Alerts & Nudges

Detect risk early and guide momentum with AI-personalized messages—delivered at the right time, on the right channel, with a clear next step.

Signal library Advisor in the loop Multi-channel Outcome tracking
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At a glance
  • 📈 Early indicators from LMS activity, enrollment, and engagement
  • 💬 AI-authored, policy-aware nudges with merge fields & tone controls
  • 🔁 Automated follow-ups, escalation routing, and stop rules
  • 🧪 A/B testing and lift measurement by cohort
  • 🔐 FERPA-aligned logging, opt-outs, and audit trail

What it is

A role-aware, policy-aware engagement engine for higher education. It combines event signals from the Common Data Model with configurable playbooks and AI-generated messages to prompt the next best action for each student.

What it does

Surfaces risk and momentum, drafts clear nudges, schedules delivery across channels, handles replies, routes escalations to advisors, and measures lift—so teams can focus on meaningful conversations, not manual chasing.

Key capabilities

Signal builder & library
Use prebuilt signals (no-login, missing submission, prereq clash, registration hold, low discussion participation, attendance drift) or build your own with filters and thresholds.
AI-assisted nudge authoring
Generate concise, empathetic messages with merge fields (name, course, deadline), tone styles, and multilingual support; include quick-action links.
Sequencing & automation
Configure stepped campaigns with wait rules, office hours injection, and automatic close when goal met (e.g., assignment submitted, hold cleared).
Human-in-the-loop
Advisor review queues, one-click edits, and escalation playbooks for sensitive cases. No messages go out without governance you set.
Multi-channel delivery
Email, SMS*, LMS inbox, push/web notifications; quiet hours, opt-outs, and respect for communication preferences. *SMS optional via your provider.
Measurement & A/B testing
Track open/click/acknowledge, goal completion, and time-to-action; run variants and compare lift by cohort, course, program, and demographic groups.
Preview the signal catalog See Academic Planning

High-impact use cases

Assignment risk
Detects missing or low-score submissions, nudges with resources, and follows up after office hours.
Attendance & engagement drift
LMS logins, discussion activity, and attendance flags trigger supportive check-ins before week 3/5/8 milestones.
Registration & holds
Alerts for holds and missing prerequisites include one-click links to clear issues or schedule advising.
Financial aid tasks
Gentle reminders for documents or forms with deadline-aware escalation to success teams.
Momentum & kudos
Kudos for improvements (quiz streaks, attendance recovery) reinforce positive behavior and belonging.
Pre-term onboarding
Device setup, LMS intro, and success resources reduce melt and week-1 confusion.

Outcomes you can measure

Earlier interventions
Reduce time-to-outreach from weeks to hours after signal detection.
Lift in course success
Higher on-time submissions and pass rates in sections using playbooks.
Advisor efficiency
Automations handle reminders; advisors spend time on conversations that matter.
Equity focus
Cohort analytics ensure no group is over- or under-nudged; tune for fairness.

Integrations

Signals and delivery work with your existing systems.

LMS (Canvas, Blackboard)
SIS (Banner, PeopleSoft, Colleague)
CRM (Salesforce, Slate)
Messaging (Email, SMS*, Push)
*SMS via your existing provider or Infinize-compatible gateways.

Ethical engagement & privacy

Respectful by default
  • Clear purpose language and student-friendly tone
  • Opt-out & quiet hours; channel preference honored
  • No high-stakes automation without human review
Controls & compliance
  • RBAC on signals and messaging templates
  • Encryption, audit logs, and data minimization
  • Alignment to FERPA/GDPR and institutional policies

Implementation timeline

Week 1
Connect & calibrate
Enable signals, map channels, define guardrails.
Week 2
Templates & playbooks
Create/adapt templates; set escalation paths.
Week 3
Pilot cohorts
Launch 2–3 signals with A/B variants.
Week 4+
Scale & measure
Expand to programs; track lift and adjust.
Request starter playbooks Review privacy & security

FAQs

Yes—advisors can review, edit, approve, or pause any message. Sensitive scenarios can require manual approval by policy.

Email is built-in; SMS is supported via your provider. Replies thread back to the student record with alerting for advisor follow-up.

Yes—filter by major, program, modality, advisor caseload, first-gen status, and custom tags from the Common Data Model.

Global frequency caps, quiet hours, channel preferences, and automatic stop rules when a goal is met or a case is open.

Variant and holdout comparisons by cohort with metrics like acknowledge rate, time-to-action, assignment completion, pass rate, and next-term persistence.

Ready to scale proactive, human-centered outreach—without adding staff hours?

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