Deploy purpose-built AI agents on top of your Slate CRM to automate enrollment, personalize outreach, and accelerate student success — on your infrastructure.
Technolutions Slate is the leading CRM platform for higher education enrollment management, powering admissions, financial aid, advising, and alumni engagement for hundreds of institutions worldwide.
ibl.ai Agentic OS extends Slate's capabilities by deploying intelligent AI agents that act on CRM data in real time. These agents automate repetitive workflows, surface actionable insights, and personalize every student touchpoint — without replacing your existing Slate investment.
Because Agentic OS runs on your own infrastructure, your institution retains full ownership of every agent, every data flow, and every model. There is zero vendor lock-in, and all operations remain FERPA-compliant by design.
The integration connects Technolutions Slate to ibl.ai Agentic OS via Slate's REST API and webhook event system. AI agents deployed on Agentic OS subscribe to Slate events, process CRM records, and write enriched data back to Slate — all within the institution's own cloud or on-premises environment.
Authenticates and manages all bidirectional data exchange between Slate and Agentic OS using Slate REST APIs and webhook subscriptions
Technolutions Slate REST API, OAuth 2.0Hosts and executes purpose-built AI agents for enrollment, advising, and outreach workflows on institution-owned infrastructure
ibl.ai Agentic OS, containerized microservicesCoordinates multi-agent workflows, manages task queues, and routes Slate events to the appropriate specialized AI agent
ibl.ai Agentic OS orchestration engineLogs all agent actions, data access events, and model decisions to support FERPA compliance, audit trails, and institutional governance
ibl.ai Agentic OS audit framework, institution SIEM integrationDeploy the Agentic OS platform on your institution's cloud environment or on-premises servers. ibl.ai provides infrastructure-as-code templates for AWS, Azure, and GCP to accelerate provisioning.
In Technolutions Slate, create a dedicated API user with appropriate scopes for the data objects your agents will access — typically prospects, applications, communications, and events.
Enter your Slate API credentials into the Agentic OS Slate Connector configuration panel. Map Slate data objects to Agentic OS entity schemas and validate the bidirectional connection.
Configure Slate to push real-time webhook events — such as new inquiries, application submissions, and status changes — to the Agentic OS event ingestion endpoint.
Select and configure purpose-built agents from the ibl.ai agent library — such as the Enrollment Outreach Agent or Yield Prediction Agent — and assign them to relevant Slate event triggers.
Run end-to-end integration tests using sandbox Slate records. Review agent action logs in the Agentic OS audit dashboard, confirm FERPA compliance posture, and promote to production.
AI agents monitor Slate for new inquiries and application events, then automatically generate and send personalized outreach messages — reducing counselor workload while improving prospect response rates.
Agents analyze historical Slate enrollment data and real-time engagement signals to score each applicant's likelihood to enroll, enabling counselors to prioritize high-impact interventions.
The Agentic OS orchestration layer routes Slate events to the right agent or human staff member based on applicant profile, stage, and urgency — eliminating manual triage.
Agents draft personalized emails, SMS messages, and chat responses grounded in each prospect's Slate record, which staff can review, edit, and send — keeping humans in control.
Every agent action, data access event, and model recommendation is logged in the Agentic OS audit module, providing a complete, FERPA-compliant record for institutional governance.
All agents run on your infrastructure. Your institution owns the code, the data, and the models — with zero dependency on ibl.ai cloud services after deployment.
An AI agent monitors Slate for new inquiries and automatically triggers personalized, multi-touch nurture sequences — emails, SMS, and chat — tailored to each prospect's program interest and engagement history.
Agents continuously score admitted students in Slate for yield risk. When a student's score drops below a threshold, the agent alerts an enrollment counselor and drafts a targeted re-engagement message.
Counselors interact with an AI agent that surfaces relevant Slate record summaries, suggests next-best actions, and drafts personalized follow-up content — all within their existing Slate workflow.
An AI agent classifies and routes incoming financial aid inquiries captured in Slate to the appropriate staff member or self-service resource, reducing response time and staff burden.
Agents analyze Slate alumni records to identify re-engagement opportunities, draft personalized outreach for giving campaigns, and log all interactions back to Slate automatically.
See how ibl.ai deploys AI agents you own and control—on your infrastructure, integrated with your systems.