# EAB Navigate + Agentic OS Integration > Source: https://ibl.ai/resources/integrations/eab-navigate-agentic-os *Transform EAB Navigate analytics into autonomous AI-driven student success actions — on your infrastructure, under your control.* EAB Navigate is one of higher education's most widely adopted student success platforms, surfacing risk flags, advising cues, and engagement signals across the student lifecycle. But analytics alone don't move the needle — action does. ibl.ai Agentic OS bridges that gap by deploying purpose-built AI agents that read Navigate's data signals and autonomously trigger personalized outreach, advising workflows, and intervention sequences without manual staff effort. Because Agentic OS runs on your institution's own infrastructure, every agent, every data exchange, and every decision log stays within your compliance boundary — fully FERPA-compliant, with zero vendor lock-in. ## Capabilities ### Autonomous Risk Intervention AI agents monitor EAB Navigate risk scores in real time and automatically initiate personalized outreach to at-risk students — without waiting for an advisor to manually review the alert queue. ### Intelligent Appointment Nudging When Navigate flags a student as overdue for advising contact, agents send contextually personalized scheduling prompts via the student's preferred channel, increasing appointment conversion rates. ### Advisor Workflow Augmentation Agents pre-process Navigate caseloads, draft advising notes, and surface prioritized student summaries — so advisors spend time on high-value conversations, not data triage. ### Closed-Loop Action Logging Every agent action triggered by a Navigate signal is written back as a structured case note or interaction record, keeping Navigate as the system of record while agents do the work. ### Scalable Proactive Outreach Deploy agents that run 24/7 across your entire student population — not just the caseloads advisors can manually manage — ensuring no Navigate alert goes unaddressed. ### Institution-Owned Agent Infrastructure All agents, models, and data pipelines run on your infrastructure. Your institution owns the code and data — EAB Navigate signals never leave your compliance environment. ## Setup ### Step 1: Provision Agentic OS on Your Infrastructure (~2–4 hours) Deploy ibl.ai Agentic OS to your institution's cloud environment (AWS, Azure, GCP) or on-premises servers. This ensures all data remains within your compliance boundary from day one. Requirements: - Cloud account or on-premises server meeting ibl.ai minimum specs - Institution IT administrator access - Docker or Kubernetes environment ### Step 2: Configure EAB Navigate API Credentials (~1–2 hours) Generate API credentials within your EAB Navigate instance and register them in the Agentic OS Navigate Connector. Define which data scopes — alerts, appointments, risk scores — agents are authorized to access. Requirements: - EAB Navigate administrator account - API access enabled by EAB support - OAuth 2.0 client credentials ### Step 3: Map Navigate Signals to Agent Triggers (~3–6 hours) Use the Agentic OS visual workflow builder to map specific Navigate events — such as a risk flag crossing a threshold or a missed appointment — to corresponding agent action workflows. Requirements: - Defined institutional intervention protocols - Access to Agentic OS workflow builder - Navigate alert taxonomy documentation ### Step 4: Configure and Test Student Success Agents (~4–8 hours) Select or customize purpose-built student success agents within Agentic OS. Define each agent's role, tone, escalation rules, and communication channels. Run sandbox tests against Navigate staging data. Requirements: - ibl.ai Agentic OS agent configuration access - Navigate sandbox or test environment - Institutional communication system credentials (email, SMS) ### Step 5: Enable Audit Logging and Compliance Controls (~1–2 hours) Activate the Agentic OS compliance module to log all agent actions, data access events, and student interactions. Configure retention policies aligned with your institution's FERPA obligations. Requirements: - Institution data governance policy documentation - Designated audit log storage location - Privacy officer sign-off ### Step 6: Go Live and Monitor Agent Performance (~Ongoing) Activate the integration in production. Monitor agent activity through the Agentic OS dashboard, review intervention outcomes in EAB Navigate, and iterate on agent workflows based on real-world performance data. Requirements: - Stakeholder approval from advising and IT leadership - Agentic OS monitoring dashboard access - Defined KPIs for student success outcomes ## Technical Requirements **EAB Navigate Requirements:** - EAB Navigate instance with API access enabled (contact EAB support to activate) - OAuth 2.0 API credentials with appropriate data scope permissions - Navigate administrator role for connector configuration - Webhook or polling endpoint access for real-time alert streaming **ibl.ai Agentic OS Infrastructure:** - Cloud environment (AWS, Azure, GCP) or on-premises server with Docker/Kubernetes - Minimum 8 vCPU, 32 GB RAM for standard deployment (scales with agent volume) - Secure network connectivity between Navigate API endpoints and Agentic OS host - TLS 1.2+ for all data-in-transit encryption - Institution-managed data store for agent memory and audit logs **Compliance & Security:** - FERPA data handling agreement with ibl.ai (standard in all contracts) - Institution data governance policy review prior to go-live - Role-based access controls configured for agent administration - Audit log retention policy aligned with institutional records schedule - Privacy officer or compliance team sign-off on agent action scope ## FAQ **Q: Does this integration send EAB Navigate student data to ibl.ai's servers?** No. Agentic OS is deployed entirely on your institution's own infrastructure. EAB Navigate data flows directly into your hosted Agentic OS environment and never transits ibl.ai's servers, ensuring full FERPA compliance and institutional data ownership. **Q: What types of EAB Navigate signals can trigger Agentic OS agents?** Any Navigate event exposed via the API can serve as an agent trigger — including early alert flags, risk score thresholds, missed appointments, course withdrawal signals, and engagement drop indicators. Triggers are fully configurable in the Agentic OS workflow builder. **Q: Will agent actions appear in EAB Navigate as advising records?** Yes. The integration supports closed-loop write-back, meaning agent-initiated outreach, notes, and intervention outcomes can be logged back to Navigate as structured interaction records, keeping Navigate as your authoritative system of record. **Q: How is this different from EAB Navigate's built-in automation features?** Navigate's native automation is rules-based and operates within its own platform. Agentic OS adds a layer of AI-driven, context-aware agents that can reason across multiple data sources, personalize communications at scale, and execute multi-step workflows across systems beyond Navigate. **Q: Does my institution need a dedicated AI or data science team to manage this integration?** No. Agentic OS is designed for deployment and management by IT and student success administrators. ibl.ai provides pre-built agent templates for common Navigate use cases, and the visual workflow builder requires no coding to configure agent triggers and actions. **Q: How long does it typically take to go live with this integration?** Most institutions complete initial deployment and go-live within 2–4 weeks. This includes infrastructure provisioning, Navigate API configuration, agent workflow setup, compliance review, and user acceptance testing. Complex multi-department rollouts may take 6–8 weeks. **Q: Is this integration compatible with other systems we use alongside EAB Navigate?** Yes. Agentic OS is designed to integrate with the broader institutional technology ecosystem, including Canvas, Blackboard, Banner, PeopleSoft, Salesforce, and communication platforms. Navigate signals can be combined with data from these systems to give agents richer context. **Q: What happens to the AI agents if we change or discontinue our EAB Navigate contract?** Because your institution owns the Agentic OS deployment — including all agent code, configurations, and data — you are never locked in. Agents can be reconfigured to connect to a different student success platform without rebuilding from scratch.