CollegeVine

Agent Platform how-to documentation and best practices

Agent Platform

Webinars for the new platform

Shares links and recordings for virtual resources

Webinars and office hours

Summer refresh checklist

How to refresh your constituents and integrations for the new cycle

How to refresh your knowledge base

How to update your active workflows

Use these guides to refresh your platform, data, and workflows for the new recruitment cycle.

Summer refresh resources

The AI landscape today

Predictable systems vs. adaptive systems

Why this matters for higher ed

Provides a foundational overview of modern AI concepts, including adaptive systems, agents, and guardrails, to help higher education partners understand how CollegeVine’s platform works

Understanding AI

What is CollegeVine?

AI agents at CollegeVine

What’s new in the Agent Platform

Agent workflows

Provides high level information about the CollegeVine Agent Platform and upgrade timeline

Ontology data security and access controls

Provides information on Ontology, CollegeVine's governed data layer that ingests and normalizes    data from your institution's source systems so that AI agents, applications, and approved workflows can query it safely and consistently.

What is Ontology?

Introducing the Admin agent

Provides information on the Admin agent, a conversational assistant on the platform that lets you ask questions, pull reports, and make certain configuration changes for your agent using natural language.

What is the Admin agent?

Configuring platform permissions

Getting around the platform

CollegeVine user sign-up & account creation

Step by step guide to enabling SSO on the CollegeVine platform

Setting up Single-Sign On

SSO guide for CollegeVine constituent auth (Okta)

SSO guide for CollegeVine constituent auth (Entra)

Provides how-to guidance for brand new users

Getting started in the platform

Populating your agent’s knowledge base

Upload .pdf, .txt, and .csv files to train your AI Recruiter, helping it better understand your school for smarter and effective insights.

AI Recruiter assets checklist

Upload .pdf, .txt, and .csv files to train your AI One Stop, helping it better understand your school for smarter and effective insights.

AI One Stop assets checklist

Testing your knowledge assets

Knowledge base tags

Publishing your knowledge assets

Refreshing your assets

Provides information on how to build a strong knowledge base

Building a knowledge base for your AI agents

How to approach configuration

How to create a webchat channel, configure its settings, and install the embed code on your website.

Setting up your agent's website recruiter

Choosing communication channels

Understanding tools in the toolbox

Testing your workflows

Testing using the test harness

Agent persona

Best practices for custom instructions

Mental health and safety escalations

Provides how-to guidance to configure an agent

Configuring and testing your AI agent

Understanding workflows

Launching a new mission workflow

Mission Ideas

Inbound helpdesk guide

Network DMs guide

Inbound and outbound phone guide

Email marketing guide

Webchat guide

Customizing email design

Transcript processing workflow overview

Goes over navigating new and existing workflows, from email marketing to inbound helpdesk

Using workflows

Opt-outs and suppression logic

How opt-outs are handled by your agents

Agent opt-out and consent FAQs

How AI Phone and SMS Consent interacts with opt-outs

How escalations work at CollegeVine

Collecting consent for AI Agent outreach via phone and SMS

Understanding email: sending, cadence, and metrics

Explains how Communication Modes, consent requirements, suppression logic, and escalations govern outreach across email, SMS, and phone, helping institutions manage channel configuration, maintain compliance, and ensure student communication remains controlled and aligned with policy.

Communication modes, consent, & escalations

Mapping fields in CollegeVine

Required and recommended import fields

Importing constituents into CollegeVine

Constituent sync

Asset sync

Constituents, segments, properties, and provenances

Adding or removing properties for an SFTP integration

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

Common integration errors and troubleshooting guidance

Managing when your agent stops engaging students

How-to articles regarding constituent management and data integrations

Managing constituents, segments, & integration

CRM integration guide [SFTP]

CRM integration guide [Slate]

CRM integration guide [Salesforce API]

CRM integration guide [Salesforce via Informatica]

CRM integration guides

Understanding reporting & insights

Video walkthrough- building insight & history reports

Provides guidance on using the reporting and insights features

Reporting & insights

Help articles related to CollegeVine's Application and Transcript Processing products.

AI document processing

How do I set up the Transcript Reader integration?

CRM integration information for AI Processing.

Transcript reader CRM integration

How will I receive the outputs from the Transcript Reader?

How are GPAs calculated in CollegeVine's Transcript Reader?

How does the Transcript Reader handle multiple transcripts?

Reference: GPA columns

Reference: Summary statistics columns

General information about getting set up with our AI processing features.

General transcript reader guidance

What messaging could be used to communicate the new GPA calculation method?

Supporting information for implementation.

Implementing the transcript reader

FAQ & support

AI and environmental sustainability

Privacy, trust & security

Managing notification settings

What languages does the agent platform support?

Product tab renaming

Provides general FAQ and support info including a glossary and info about security & privacy

FAQ, security & support

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

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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

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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.

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