CollegeVine

Current platform how-to documentation and best practices

Current Platform

Here's how you and your team create an account on CollegeVine.

How to create an account on CollegeVine?

Step by step guide to enabling SSO on the CollegeVine platform

Setting up Single-Sign On

Helpful guides and steps to get you up and running in the CollegeVine Platform.

Accessing the CollegeVine Platform

Generalized information relevant to any AI agent.

AI Agents (All)

Here's an overview of how to use the Staff Interviews feature.

Using staff interviews to train your AI agent

Here's an overview of how to use the Email Trainer feature.

Using email to train your AI agent

Information on how to refresh your AI agent's data once you've added additional information to the vault.

Refreshing your AI Agent's vault data

Think of your vault like a base of knowledge for your AI agent.

What is an AI Agent vault?

General information about how to train your AI agent's vault

AI agent vault information

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

How should I use custom instructions for my AI agent?

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

How do CTAs work with my AI agent?

How to use CTAs and custom instructions when setting up your AI agent.

AI agent CTAs and custom instructions

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

CollegeVine's AI Recruiter

What is an AI Recruiter Vault?

How to update AI Recruiter Vault data

Interacting with your AI Recruiter goes beyond borders.

What languages does the AI Recruiter support?

Learn the basics of how to train your AI Recruiter

Getting started with your AI recruiter

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

General guidance on training your AI recruiter.

AI Recruiter training guide

General guidance on testing you AI recruiter

AI Recruiter testing guide

How to upload Fact Sheets for your AI Recruiter

Using staff interviews to train your AI Recruiter

Using email to train your AI Recruiter

Reindexing URLs

AI Recruiter vault materials

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)

How to send a Mission with your AI Recruiter

Misson Ideas

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

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

What columns are included in the files I get back from CollegeVine's AI Recruiter?

How do I manually upload leads to my AI recruiter?

Here is some guidance on how to decide which fields to send with your leads for your AI Recruiter.

Which fields should I include in my import to CollegeVine's AI Recruiter?

AI Recruiter CRM Sync FAQs

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.

How do I generate an SSH key pair on MacOS for the AI Recruiter?

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

How do I generate an SSH key pair on Windows for the AI Recruiter?

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

What do my AI Recruiter data import errors and warnings mean?

How do I update which fields I am sending to the AI Recruiter?

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

How do I integrate my AI Recruiter with my (non-Slate) CRM via SFTP?

Updating the leads being sent to your AI recruiter for all other CRMs

AI Recruiter CRM Sync- General

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

How do I integrate my AI Recruiter with Slate?

How to create a configurable join for CollegeVine

How to create a configurable join query in Slate

For uploading lead records to CollegeVine’s AI Recruiter

How to create a basic query in Slate

How to prevent duplicates in Slate when using the AI Recruiter

How to set up source format in Slate for AI Recruiter

Updating the leads being sent to your AI recruiter via Slate integration

AI Recruiter CRM Sync- Slate

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

How to integrate your AI Recruiter with Salesforce CRM via Informatica

Updating the leads being sent to your AI recruiter via the Salesforce API integration

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

How do I integrate my AI Recruiter to Salesforce using API

AI Recruiter CRM Sync- Salesforce

How AI phone consent interacts with opt-outs

Learn how CollegeVine's AI recruiter uses opt out information and passes that information back to partners via CRM sync.

How opt-outs are handled by the AI Recruiter

AI recruiter opt out and consent FAQs

Information on how the recruiter collects and uses student consent and opt-out information

Phone consent and opt outs

Overview on the AI One Stop training process.

What are the key components to train my AI One Stop?

What does the onboarding process for AIOS entail?

How do I manually upload students to my AI One Stop?

What assets should be uploaded to the AI One Stop Vault?

Information about CollegeVine's AI OneStop agent.

CollegeVine's AI One Stop

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

How do I integrate my AI One Stop to Salesforce using API

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

How do I integrate my AI One Stop with my (non-Slate) CRM via SFTP?

Information about integrating your One Stop agent with a variety of SIS and CRM platforms

AI One Stop SIS/CRM sync

What materials are available to support the socialization of the AI One Stop Agent to students?

What is the criteria for an email to be escalated from the AI One Stop agent?

Implementing your AI One Stop

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

CollegeVine's AI Document Processing

How do I configure Slate to integrate with CollegeVine's AI Processing?

How do I connect to the SFTP server for a non Slate AI Processing integration?

CRM integration information for AI Processing.

Transcript Reader CRM integration

How to prepare your initial transcript batch file upload for Transcript Reader

Information about CollegeVine’s GPA calculation for university admissions staff using the AI document processing product.

How are GPAs calculated in CollegeVine’s Transcript Reader?

Reference: GPA columns

Reference: Summary statistics columns

What output files will I receive from the Transcript Reader?

What is the transcript upload process once the transcript reader has been launched?

How does the Transcript Reader handle multiple transcripts?

What do the error codes in the Row Errors output mean?

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

CollegeVine offers a series of webinars designed to support ongoing training and help you get the most out of our platform. Keep an eye out for upcoming invitations! You can…

CollegeVine Upcoming Success Webinars &  Past Recordings

Recordings of CollegeVine hosted training Webinars

CollegeVine Webinars

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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