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Help articles related to CollegeVine's AI Recruiter across all modes.

CollegeVine's AI Recruiter

Here's a guide on how to most effectively use custom instructions for your AI recruiter.

How should I use custom instructions for my AI recruiter?

Here's a guide on how to most effectively use CTAs for your AI recruiter.

How do CTAs work with the AI Recruiter?

Custom instructions and CTAs

Collecting student consent for AI Recruiter outreach (phone and SMS)

Want to know how your Missions are doing? The CollegeVine UI makes it simple to track performance. Here’s a short guide to help you make sense of the reporting metrics.

Understanding your Mission performance

Ready to set up your email marketing journeys? Follow these step by step instructions!

Setting up Email Marketing Journeys

Ready to set up your Agent's phone? Follow these step by step instructions!

Setting up your Agent's Phone

Ready to set up your website recruiter? Follow these step by step instructions!

Setting up your Agent's Website Recruiter/Chatbot

How often will my AI Recruiter reach out to my leads?

Now that you have given your AI Recruiter all the knowledge and context it needs to effectively connect with your leads, it's time to launch! Follow the guidelines below to…

Launching your AI Recruiter

How the AI Recruiter can reach your desired audiences

AI Recruiter communication modes

What is the CRM Integration?

Before you begin — CRM integration checklist

Choosing your integration method and required credentials

Here's how to integrate your AI recruiter with your non-Slate CRM.

AI Recruiter/CRM integration guide [SFTP]

This overview describes why we have two separate integrations for your AI recruiter and the network and how they function together.

AI Recruiter integration vs. Network integration

Creating new CRM fields for AI Recruiter

Required and recommended import fields

Defining your student population

This guide explains how to generate a secure public/private SSH key pair on MacOS, which you’ll use to sync to the CollegeVine AI Recruiter.

Generate SSH key pair [MacOS]

Here's how to generate an SSH key pair for the CRM Sync with the AI Recruiter!

Generate SSH key pair [Windows OS]

Adding or removing data fields from your import

Mapping fields in CollegeVine

Updating your student population in CollegeVine

Manually upload student records

Information on how to adjust your data import to fix any errors and warnings you see

Common integration errors and troubleshooting guidance

AI Recruiter/CRM integration FAQs

Managing when your AI Recruiter stops engaging students

AI Recruiter CRM Sync- General

Here's how you integrate your AI recruiter with Slate.

AI Recruiter/CRM integration guide [Slate]

Slate guidance- creating the AI Recruiter source format

How to create a configurable join for CollegeVine

Slate guidance- create a configurable join query

For uploading lead records to CollegeVine’s AI Recruiter

Slate guidance- create a basic query

Slate guidance- preventing duplicates

Update lead segments you import into CollegeVine [Slate]

AI Recruiter CRM Sync- Slate

Here's how to integrate your AI recruiter with your Salesforce CRM using Informatica.

AI Recruiter/CRM integration guide [Salesforce via Informatica]

Here's how to integrate your AI recruiter with your Salesforce CRM using our CollegeVine API.

AI Recruiter/CRM integration guide [Salesforce API]

Update lead segments you import into CollegeVine [Salesforce API]

AI Recruiter CRM Sync- Salesforce

For more support reach out to your CollegeVine partnerships team member.

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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