What is a vault?
A 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 all of your AI agents. Here are the sections that can be found in a vault:
Knowledge Base
This area is your central hub to upload assets, schedule staff interviews, share emails, and provide key information about your institution — everything needed to power smarter, more personalized engagement with your leads.
Personality
In this section, you can fine-tune how your AI agent communicates with constituents — 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 agent 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 prompts that inspire constituents to take a specific 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 agent is that it will recognize the perfect moments during conversations to naturally insert these CTAs for maximum impact.
Custom instructions
Custom instructions let you fine-tune your AI agent 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 agent 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 modes your AI agent uses to connect with prospective students — from chat and email to phone and more. 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 agent interacts with people.
For more information or questions, please contact your CollegeVine partnerships team.