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How to upload fact sheets

Updated this week

What is a Fact Sheet?

A fact sheet is a concise, informative document that provides essential information about a specific topic. In the context of the CollegeVine platform, fact sheets help your AI Recruiter easily reference institutional data to respond accurately and helpfully to prospective students.


Types of Fact Sheets

Fact sheets currently cover the following topics:

  • Majors – details about available academic programs

  • Sports – information on athletic teams and divisions

  • Clubs – student organizations and extracurricular activities

  • Deadlines – key dates for applications, financial aid, and events


How Fact Sheets work

When a fact sheet is uploaded to your AI Recruiter's knowledge base, it becomes a structured reference the AI can pull from during conversations. This ensures that students receive accurate, up-to-date responses to specific questions about your institution.

Basic Requirements

To ensure a successful upload, follow these file requirements:

  • Use a CSV file formatted as UTF-8.

  • The header row label should include the correct column names as required by the fact sheet category.

    • Majors

      • Major name

    • Sports

      • Sport name

    • Clubs

      • Club name

    • Deadlines

      • Deadline name

      • Date

        • Valid values/formats:

          • YYYY-MM-DD

          • open-enrollment

          • rolling

    • NOTE: You may check out sample files on the bottom of the page.

  • Do not include extra blank rows or columns in the file.

How to Upload a Fact Sheet

  1. Log in to your account.

  2. Navigate to AI Recruiter > Vault > Knowledge Base > Fact Sheets.

  3. Click on Upload CSV.

  4. Click Save.

  5. Click Publish Changes to activate the uploaded content in the AI Recruiter's environment.

How to Update a Fact Sheet

  1. Log in to your account.

  2. Navigate to AI Recruiter > Vault > Knowledge Base > Fact Sheets.

  3. Select the appropriate category (e.g., Majors, Sports).

  4. Click on Reupload File with the updated CSV.

  5. Click Save.

  6. Click Publish Changes to apply the updates.

How to Test the Fact Sheet

Once you've published your changes:

  1. Use the Test AI Recruiter feature.

  2. Start a simulated conversation using a random user profile.

  3. Ask questions related to the fact sheet content to confirm the AI is referencing the data correctly.


Fact Sheet Sample Files:

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