The CollegeVine platform is organized in the following ways:
Agents
The agents list shows all of your agents. Click any agent to select it and load its settings, workflows, and insights in the sidebar below.
Workflows
Workflows outline your agents capabilities, whether its email missions, email marketing, or network DMs. You can view your institution's live, drafted, or archived workflows.
Insights
Insights is the reporting dashboard for this agent. Saved reports and pre-built metrics cards live here. Use + New to create a custom Insight (chart or metric) or a History report (event log). See: Reporting
Settings
Agent settings is the configuration specific to this agent, including:
Persona — name, avatar, personality, branding, contact info, and social media
Channels — outbound email address, SMS number, phone number, and webchat widget configuration
Knowledge
Knowledge is your shared knowledge base, where all assets (web pages, documents, interview recordings) live. From here you can search and filter assets, review new interviews pending approval, refresh connected web pages, delete existing assets, and add new assets. Each asset displays its tag (which determines which agent can access it) and its current status.
Constituents
Your full constituent list. This section has four tabs:
Constituents — your student list with search, filter, and CSV export
Segments — dynamic groups built from filters (used to target agent actions)
Properties — custom data fields you've defined, including type and permission settings
Provenances — a read-only view of where constituent data originated
Integrations
Integrations shows the configuration for data integrations. Manage your Constituent Sync and Asset Sync here — the SFTP-based connections that import student records and associated institution files. (Note: "Asset Sync" here refers to SFTP file imports from your institution, not knowledge base assets.)
Your account menu
Click your avatar or name in the bottom-left corner to access account-level options:
Help center — opens the CollegeVine help center
Account — team overview and notification settings
Recruiting Network — links to the CollegeVine Recruiting Network
Logging in and navigating between the agent platform and the network
Platform-enabled SEM users who log in from collegevine.com are taken directly to platform.collegevine.com. The platform is the primary experience for platform-enabled partners, regardless of which URL they use to sign in.
Network-only accounts will continue to land on the network dashboard when logging in from collegevine.com.
Navigating to the Recruiting Network from the platform
Platform-enabled users who need to access the network dashboard can do so at any time by clicking their profile image in the bottom-left corner and selecting Recruiting Network.
Note that AI Recruiter and AI One Stop are not accessible from the network dashboard — these tools are available exclusively on the agent platform. The network dashboard is intended for network configuration only.
Returning to the platform from the network
To navigate back to the platform from the network dashboard, click your profile picture in the top-right corner and select Agent Platform from the menu.
Quick reference
I want to... | Go to... |
View or edit my knowledge base assets | Platform → Knowledge |
Manage student data and segments | Platform → Constituents |
Set up a constituent or file sync | Platform → Integrations |
View agent activity and build reports | Agent → Insights |
Configure webchat, helpdesk, or email behaviors | Agent → Workflows |
Update agent persona or branding | Agent → Settings |
Switch platforms | Bottom-left avatar menu |
Access the Recruiting Network dashboard | Bottom-left avatar menu → Recruiting Network |
Return to the platform from the network | Top-right profile picture → Agent Platform |