The Vault is a structured repository designed to securely store and organize data within CollegeVine’s AI Agents product suite. Acting as the centralized data backbone, each Vault ensures that information can be efficiently accessed and leveraged by your AI agent.
By training your vault, CollegeVine enables smarter AI interactions and a consistent experience for you and your team.
The vault is a key component in training your AI Recruiter. Check out the vaults following sections:
Knowledge Base
Your AI Recruiter’s success starts here.
This platform is your central hub to upload assets, schedule staff interviews, share email templates, and provide key information about your institution — everything needed to power smarter, more personalized engagement with your leads.
The richer and more complete your knowledge base, the better your AI Recruiter can spotlight what makes your school exceptional.
Personality
In this section, you can fine-tune how your AI Recruiter communicates with leads — tailoring it to match your school’s unique tone and voice. Whether you want it to sound friendly or serious, casual or professional, or a blend of both, you have full control. You can train your AI Recruiter with specific guidance to ensure it reflects your institution’s values, standards, and personality.
Plus, a customizable section lets you provide detailed instructions on how the AI should engage and interact — helping it truly become an authentic extension of your team.
Calls to Action (CTA)
Calls to Action (CTAs) are powerful prompts that inspire prospective students to take the next step. In this section, you can add your preferred links, which will appear as messages, buttons, suggestions, or conversational nudges — all designed to smoothly guide users along their admissions journey.One of the best parts about the AI Recruiter is its intuition: it will recognize the perfect moments during conversations to naturally insert these CTAs for maximum impact.
You’ll be able to choose from a variety of CTA types and even customize them for specific lead groups based on year level. By strategically weaving CTAs into conversations, your AI Recruiter will help nurture prospective students more effectively — making the admissions process more personalized, engaging, and efficient.
Custom Instructions
Custom Instructions let you fine-tune your AI Recruiter to reflect your institution’s unique policies, preferences, and available resources.
Whether you want to provide detailed guidance or just a few key notes, it’s perfectly fine to leave this section brief — or even blank — as you get started. For best results, keep your instructions clear, specific, and easy to follow.
Use simple, direct sentences — think of it like explaining something to a 10th-grader. The clearer your guidance, the more accurately your AI Recruiter will represent your school.
Want to learn how to get the most out of Custom Instructions? Click here
Comms
In this section, you’ll find the various engagement modalities your AI Recruiter uses to connect with prospective students — from chat and email to other interactive channels. Use this space to set up, customize, or update each modality to align with your goals.
You can also test how each mode functions before going live, ensuring everything works exactly as intended. Whether you’re fine-tuning settings or previewing experiences, this section helps you optimize how your AI Recruiter interacts with leads.
You’ll likely spend a lot of time in the Vault — and for good reason. It’s your command center for setting your AI Recruiter up for success. From customizing tone and voice, crafting strategic CTAs, and building a rich knowledge base, to defining engagement modalities and writing detailed instructions, every tool in the Vault empowers you to shape how your AI Recruiter connects with prospective students.
And if you ever need support along the way, your Partner Managers and Strategic Partner Leads are always here to help.