Help every student find the course that actually fits.
When there's no single course in view, Herbot asks what outcome the student's after, then narrows in — before Capture + Book takes over to get them booked.
The problem
Broad enquiries go nowhere fast
A student lands on your homepage, or clicks a broad "study with us" ad. They don't know which of your forty courses is right — and neither does your enquiry form. They guess, pick the wrong course page, and drift off. Or they submit the same details twice, and your team ends up with two half-formed leads instead of one good one.
The solution
Outcome-first matching, not a guessing game
Match + Qualify asks the question your enquiry form never does: what does this student actually want to achieve? Herbot narrows from outcome, to industry, to qualification level — filters-first, never open-ended AI ranking — until the student lands on the course that fits. Then it hands straight into Capture + Book to get them booked.
How It Works
A student arrives with no single course in view — a homepage visit, a broad ad click, or a generic enquiry.
Herbot asks about outcome first. For example: "Hi! I'm Herbot. What industry or outcome are you hoping to work towards?" → "I want to work in aged care."
Herbot narrows to the right options — "Great — we've got two options: Certificate III in Individual Support (Ageing) and Certificate IV in Ageing Support." — then checks experience level to recommend the right starting point.
De-duplication happens automatically — if the student already has a record in your CRM, Herbot resumes it rather than creating a new one.
The conversation continues straight into Capture + Book — once a course is selected, Herbot captures the lead and offers the booking CTA, picking up wherever the student left off, even if they switch channels.
Works with your existing tools
Same CRM, calendar and channel integrations as Capture + Book — HubSpot, Salesforce, Zoho CRM, Microsoft Dynamics, Brevo, Pipedrive and more.
What makes Match + Qualify different
Filters first — industry, then qualification level, then outcome, so recommendations are explainable.
Skips the step when it is not needed — if a student arrives on a specific course page, Herbot goes straight into Capture + Book.
Never duplicates a lead — de-dupes against your CRM and resumes existing records.
Continuity across channels — a student can start on WhatsApp and finish on web chat without repeating themselves.
What You Can Expect
Fewer mismatched enquiries landing with your admissions team.
Cleaner CRM data — one record per student, not three.
Students who reach your team already on the right course, not the wrong one.
Who's Match + Qualify For?
Providers with a broad course catalogue and enquiries that don't arrive pre-sorted — homepage traffic, general ad campaigns, or a course-comparison listing that sends students to you without a specific course in mind.
FAQ
What if there's only one relevant course?
Herbot skips the matching step and goes straight into Capture + Book for that course.
How does de-duplication work?
Herbot checks for an existing record before creating a new one, using the student's phone number — so the same student is never logged twice, even across channels.
Does this replace my enquiry form?
No. It works alongside it. Match + Qualify handles the enquiries your form can't sort on its own, like homepage visits and broad ad clicks.
Ready to stop losing students to the wrong course page?
Book a demo and see Herbot match a real enquiry to the right course, live.