Select a specific student support moment to analyze. We will outline how your chosen signals and institutional guidelines can facilitate a thorough advisor review and prompt human follow-up.
Send us a public program page and we’ll turn its information into a working preview. Your team can test real student questions and see how specialist agents could support the recruitment journey.
1. Test real student questions
Explore program fit, format, requirements, deadlines, and next steps.
2. Add recruitment specialists
See how Program Discovery, Admissions Requirements, and Application Guidance can work together.
3. Define the admissions handoff
Carry the student’s program interest and conversation to the right counselor, with the option to schedule a meeting.
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Empowering Education with Trusted Partners
FAQ
Before you request a Recruitment Agent preview
Everything you need to know about Recruitment Agent.
What do we need to provide?
Send us one public program page. We’ll use the approved information on that page to prepare the Recruitment Agent preview. You do not need to provide CRM access or applicant data for the preview.
What will we see in the first meeting?
You’ll see a working preview that can respond to questions about the selected program. Your team can test common student questions, review how specialist recruitment agents work together, and discuss when a student should be connected with a counselor.
What kinds of student questions can it support?
The Recruitment Agent can help with questions about program fit, requirements, study format, deadlines, application steps, and what to do next. The exact coverage depends on the information your institution approves and makes available.
How can prospective students reach the Recruitment Agent?
Students can connect with the Recruitment Agent through:
-Website chat -Email -SMS or text messaging -WhatsApp, when enabled -Voice conversations
The student’s question, program interest, and next step can remain connected as the conversation moves between channels. Your institution chooses which channels are active, how follow-up works, and when an admissions counselor takes over.
The initial preview focuses on the web-based experience. Additional channels are planned and enabled as part of a broader implementation.
How does the agent keep its answers accurate?
The preview is grounded in the approved program information you provide. Your team can test the answers, identify missing information, and decide which questions should always be handed to an admissions professional.
Does the Recruitment Agent replace admissions counselors?
No. It handles common questions, helps students find useful next steps, and carries important context into a counselor handoff. Admissions staff remain responsible for personal guidance and decisions that require human judgment.
Can the agent help students schedule a meeting?
Yes. When a student needs personal guidance, the Recruitment Agent can help move the conversation toward an admissions meeting. Your institution defines when scheduling is offered, which staff members are available, and what information is included in the handoff.
What institutional controls and review materials are available?
Your institution controls the approved recruitment content, active communication channels, access permissions, follow-up rules, escalation points, and counselor handoffs. Role-based access, activity records, agent guardrails, and human oversight help your team review how the agent is being used.
Available review materials include:
-Completed SOC 2 Type II report -ISO/IEC 27001:2022 certification documentation -HECVAT -VPAT and WCAG documentation -FERPA documentation -FedRAMP-compatible architecture information -Materials supporting HIPAA and CMMC review
The exact requirements depend on your deployment, the information being used, and your institution’s security and procurement policies.
Will the preview change our website or connect to our CRM?
No. Preparing the preview does not change your website or connect to your systems. Website placement, CRM integration, communication channels, follow-up rules, and appointment scheduling would be scoped separately if you decide to move forward.
