Your Enrollio platform uses two types of AI bots to manage conversations with prospective families. Primary bots handle all general inbound messages and serve as your main point of contact. Non-primary bots work within specific automations to handle specialized tasks like tour bookings or enrollment follow-ups.
Understanding how to configure both types ensures families always get quick, relevant responses.
Primary AI Bots
Your primary bot is the main responder for all incoming conversations that aren't being handled by a bot inside an automation. Think of it as your center's virtual receptionist — it's always on, ready to help families on whatever channels you've assigned to it.
Important: You can change which bot is your primary bot anytime. Switching won't affect any configurations, but you'll need to reassign communication channels to your new primary bot if needed.
How Primary Bots Work
Primary bots respond to conversations from any assigned communication channels — text messages, Facebook Messenger, live chat on your website — as long as those conversations aren't already being handled by a bot inside an automation.
- General Conversations: Your primary bot automatically responds to messages received outside of automation flows
- Channel Dependence: The bot can only respond on channels you've assigned to it
Setting a Bot as Primary
- Go to Settings → Enrollio AI
- Create a new bot or select an existing bot
- Click the Set as Primary button
- Click Save
[SCREENSHOT: Enrollio AI dashboard showing the "Set as Primary" button for a bot]
Assigning Channels to Your Primary Bot
You need to assign communication channels so your bot knows where it can respond. Your primary bot handles general inbound messages from these assigned channels, unless that conversation was started by an automation using a different bot.
Assign channels that match how families typically reach you: text messaging, Facebook, Instagram, or website chat.
[SCREENSHOT: Bot channel assignment interface showing SMS, Facebook, Instagram, and webchat options]
Non-Primary AI Bots
Non-primary bots are specialists. They work exclusively within automations to handle specific conversations — like nurturing a new lead from a Facebook ad, following up after a tour, or answering questions about your waitlist.
How Non-Primary Bots Work
Non-primary bots don't handle general inbound messages. Instead, they activate when an automation triggers them:
- Automation-Triggered: These bots only respond when an automation step activates them
- Single Bot Per Conversation: You can transfer a conversation between different bots at different automation steps, but only one bot handles the conversation at any given time
- Channel-Dependent: The bot can only respond on channels configured in its settings that match the automation's communication channels
- Task-Specific: Perfect for specialized conversations like tour scheduling, enrollment follow-ups, or waitlist management
Matching Bot Channels to Automations
For a non-primary bot to work in an automation, the channels must align. Here's what needs to be true:
Example: You're setting up a bot to nurture leads from Facebook and Instagram ads.
- ✅ Your non-primary bot has Facebook and Instagram assigned as communication channels
- ✅ Your lead nurture automation triggers from Facebook and Instagram messages
- ✅ Your non-primary bot is added as an action in that same automation
Critical: If your automation includes multiple channels (like Facebook and text messages), make sure your bot can handle both platforms, or assign separate bots for each channel.
[SCREENSHOT: Automation builder showing a non-primary bot action with channel selections matching the automation trigger]
Frequently Asked Questions
What's the difference between a primary bot and non-primary bots?
Your primary bot handles all general inbound messages unless they're assigned to a different bot in an automation. Non-primary bots only work within automations to handle specific tasks.
What happens if I don't assign all necessary channels to my primary bot?
Your bot won't be able to respond to messages on those platforms. If families text you but you haven't assigned text messaging to your primary bot, they won't get a response. Make sure all relevant channels are assigned.
Can I have more than one primary bot?
No, you can only have one primary bot at a time. If you switch to a different primary bot, reassign all required channels to the new one.
Can non-primary bots respond to general inbound messages?
No, non-primary bots only respond within automations. Your primary bot exclusively handles general inbound messages.
How do I make sure a non-primary bot responds in a specific automation step?
Add the bot to the appropriate step in your automation, then verify the automation uses channels that match the bot's assigned channels. For example, a text-only bot won't respond to Facebook messages in the same automation.
Can I assign multiple non-primary bots to a single automation?
Yes, you can use multiple non-primary bots in one automation, each configured for different tasks or channels. For example, use one bot for tour scheduling and another for enrollment paperwork questions in the same automation.
What happens if an automation includes a channel not assigned to the non-primary bot?
The bot won't respond to messages on channels it isn't configured for. Always ensure the channels in your automation match the channels assigned to your bot.
Can I change a non-primary bot's channel assignments after adding it to an automation?
Yes, you can modify channel assignments anytime. However, review any automations using that bot to make sure the new channel configuration still aligns with your automation steps.