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
Forecast Truth: daily anomaly detection and sandbagging flags
Pipeline Control: automated hygiene scans with rep notifications
The Closer: deal health checks and next-best action recommendations
PrepMe: auto-generated meeting briefs with account intelligence
The Scribe: auto-draft CRM updates from Gong/Zoom/Chorus transcripts
Audit Trails: tamper-evident, timestamped logs per action
Policy Enforcement: configurable rules by deal stage/team/action
Cross-System Coordination: updates CRM, SEP, ERP simultaneously
Human Approval Loops: configurable thresholds for AI execution
Role-Based Access Control (RBAC): granular permissions
SOC 2 Type II certified with continuous monitoring
Data Residency: customer data never leaves your environment
No model training on your data
End-to-end encryption in transit and at rest
Real-time anomaly detection and incident response
