Virtual Assistant AI Departmental Learning Models

Modified on Fri, 25 Oct at 3:43 PM

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Virtual Assistant AI Departmental Learning Models


This article is focused on understanding the virtual assistant AI Departmental Learning Models. To help you navigate the article we have broken it down into the following sections:


What are virtual assistant AI Departmental Learning Models?

The "brain" of the virtual assistant is driven by a robust, customizable knowledge base that has been created and curated by Ocelot's AI Conversational Design team. The team utilizes their 100+ years of combined higher ed experience to keep this knowledge base (otherwise known in the admin portal as the general library) updated as higher ed regulations and trends change along the way.


The general library is organized into AI Departmental Learning Models that reflect standard institutional offices and support the majority of needs across campus. 


What AI Departmental Learning Models are available?

The available AI Departmental Learning Models are outlined in the chart below. The AI framework has been built around this categorization to ensure that institutions have the content and functionality needed and that the bot speaks the languages of both higher ed and students within this context.

  • Unless specified in the contract, generally "Enrollment Management" virtual assistants have access to 5 of these libraries, with the standard options being Admissions, Academic Advising, Financial Aid, Registrar, and Student Accounts/Billing.
  • "Campus-Wide" virtual assistants (AKA "Enterprise") have access to as many of these AI Departmental Learning Models as the institution needs.

While Ocelot will do everything possible to accommodate needs outside of these content areas, there are currently AI-based limitations with specific content related to academic programs (e.g., specific names of courses, course descriptions, etc.) and virtual assistant personality/smalltalk areas (e.g., favorite food, age, jokes, etc.). These areas have been built into the virtual assistant's standard framework, but there are limitations with the ability to customize further.




AI Departmental Learning ModelDescriptionImplementation Notes

Academic Advising

Assist students with achieving academic success, and connect them to campus resources
A part of the standard "Enrollment Management" virtual assistant.
Most effective when paired with the Registrar library due to the volume of commonly shared content.

Admissions

Recruit and communicate with prospective students about the admission process
A part of the standard "Enrollment Management" virtual assistant. 

Alumni

Connecting former students with alumni resources and networking opportunities

Athletics

Topics include NCAA sports, ticketing, fan information, and athlete information- DOES NOT include NCAA compliance

Basic Needs

Connecting students with basic needs services on campus and in the community

Bookstore

Content related to buying/renting textbooks, general merchandise

CalWORKS, Foster Youth, EOPS/CARE

Advisement on each of the State of California assistance programs
Most effective when paired with the Financial Aid library due to the volume of commonly shared content.

Career Services

Career counseling and resume development, access to job listings and internships for students

Counseling Services

Connecting students with counseling and psychological services on campus

Disability Services

Connecting students with on-campus disability services such as how to make accommodation requests

Financial Aid

Advising users on the financial aid process including state and federal aid options
A part of the standard "Enrollment Management" virtual assistant.
Typically paired with the Financial Wellness library and most effective when also paired with the Student Accounts and Student Employment libraries due to the volume of commonly shared content.

Financial Wellness

Content related to budgeting, student loan repayment, and debt management
Typically paired with the Financial Aid library due to the volume of commonly shared content.

Health Services

Provides information about health services on campus, student health insurance, and general/limited information on health issues

Housing

Provides information about on/off-campus housing, roommates, and dining services

Human Resources

Provide information regarding university benefits, job postings/applications, and disclosures

Information Technology/Help Desk

Content related to tier-one technical issues such as resetting passwords, finding usernames, and connecting to Wifi

International Programs/
Study Abroad

Information about visas, study abroad, and processes to assist first-year international students

Library

Content related to library services, such as finding textbooks, the reserves process, securing space, fines, etc

Mailing Services

Topics related to receiving mail and sending outgoing mail on campus

Orientation

Registration, scheduling, and logistics of new and transfer student orientation
Most effective when paired with the Admissions library due to the volume of commonly shared content.

Outreach

Provides information about scheduling presentations, college ambassadors, and event nights
Most effective when paired with the Admissions library due to the volume of commonly shared content.

Parking and Transportation

Topics include permits, lot information, bus routes, and citations

Recreation Center

Topics include access to gyms and other fitness facilities, health and fitness classes, and non-competitive sports

Registrar

Topics include registration, transcripts, and grading
A part of the standard "Enrollment Management" virtual assistant.

Student Accounts
(AKA Billing, Bursar)

Information about billing, including how to make a payment and where to locate a billing statement
A part of the standard "Enrollment Management" chatbot.
Most effective when paired with the Financial Aid library due to the volume of commonly shared content.

Student Employment

Provides students with information about getting a job while attending school
Most effective when paired with the Financial Aid library due to the volume of commonly shared content (i.e. Federal Work Study).

Student Life

Provides information about extracurricular activities on campus and other ways to get involved

Testing Services

Content on how to schedule a test, test offerings, and test protocols

Title IX

Procedures and an explanation of rights for sexual assault survivors

TRIO

Provides information about 2 federal programs within TRIO (SSS and Upward Bound)

Tutoring

Resources to help students find tutoring support on campus
Most effective when paired with the Academic Advising library due to the volume of commonly shared content.

Veterans

Information about educational benefits related to veterans and those on active duty
Most effective when paired with the Financial Aid library due to the volume of commonly shared content.

Workforce Development

Information about programs designed to train workers to meet the hiring demands of employers in an area.


What if the area my institution needs is not available?

While the available content areas are currently not further customizable, your Client Success Manager will work with you to explore the possibility that your needed content will fit within one of the existing areas. If content does not fit within these areas, we will work with our Product and AI teams to explore how your needs can be met in the future as the AI grows and evolves.


Can we set up an office that is not on the list above for other products or purposes?

Yes. The offices in the list above reflect what the AI can support within the virtual assistant knowledge base. Virtual Assistant offices that are not reflected above can be set up for product organizational purposes, such as communication opportunities contact options, as well as Live Assistant and Two-Way Messaging office organizational needs. 


The Automatic Content Generation feature can also answer questions for offices not included in the list as long as you have turned it on and have knowledge sources set up related to that office. 


For more information about Automatic Content Generation, review the Virtual Assistant: Automatic Content Generation article


Contact your Client Success Manager for further guidance based on your specific needs.


How do I decide which AI Departmental Model to use?

Choose AI Departmental Learning Models that will assist both your students and prospective students most effectively. The most utilized AI Departmental Learning Models are 1. Financial Aid, 2. Admissions, 3. Registrar, 4. Student Accounts, 5. Academic Advising, 6. IT Help Desk.

  • Unless specified in the contract, generally "Enrollment Management" virtual assistants have access to 5 of these AI Departmental Learning Model, with the standard options being Admissions, Academic Advising, Financial Aid, Registrar, and Student Accounts/Billing.
  • "Campus-Wide" virtual assistants (AKA "Enterprise") have access to as many of these AI Departmental Learning Models as the institution needs.

You'll be guided to select your chosen AI Departmental Learning Model when completing the virtual assistant set-up forms.


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