A near-enrolment-ready lead, every time.
Herbot screens eligibility — before the booking CTA ever appears — so your team spends its time on students who are already fully informed, pre-filtered and are ready to enrol.
The problem
Your team's real bottleneck isn't booking calls — it's finding out who actually qualifies to enrol in your course
A student books a call. Twenty minutes in, your course adviser discovers they don't have a USI, aren't eligible for the funding they were counting on, or need a visa pathway your course doesn't support. The call was never going to convert — your team just didn't know this until they were deep into another lengthy conversation.
The solution
Screening that happens before booking, not after
Screen + Writeback runs structured eligibility screening — entry requirements, citizenship and visa status, USI, funding eligibility and more — before the booking CTA ever appears. Every category is provider-configurable per course, and Herbot never asks the same question twice, even if two categories need the same detail. The result: a human-readable Screening Summary, plus structured fields, seamlessly written back to your CRM.
How It Works
Screening starts once a course is confirmed — after Match + Qualify (or directly, if the student arrived on a specific course).
Herbot works through the relevant categories — eligibility and entry requirements, citizenship/visa/domestic status, USI, funding eligibility, and more, using structured question types (yes/no, single-select) for a clean audit trail.
Uncertain answers route to a real consult, never a guess — if a student isn't sure about something like their USI, Herbot notes it for your team rather than assuming an answer.
Documents go to secure upload, never into the chat itself — keeping evidence handling outside the conversation.
The booking CTA appears once screening's complete — with a Screening Summary and structured fields already sitting in your CRM, ready for your team.
Works with your existing tools
Same CRM, calendar and channel integrations as Capture + Book and Match + Qualify. If a student is on SMS or WhatsApp and screening needs a richer format, the conversation moves to web chat — or to StudentIgnite's hosted fallback chat.
What makes Screen + Writeback different
Screening always comes before booking — never after, and never only as a pre-enrolment check.
Structured, not guessed — clean question types with an audit trail. Uncertain answers go to a human.
A Screening Summary your team can use — not just a name and a number.
Compliance guardrails — funding guidance always carries a disclaimer that final eligibility is confirmed by your team.
What You Can Expect
Fewer discovery calls that go nowhere.
A Screening Summary sitting in your CRM before the booking even happens.
Your advisors spending their time on students who are genuinely ready to move forward.
Who's Screen + Writeback for?
Providers who need enrolment-ready leads, not just booked calls — especially where funding eligibility, visa status or entry requirements are common drop-off points. Built for subsidised training places and courses with real entry requirements.
FAQ
Does the Screening Summary replace my compliance checks?
No. It is a starting point for your team, not a compliance determination. Final eligibility is always confirmed by your organisation.
What happens if a student doesn't know an answer?
Herbot notes it and routes the student toward a consult with your team, rather than guessing.
Can screening questions differ by course?
Yes. Screening categories are configurable per course.
What if we don't have our own web chat?
StudentIgnite hosts a fallback chat, styled with your branding, so screening still works if a conversation starts on SMS or WhatsApp.
Ready for leads that are actually enrolment-ready?
Book a demo and see a full Screen + Writeback conversation, start to finish.