CONVIN FOR EDTECH

Grow Enrollments, Not Headcount.

Close follow-up gaps, keep offers accurate, and make agents self-sufficient so that more inquiries become students quickly.
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AI Phone Calls: Accelerate Business, Slash Costs, and Grow Faster
nivabupa
aditya birla
uc
mobikwik
kotak
pw
bajaz
bharat-pe
icici-lombard
sbi
shadi
realme

Convert Conversations Into Results.

100
%
Conversations Analysed
50
%
Faster Lead Follow-Ups 
30
%
Higher Lead-to-Enrolment
40
%
Reduction in refund requests
60
%
Shorter counsellor ramp-up
3
X
More Admissions 

The Gap, In Numbers

Only 8-9%
of visitors ever inquire
Impact
Most interest fades before becoming a lead.
Just 2-3%
of inquiries turn into enrollments.
Impact
Heavy spend, low yield.
Responding
after an hour cuts odds by 10×.
Impact
Delay kills conversion intent.
Half of reps
stop after one follow-up.
Impact
Missed decisions and quiet pipelines.
Disconnected
channels (Voice, WhatsApp, CRM).
Impact
Broken journeys and lost trust.
60%
of claim-related calls still rely on manual checks.
Impact
Slower TATs, poor claim experience, and escalations.
Fragmented systems
(Voice / WhatsApp / CRM)
Impact
Broken customer journeys, missed context, and declining trust.

Fix It in Three Moves

AI Phone Call Agent

Answers, qualifies, and routes calls instantly with scripted counselling and live offer prompts so peaks don’t overwhelm your team.
Solves
Unanswered peak calls
Inconsistent offer messaging
Long first-response time
Use Cases
Instant AI call to new leads with clean handoff
Early-bird/limited-time offers via AI prompt
Overflow routed to AI when queues spike
Why It Matters
Shorter lead-to-contact
More deals started in peak
Consistent messaging at scale

Real-Time Assist Agent

Guides live voice/chat with on-screen prompts-objection handling, correct offers, next steps, and compliance flags.
Solves
Skill gaps
Unclear next steps
Non-compliance
Use Cases
Nudge to mention the current offer
Flag mismatched promises to a supervisor
AI-suggested reply when agents stall
Why It Matters
Higher first-time conversion
Fewer escalations/refunds
Faster ramp for new agents

Conversation Intelligence Agent

Transcribes 100% of conversations, scores behaviours, surfaces winning patterns, and feeds coaching.
Solves
Performance-blindness
Missing playbooks
Slow-improvement
Use Cases
Weekly dashboard shows agent compliance & top behaviours
Standardize proven talk-tracks across teams
Spot phrases linked to drop-offs
Why It Matters
Continuous performance lift
Faster closures
Scalable QA and coaching
Why It Matters
100% call visibility
Insights that directly link to your revenue and persistency

A Closed Loop That Never Loses a Customer

1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.
1. Lead Generated
AI Phone Agent calls within minutes.

A Closed Loop That Never Loses a Customer

Real-World Convin Use Cases Across Insurance Functions

Admissions & Enrolment

Streamline lead follow-ups across voice, chat, and email
Reduce response time during peak admission seasons
Maintain consistent counselling and pitch quality at scale
Improve inquiry-to-enrolment conversion rates

Sales & Counselling

Ensure every conversation includes accurate course and pricing details
Provide clear next steps to minimize drop-offs
Standardize offer communication across counsellors and regions
Track and reinforce high-performing sales behaviours

Quality & Compliance

Monitor 100% of student conversations with AI
Detect miscommunication, misinformation, or refund risk early
Ensure counsellors meet disclosure and compliance requirements
Generate auto-audit trails for every interaction

Training & Coaching

Identify winning conversation patterns from top performers
Use real examples to coach new or temporary counsellors
Automate feedback loops and skill assessments
Reduce training time with recorded, insight-rich sessions

Marketing & Campaigns

Maintain accurate, timely communication for limited-period offers
Ensure consistent messaging across every outreach channel
Track campaign responses and student engagement in real time
Align marketing and sales teams with unified conversation insights

Customer Experience (CX)

Deliver connected, context-rich interactions across voice, chat, and CRM
Personalize conversations using historical data and preferences
Reduce repeated questions with shared context between teams
Create a seamless, end-to-end student journey that builds trust

Trusted by B2C Leaders Who Get It.

