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AI Recruiter Training Guide

Updated over 2 weeks ago

Basic setup ⚙️

Complete the following to be ready to launch to students.

  1. Choose a name and photo
    Give your AI recruiter a friendly and approachable identity. Your school’s name will always
    appear with your recruiter's name, so no need to add “from X College” in the name.

  2. Add your website URL
    Index key areas of your website.
    Assets →

  3. Complete a training interview
    Answer questions on a phone call with your AI Recruiter to capture the essence of your school.
    Staff interviews →

  4. Edit personality
    Define the personality of your AI Recruiter to match your school’s tone and voice.
    Personality →

  5. Train your AI Recruiter using your best emails
    Forward emails to your AI Recruiter using your unique email address to help it learn.
    Email Trainer →

  6. Test your AI Recruiter
    Chat with your AI Recruiter as if you’re a student to ensure it provides responses you like.
    Test AI Recruiter →

Before you launch

Our Trust & Safety checks will evaluate your AI Recruiter across the most common scenarios to ensure it provides accurate and helpful responses. You will receive a report card to give you the green light to launch your AI Recruiter to students.


Expand knowledge ✍️

Add even more resources and information to continue training and get the most out of your AI Recruiter:

  1. Upload assets

  2. Complete additional staff interviews

  3. Add affinity building events

  4. Forward emails

  5. Add any custom instructions

Upload Assets

This section is where you can add detailed, factual, and objective information about your institution. This data helps in presenting a clear and detailed picture of what your institution has to offer. Get started with our recommended assets: Assets Checklist

Staff interviews

Train the unique aspects of your school and fill in any missing information. We recommend completing an interview for each of the preset topics. Complete them yourself or have another member of your staff take the call.

Tips for the call

  • Feel free to interrupt. If the interviewer misses a key point, feel free to interject.

  • You can ask for new questions. Your AI interviewer can generate them instantly.

  • There’s no time limit. Take your time to ensure thorough and complete responses.

  • Don’t worry about being perfect. The call will be summarized and you can make edits.

Affinity building events

Add resources to help prospective students learn more about your school and connect with the campus community. Your AI Recruiter will share and encourage these resources throughout a student's admissions journey. Create your own or select a preset like scheduling a campus visit, viewing a virtual tour, and interviewing with a current student.

Email Trainer

Send your existing marketing emails to your unique vault email address, allowing your AI Recruiter to analyze them and craft content that mirrors your brand's voice. For a simplified training process, we recommend listing your AI Recruiter’s email as a contact in your inquiry forms and marketing flows.

For added security, the AI Recruiter will only process emails from a list of senders you've specifically approved (under “Allowed senders”).

Custom instructions

Custom instructions allow you to tailor the behavior of your AI Recruiter to align with your institution's specific policies, preferences, and resources. It’s alright to leave this section blank or have only a few instructions set.

Be clear and specific in your instructions to avoid misunderstandings. Use separate sentences whenever possible. For best results, write as though you’re giving instructions to a 10th-grader.


Test your AI Recruiter 🧪

Manual testing

Chat with your AI Recruiter to ensure it provides accurate and helpful responses to students. Select Randomize student to see how your AI Recruiter personalizes responses for different profiles.

What if my AI Recruiter gets something wrong?

If info needs to be corrected or updated, upload an asset or complete a staff interview to correct the information. Once indexed, your AI Recruiter will have the accurate info.

Automated checks

To ensure the safety and accuracy of your AI Recruiter, we run automated benchmark checks. These tests will evaluate your AI Recruiter’s performance across various scenarios, verifying its ability to provide appropriate responses.

After our system completes benchmarking your AI Recruiter, you will receive a report card highlighting your AI Recruiter’s strengths and identifying any areas for improvement.


Launch to students 🚀

You’re ready to launch when:

  1. You’ve completed the basic setup

  2. You received a report card from us with the all-clear

To launch, click the Launch to students button in the top right corner of the page.

Once launched, your prospective students can:

  • Chat with your AI Recruiter 24/7 from their connections hub and your school’s profile.

  • Get personalized outreach from your AI Recruiter to support their admissions journeys.

Launch on CollegeVine

We recommend launching your AI Recruiter to your connections on CollegeVine first, as these represent a pool of interested students who are more familiar with AI. Launch campaigns to make new connections for your AI Recruiter to engage with.

Launch to your leads

As you continue to train your AI Recruiter and improve its performance, you can expand its reach to include uploaded leads and additional modalities such as email, phone calls, and more.

If you would like to turn off your AI Recruiter, please contact our support team.

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