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Education · Inbound

Advisor

Enrollment Advisor

Meet Advisor, an AI assistant for educational institutions, helping prospective students with enrollment processes and academic inquiries.

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What it does

Built around four
core capabilities.

1

Enrollment guidance

Handles enrollment guidance reliably, every call.

2

Program information

Handles program information reliably, every call.

3

Application assistance

Handles application assistance reliably, every call.

4

Student support

Handles student support reliably, every call.

Sample conversation

A typical
inbound call.

Every prompt is editable in the workflow editor after you import the playbook.

Customer

Hello, I'm interested in your enrollment options.

Advisor (Finn)

You've reached the right place — I'm Advisor. Could you share a few details so I can enrollment guidance?

Customer

I'm interested in the spring semester computer science program.

▸ Captured: Enrollment guidance

Advisor (Finn)

Got it. Could you share a few details so I can program information?

Customer

I've completed two years of community college.

▸ Captured: Program information

Advisor (Finn)

Thanks. I've logged the details — you'll get a confirmation by SMS in the next minute.

How it works

Three steps from
playbook to live calls.

Import

Pick the Enrollment Advisor playbook and Finn drops the full workflow into your dashboard.

Customize

Tweak the persona, prompts, captured fields, and integrations — no code, just drag-and-drop.

Deploy

Connect a phone number, upload an audience or set up inbound routing, and go live in minutes.

What's included

Everything ships
ready to go.

Pre-built workflow, captures, and integrations — every node editable. Wires into the tools your education team already uses.

  • Pre-written inbound welcome message
  • Pre-built workflow nodes covering every step
  • Capture fields for enrollment guidance, program information, application assistance
  • Recommended voice + language pair for the industry
  • Suggested handoff rules (live agent transfer + voicemail fallback)
  • Editable persona — tweak tone, name, and prompt without code
  • Phone-number-aware routing and business-hours logic

Suggested integrations

Workday StudentSalesforce Education CloudCalendly logoCalendlyHubSpot logoHubSpot

Don't see yours? Finn plugs into any system via webhooks + API.

Real outcomes

Teams that already shipped.

"RocketSDR improved candidate experience and reduced offer drop-offs with Finn 24×7 AI helpline and proactive escalations."
Shivansh

Shivansh

Head of Engineering, RocketSDR

Related playbooks

More for Education teams.

BrianInbound

College Receptionist

Meet Brian, the dedicated College AI Receptionist for your college or school, committed to enhancing student experience and operational efficiency.

Open

Part of

Education solutions

Admissions reception, enrollment nurture, retention

See full education solution

FAQ

Questions and answers.

Is Finn FERPA-compliant?+

Finn is built for FERPA-aware handling: Brian and the enrollment advisor are hard-blocked from disclosing enrolled-student information without explicit consent, and prospect and applicant data is treated under FERPA's directory-information rules. As the educational institution, you remain the responsible party under FERPA.

Can Finn handle financial aid questions?+

Walks prospects through FAFSA timeline, scholarship deadlines, and merit-aid eligibility — without quoting specific awards. Specific award conversations route to a financial aid officer.

What about international applicants?+

Finn handles all 46 supported languages — admissions calls run in the prospect's preferred language without routing to a bilingual counselor.

Does Finn handle decision-day pressure?+

Calls admitted students before deposit deadlines to answer last-minute questions, walks them through deposit submission. Lifts deposit conversion 5–10% in pilot programs.

Which SIS systems are supported?+

Banner, PowerCampus, Anthology, Workday Student. CRMs: Salesforce EDA, Slate, EduGuide.

Ready to ship

Import Enrollment Advisor
and go live today.

Every account starts with a 30-minute free trial. No credit card needed.

Book a demo