Features
Agent for enrollment triage and counselor prompting
Agent for advising (at-risk flagging, success plans)
Agent for advancement (donor identification, stewardship)
Unified workspace connecting SIS, LMS, CRM data
Live agent activity monitoring across institutional systems
Integration with Salesforce, Banner, Canvas, Outlook
Automated data syncs without migration
SOC 2 Type II, FERPA, and HECVAT compliance
ROI calculator for retention and advisor hours
Deploy in 6-12 weeks with minimal IT resources
Multi-agent architecture with shared context
Institutional intelligence across full student lifecycle
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
