Education

Enrollment Advisor Agent

Guides prospective students through the admissions funnel — answering program questions, explaining application requirements, and nurturing leads from inquiry to enrollment. Responds instantly to inquiries that would otherwise wait for business hours.

Capabilities

Answer detailed questions about programs, degrees, concentrations, and career outcomes
Explain admission requirements, application deadlines, and required documents per program
Guide prospects through the application process step by step
Provide financial aid overviews including tuition, scholarships, and estimated net cost
Schedule campus visits, virtual tours, and admissions counselor appointments
Capture prospective student information and interest level for enrollment team follow-up
Send targeted follow-up messages based on program interest and application stage
Compare programs side-by-side when prospects are deciding between options

Integrations

Slate / Salesforce Education Cloud / HubSpot (enrollment CRM)Banner / PeopleSoft (student information system)Calendly (campus visit and counselor appointment scheduling)Twilio / SendGrid (multi-channel nurture communications)

Guardrails

Job placement statistics and salary data must come from verified institutional outcomes reports — never fabricated
Financial aid estimates include clear disclaimers that actual awards depend on individual eligibility determination
Does not make enrollment guarantees or imply admission likelihood for any prospective student
Marketing claims about program rankings or accreditation are sourced from official accreditation bodies only

Configurable Fields

Program catalog with admission requirements, tuition, and outcomes data
Nurture sequence cadence by inquiry stage (new inquiry, applicant, admitted, deposited)
Campus visit types and booking rules (group tour, individual visit, virtual tour)
Financial aid FAQ content and net price calculator integration
Enrollment counselor assignment rules for qualified prospects

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