SkolzoSkolzoHelp

Counselors & admins · School staff

CRM AI for admissions

Self-paced · updated with each release

Audience: Counselors, admissions heads, school admins
Duration: ~1 hour
Prerequisites: Counselor guide · IT admin

Learning objectives

  • Use AI copilot safely on lead and call workflows
  • Review AI insights and conversation quality
  • Configure knowledge base and AI governance
  • Understand AI voice agents vs human follow-up

1. AI hub

Route: /school-panel/ai

Central entry for admissions AI tools. Enable features your plan includes before training counselors.

Screen Route Purpose
Sovix guide /school-panel/ai/sovix In-product navigation & training (not lead drafts) — Sovix assistant
Copilot /school-panel/ai/copilot Draft replies, summarize threads, next steps on leads
Insights /school-panel/ai/insights Pipeline and counselor productivity signals
Analyst /school-panel/ai/analyst Ad-hoc questions on CRM data (leadership)
Marketplace /school-panel/ai/marketplace Optional AI extensions
AI voice /school-panel/ai-voice Outbound/inbound voice agents
Conversation review /school-panel/conversation-review QA on AI-assisted messages

2. Copilot on leads

  1. Open a lead in /school-panel/leads/[id].
  2. Use Copilot to draft WhatsApp/email — always review before send.
  3. Log a human note when Copilot changed tone or facts.

School policy: AI suggestions are assistive, not auto-sent, unless your admin enabled governed automations.

3. Knowledge base

Route: /school-panel/settings/knowledge-base

Upload FAQs (fees, transport, curriculum) so copilot answers match your school. Link to Communications playbook for template alignment.

4. AI governance

Route: /school-panel/settings/ai-governance

Admins set which roles may use copilot, voice, and analyst. See IT admin guide.

5. AI voice agents

Route: /school-panel/ai-voice

Requires telephony integration (Counselor § Telephony). Test with internal numbers before parent campaigns.

Practice exercise

  1. Add three knowledge-base articles your front office uses daily.
  2. Draft one WhatsApp reply with Copilot and send after edit.
  3. Review one conversation in Conversation review.

See also