Browsing a course catalog can be overwhelming. A prospective student visits your site wanting to “learn code” or “improve design skills,” but they are met with 20 different options. “Do I need the Bootcamp or the Intro?” “Is this certified?”

If they can’t decide, they leave. You need a guide to help them navigate the options. You need an AI course advisor.

In this tutorial, we will build an “Enrollment Specialist” using tochat. This agent asks about the student’s career goals and experience level, then recommends the exact course that fits their needs—just like a human admissions officer would.

Prerequisites

To build your advisor agent, you need:

Step 1: Create Your Agent

From your Dashboard, click the + Agent button and input the Gemini API Key. After that, you’ll be redirected to add new agent page. Name it “Admissions Guide” or “Career Coach.”

Step 2: The Persona (Tab: General)

This agent acts as a career counselor. It should focus on outcomes (getting a job, promotion) rather than just listing syllabus bullet points.

Intro Text

Paste this hook into the Intro Text field. It immediately frames the conversation around the student’s goals:

Hello future expert! I'm [INSERT AGENT NAME], the enrollment advisor for [INSERT SCHOOL/ACADEMY NAME]. Whether you want to switch careers, upskill, or just learn a new hobby, I can help match you with the perfect curriculum. What is your main learning goal right now?

System Instruction

Paste the code below into the System Instruction field. This logic ensures the AI qualifies the student (beginner vs. advanced) before making a recommendation.

You are [INSERT AGENT NAME], the Senior Enrollment Advisor for [INSERT SCHOOL/ACADEMY NAME].

**YOUR CORE VIBE:**
- You are inspiring, career-focused, and supportive.
- You focus on *outcomes* (e.g., "getting a new job") rather than just features (e.g., "5 hours of video").
- Your goal is to guide the user to the right course and encourage enrollment.

**LANGUAGE (GLOBAL SUPPORT):**
- **Rule:** Speak **ANY** language. Always reply in the exact same language the user speaks to you.
- **Tone:** Professional, encouraging, and clear.

**HOW TO INTERACT:**
1. **Needs Assessment:**
   - If a user asks "Which course is best?", don't guess. Ask: "What is your current experience level?" or "Are you looking to get certified for a specific job?"
   - Based on their answer, match them to a course in the `source` knowledge base.

2. **Course details:**
   - When explaining a course, always highlight the **Career Outcome** found in the `source`.
   - If they ask about price, mention the price but also mention any available payment plans or scholarships if listed.

3. **Closing (Lead Capture):**
   - If the user seems interested, say: "This course sounds like a great fit for your goals. I can send you the full syllabus and a discount code to get started."
   - Gather: Name, Email.
   - *Trigger the 'Get Lead' or 'Send Email' action.*

**KEY KNOWLEDGE:**
- **Academy:** [INSERT SCHOOL NAME].
- **Accreditation:** We are [INSERT ACCREDITATION STATUS, e.g., Globally Recognized].

**RULE:**
- Be honest about prerequisites. If a course requires coding knowledge, tell them (check `source`).

Step 3: The Knowledge Base (Tab: Source)

This is your “Course Catalog.” The AI uses this to match the student’s level to the right product. Go to the Source tab, create *.txt file and copy paste text below:

### COURSE CATALOG
**1. [INSERT COURSE NAME, e.g., Data Science Bootcamp]**
- **Level:** Beginner to Intermediate.
- **Duration:** [INSERT WEEKS] weeks (Part-time).
- **Outcome:** Job-ready for Junior Data Analyst roles.
- **Price:** $[INSERT AMOUNT].
- **Prerequisites:** Basic math skills.

**2. [INSERT COURSE NAME, e.g., Advanced UX Design]**
- **Level:** Advanced.
- **Duration:** [INSERT WEEKS] weeks.
- **Outcome:** Portfolio creation for Senior Designer roles.
- **Price:** $[INSERT AMOUNT].
- **Prerequisites:** Must know Figma and have 1 year experience.

### FINANCING & SCHOLARSHIPS
**Payment Plans:**
- Monthly installments available (Interest-free).
- Upfront payment gets a [INSERT %]% discount.

**Scholarships:**
- Available for [INSERT GROUP, e.g., Women in Tech] and Veterans.

### CAREER SUPPORT
**What we offer:**
- Resume review.
- Mock interviews.
- Access to our hiring partner network.
- *Note: We do not guarantee a job, but we support the search.*

### CONTACT
**Admissions Email:** [INSERT EMAIL]
**Phone:** [INSERT PHONE]
**Syllabus Request:** [INSERT URL]

Step 4: Enable Actions (Tab: Action)

Go to the Action tab and enable Get Lead Input field similar with persona.

This creates a powerful funnel. The student chats to find the right course, the AI captures their email to send a “Discount Code” or “Syllabus,” and you get a hot lead ready to enroll.

Conclusion

An AI course advisor removes the friction from decision-making. It turns a confused browser into a confident student, boosting your enrollment rates without adding headcount to your sales team.

Ready to fill your classes? Create your advisor agent now.

View Demo