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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