently across every enrolled family.
What happens to a parent who says they need more time?+
They're asked for context and routed directly to the Accounts Team via a Team Assignment node — not left waiting in a generic queue.
Can "Already Paid" claims be verified automatically?+
The manual flow tags them payment-verification-pending for a human to confirm against the transaction reference; this could be automated further with a payment-gateway integration node if the school uses one.
Does the AI agent version actually change payment terms on its own?+
It can propose standard options (like an existing installment policy or an already-approved sibling discount), but any exception outside standard policy would still be confirmed by the accounts team before finalizing.

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