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Workflow guide

Support plan for schools and colleges

Answer admissions dates, program details, and campus questions from your published pages. Student records and individual decisions stay with your staff.

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What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Admissions office

Planning sample

Answer from approved sources

  1. 01
    When do spring decisions come out?Admissions calendar
  2. 02
    Do I need to send official transcripts?Application checklist.pdf
  3. 03
    Is there a deadline for scholarship applications?Financial aid FAQ
Boundary

Hand to your team

  • Admission decisions and late applications
  • Student records and grades
  • Financial aid awards and appeals
For example
Can I still apply after the deadline has passed?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    A question about their own application

    The agent can’t see student records, so it hands the chat to admissions.

  2. 02

    A request to appeal a decision

    The agent links the appeals page and passes the chat to staff.

  3. 03

    Financial hardship comes up

    The agent shares the aid office contact and hands the chat to a person.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

No. The agent has no access to student records. It answers from your published pages and hands status questions to admissions staff.

You can, but separate agents are easier to test. Give each office its own sources and handoff rules, and add each widget to the pages that office owns.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

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