Universal Agent

A campus copilot that can answer with evidence and act on behalf of students, advisors, and staff—powered by agents and multimodal RAG across your policies, forms, syllabi, and systems.

Agents for common tasks Multimodal RAG (docs, web, media) Action adapters (SIS/CRM/ITSM) RBAC + audit trail
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At a glance
  • 🔎 Evidence-backed answers from policies, catalogs, and KBs
  • 🤖 Task agents: check holds, submit requests, schedule advising
  • 🧠 Multimodal: PDFs, webpages, images (flyers/syllabi), forms
  • 🔗 Connectors for SIS, LMS, CRM, ITSM, email/calendar
  • 🛡️ Role-aware permissions, human approval gates, audit logs

What it is

A secure, role-aware copilot that combines retrieval-augmented generation (RAG)—across institutional documents, web pages, and structured data—with action agents that can complete routine tasks under policy constraints.

What it does

Answers questions with citations, summarizes complex policy, and then executes follow-ups—like “clear my advising hold,” “file a residency reclassification,” “book the next available tutor,” or “start my graduation application.”

Key capabilities

Multimodal RAG
Index policies, forms, FAQs, catalogs, syllabi, and web content. Extracts tables, dates, and requirements; returns answers with sources and snippets.
Task agents & tools
Pluggable agents for holds, appointments, forms, ticketing, and notifications. Tools include calendar, email, forms intake, and document generation.
Action adapters
API adapters for SIS (Banner/PeopleSoft/Colleague), LMS (Canvas/Blackboard), CRM (Salesforce/Slate), ITSM, and data services to read/write safely.
Role-aware governance
RBAC, least privilege, environment separation, and approval steps for sensitive actions. Every action is attributed, logged, and explainable.
Conversation to workflow
Converts natural-language intent into structured workflows with forms prefill, document upload prompts, and status tracking for students and staff.
Advisor/Staff loop
Agents draft; humans review. Advisors can pin canonical answers, flag outdated sources, and teach the agent preferred playbooks.
See agent actions Pair with Alerts & Nudges

Common tasks the agent can handle

Check & resolve holds
Explain the hold, link policy, and launch the correct form or appointment to resolve it.
Schedule services
Advisor meetings, tutoring, testing center slots; syncs with calendars and sends confirmations.
Start & submit forms
Residency, transcript requests, overrides, graduation checklists—prefills data, validates completeness.
Explain policies
Refunds, add/drop, probation, SAP—answers with citations and student-friendly language.
Surface next-best actions
From Alerts & Nudges and Planning: “enroll in X,” “upload Y,” “meet advisor by Z.”
Staff shortcuts
Draft emails/notes, summarize cases, fetch student context, open SIS pages deep-linked.

Outcomes you can measure

Resolution speed
Shorter time from question to action completion.
Deflection & capacity
Self-serve answers & automations free staff for complex cases.
Consistency
Canonical, cited guidance reduces back-and-forth and errors.
Student momentum
Fewer dropped tasks; faster progression to enroll/complete.

Integrations

Ready-made adapters and a simple pattern for custom tools.

SIS (Banner, PeopleSoft, Colleague)
LMS (Canvas, Blackboard)
CRM (Salesforce, Slate)
ITSM / Ticketing (ServiceNow, Jira)
Plus email, calendar, forms, and storage connectors; custom tools via APIs and events.

Human-centered, secure, and auditable

AI augments—humans approve
  • Explainable answers with citations and linkbacks
  • Approval gates for sensitive actions; override with reason code
  • Advisor/staff pin canonical answers to reduce drift
Security & compliance
  • RBAC & least privilege, SSO, and fine-grained scopes per tool
  • Audit trail for prompts, retrieved sources, and actions
  • PII minimization; encryption in transit/at rest; FERPA/GDPR aligned

Implementation timeline

Week 1
RAG index & sources
Load top policies/KBs, define content routing and redaction rules.
Weeks 2–3
Connect tools
Enable calendar/email, SIS read, and 1–2 write actions with approvals.
Week 4
Pilot playbooks
Holds, appointments, top 10 FAQs; calibrate citations and guardrails.
Week 5+
Scale & certify
Add forms, ticketing, and program-specific playbooks; publish KPIs.
Request a pilot plan Review privacy & security

FAQs

Any approved source: PDFs, webpages, policy docs, knowledge base articles, and structured data from the Common Data Model—scoped by role and course/program.

Through RBAC scopes and tool permissions. Sensitive actions require human approval or dual attestation. All actions are logged with timestamps and inputs.

Yes—staff can pin vetted responses, set confidence thresholds, and deprecate outdated sources to keep guidance consistent.

No. The agent handles repetitive lookups and form starts; people provide coaching, exceptions, and approvals—improving capacity and consistency.

Answers require retrieved citations; low-confidence responses trigger fallback options (clarifying questions, handoff, or human queue). Departments can enforce “citations required” for public answers.

Ready to give your campus an assistant that can both answer and act—safely, consistently, and at scale?

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