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EducationIn active use
A teachable AI assistant for an education consultancy
- The problem
- A small counseling team works across a CRM, a busy inbox, and an assessment platform. Follow-ups, fee flags, and report sending depended on one person remembering everything.
- What I designed and built
- An AI assistant that works across those existing tools: it checks the inbox twice a day, triages mail, follows the lead pipeline, flags fees due and data problems, and researches when asked.
- Key decisions
- Ground rules from day one: it never sends an email, deletes anything, changes fees, or contacts a family without the founding counselor's approval. It learns the way a new team member does, through written procedures I teach it, and keeps a learnings log the team can read.
- Where AI fits
- The assistant is the product: an AI agent working on the team's existing tools, so there is no new system to adopt.
- What I learned
- A real assistant is a system, not a chatbot: rules, procedures it can be taught, and the habit of asking first. It keeps people in the loop instead of replacing them, and it is the model I am now taking to the hospital work.