Universal Assistant
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.
Evidence-backed answers from policies & catalogs
Task agents: check holds, submit requests
Multimodal: PDFs, webpages, images, forms
Role-aware permissions & approval gates
Can you check if I have any holds blocking registration?
Yes, you have 1 advising hold. I can help you resolve it.
Required: Meet with advisor
Book me for the next available slot
A secure, role-aware copilot
Combines retrieval-augmented generation (RAG), across institutional documents, web pages, and structured data, with action agents that can complete routine tasks under policy constraints.
Retrieves evidence from your knowledge base, then executes tasks
Answer questions and take action
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."
See how it works
Watch the universal assistant in action
Key capabilities
Everything needed to answer questions and take action across campus systems
Evidence-backed answers
Every response is grounded in your institutional data with inline citations, policies, catalogs, handbooks, and knowledge bases, so users can verify and trust the information they receive.
Task agents
Automated actions that go beyond answers, schedule appointments, look up records, submit forms, check holds, and trigger workflows, all executed securely on the user's behalf.
Multimodal context
Understands and reasons across documents, images, forms, and structured data, whether it's a PDF policy, a campus map, a spreadsheet, or a scanned transcript.
Role-aware governance
Responses and available actions are tailored to each user's role and permissions, students see their own data, advisors see their cohorts, and staff operate within defined scopes.
24/7 availability
Always-on support for students, staff, and faculty, no waiting for office hours or business days. Instant, reliable help whenever and wherever it's needed across campus.
Smart escalation
Automatically routes complex or sensitive queries to the right human advisor, with full conversation context preserved, so no one has to repeat themselves or start over.
Common tasks the agent can handle
From simple questions to complex workflows
Students
- Check registration holds
- Find degree requirements
- Schedule advising appointments
- Request transcripts
- Submit grade appeals
- Apply for graduation
Advisors
- Pull at-risk student lists
- Check course prerequisites
- Verify degree audits
- Recommend course sequences
- Generate cohort reports
- Track advising caseloads
Staff & Faculty
- Look up policies and procedures
- Submit IT/facilities tickets
- Reserve rooms and equipment
- Check budget codes
- Request vendor access
- Process department forms
Outcomes you can measure
Proven impact from institutions using Universal Assistant
Reduced support ticket volume
Common inquiries resolved instantly by the assistant, freeing support staff for complex cases.
Faster query resolution
Students and staff get answers in seconds instead of waiting hours or days for email replies.
Consistent institutional messaging
Every answer is sourced from approved policies and pinned responses, ensuring uniform guidance across all channels.
Improved student experience
Students enjoy instant, accurate, and personalized support available around the clock, no hold times, no runaround.
Integrations
Ready-made adapters and a simple pattern for custom tools
Core Systems
- SIS (Banner, PeopleSoft)
- LMS (Canvas, Blackboard)
- CRM (Salesforce, Slate)
- Student portals
Productivity
- Email (Gmail, Outlook)
- Calendar scheduling
- Document repositories
- Knowledge bases
Support
- ITSM (ServiceNow)
- Ticketing systems
- Chatbot platforms
- Help desk tools
Custom
- REST APIs
- Database queries
- File systems
- Webhooks
Human-centered, secure, and auditable
Built for trust, transparency, and institutional control
Trustworthy & Transparent
Explainable answers with citations and linkbacks
Approval gates for sensitive actions; override with reason code
Advisor/staff pin canonical answers to reduce drift
Secure & Compliant
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
From kickoff to campus-wide rollout
Discovery & Setup
- Map knowledge sources
- Define role permissions
- Configure system connectors
- Set approval workflows
Content Indexing
- Ingest policies and catalogs
- Index documents and forms
- Train on institutional terms
- Test retrieval accuracy
Pilot & Refinement
- Launch with pilot cohort
- Pin canonical answers
- Tune action agents
- Collect user feedback
Campus Rollout
- Expand to all users
- Train staff and advisors
- Monitor usage patterns
- Iterate on workflows
Frequently Asked Questions
Ready to give your campus an assistant that can both answer and act?
Safely, consistently, and at scale, with evidence, permissions, and human oversight