“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah

Integrate Effortlessly With Your Tech Stack

Integrate Effortlessly With Your Tech Stack
Integation
Integrations

More Enrollments. Same Team. Less Leakage.

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CONVIN FOR EDTECH

Enable agents to close more deals without jeopardizing regulatory compliance

Empower agents to sell education packages while shortening the long sales cycle. Stress on agent training to handle complex objections and eliminate the need to oversell or mis-sell products.

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How does Convin help the EdTech contact centers?

Efficiently handle peak enrollment season

Train agents to deal with the pressure of admissions, counseling, and a high influx of inbound calls. Coach agents on limited period and early bird offer to win more students.

Eliminate Mis-selling episodes

Detect misselling of courses and plans by agents automatically. Educate agents on the repercussions of selling false commitments and offers; coach them on ethical selling practices.

Improve closure rates and shorten deal cycles

Identify agent behavior that positively impacts deals. Based on the conversation behavior patterns, empower agents with repeatable best practices that close deals faster.

Invest in AI-powered customer conversations

Earn more admissions with real-time conversation tracking

Leverage real-time monitoring and guidance to reduce hold times, improve first-call resolution, and shorten sales cycles. Eliminate potential violations and escalations with auto-generated prompts. Ensure a friendly and efficient customer experience–ensure agents respond with empathy while handling critical conversations with parents.

Real-Time Agent Assist illustration

Uncover unsatisfactory agent performance

Uncover unsatisfactory agent performance

Overhaul agent performance by automatically evaluating 100% of customer conversations and surfacing improvement areas. Focus on coaching agents on admission queries and product knowledge without wasting crucial time on manual review of lengthy conversations. Offer agents automated AI feedback and Lead scores to encourage proactive behavior.

Increase revenue with best practices

Get top-performing agents' automatic winning behavior suggestions and replicate them to improve sales performance and student onboarding. Get insights to deal with difficult student-parent questions across the lead generation process from sales to after-sales support.

Dashboard showing conversation behavior analysis with sections for top and bottom performers, compliance and violations, lead analysis score at 56%, and call overview with talk ratio 40%, patience 0.74, and call quality up 34%.

Keep up with the latest student plans and discounts

Dashboard interface showing automated agent coaching with sections for agent performance report at 76% improved, coaching library with start button, coaching progress with three dated entries and status icons, and areas of improvement with AI audit scores and percentage changes.

Agents are at a loss of resources and documents when handling students' and parents' questions, especially during peak enrollment periods. Employ automated coaching to build technically strong agents with the latest product, promotion, and pricing knowledge.

Unravel new revenue opportunities

Staying one step ahead of the customer’s movement is the best way to retain and invite new parents and students. Allow conversation intelligence to analyze 100% of customer conversations to extract information on preferred payment options, batches, teachers, price-per-class objections, early bird expectations, emerging learning models, and fresh opportunities driven by student-parent demand.

27 %
Increase in CSAT
21 %
Increase in Sales
16 %
Increase in Closure Rate
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Analyze omnichannel conversations
Access Convin
on-the-go
Download on Google playDownload from Apple Store

Integrate Effortlessly With Your Tech Stack

Integrate Effortlessly With Your Tech Stack
Integation
Integrations

Trusted by B2C Leaders Who Get It.

“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
“Convin has transformed the way we manage quality, collaboration, and communication.”
Before Convin, our QA process was scattered across Google Forms and our CRM, making audits, updates, and insights extremely time-consuming. With Convin, everything is now centralized—audits, PKTs, and process updates are easily accessible on one platform. We can make instant changes to audit forms without tech support, and all call recordings are readily available for review and insights. The ability to fill both Audit and Governance Forms simultaneously has boosted QA efficiency, while Team Leads can now track compliance independently.
Suyash Talekar
Customer Success Lead, Traya
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah

Transform Customer Conversations with Convin’s AI Agent Platform

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