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Webhooks are used to integrate personalized information into the Ocelot chatbot. Clients find that 80% of the web capabilities can be implemented pre-built and 20% need to be tailored to meet their specific needs. 


Our webhooks can be applied to over 100 top-level questions within our general library. 50% of answers to the top 100 student questions are dependent on or augmented by SIS integration, which Ocelot can support. When the integration personalizes chatbot answers, we know students will engage 300% more. 


Below is a breakdown of Ocelot's different capabilities through our pre-built SIS integration, including the types of questions each web capability can support.


Web Capability Name

General information

academic_standing_status

Retrieves the current academic standing of a student.

If there is an academic standing, the student will receive the following message: “Your current academic standing is <insert academic standing>.” 


If the academic standing is not considered 'good', the student will also receive the following message: “Contact your Academic Advisor for additional information.” 


If there is no academic standing available, the student will receive the following message “No academic standing is found at this time.”


Default Response:

Your current academic standing <academic_standing>.


Top AI Questions:

Can you tell me why am I on academic probation?

What is academic suspension?

What happens to my financial aid if I am on academic probation


Available in the following SIS Integration:

Banner

Colleague

Peoplesoft


Content Libraries Needed: 

Advising

Registrar


account_balance

Retrieves the account balance for the student.

If a response is received, it checks the balance and displays a corresponding message.


If the balance is zero, the student will receive the following message: “You  currently do not owe any money.” 


If the balance is positive, the student will receive the following message: “You currently owe x amount.” Schools can optionally add a client-specific message here, such as payment instructions, finding additional details, etc. 


If the balance is negative, the student will receive the following message:  “You have a credit on your account of X”.  


If no response is received, the student will receive the following message: “You currently do not owe any money.”


Optionally, we can append a client-specific message at the end


Default Response:

  • A student with zero balance

“You currently do not owe any money”

  • A student with a balance

“You currently owe X amount”

  • A student with a credit balance

 “You have a credit on your account of X”


Top AI Questions:

How much is my bill?

How can I see if my bill is paid?

How will I be billed for my tuition and fees?

Why is my billing statement different than what I see online?


Optional AI Questions:

How much is tuition? 

How much will I have to pay out of pocket?

How do I know what my third-party sponsor

will pay?

If I pay the bill before my sponsor pays, will I

get a refund?

What if my third-party payment isn’t made

by the bill due date?

I received a refund. Why did I receive one?


Available in the following SIS Integration:

Anthology Student, Banner, Peoplesoft


Content Libraries Needed:

Student Accounts

add_drop_date



Retrieves the list of classes the student is enrolled in from the database.


If there are any classes in the list the student will receive the following message: "The following are the last possible dates to drop classes from your schedule: (will display a table with two columns: "TERM/COURSE" and "LAST DATE TO DROP". For each class, it will display the course name and its corresponding last date to drop.)”


If the student is not registered for any classes, the student will receive the following message: "You are not registered for any classes at this time."



Default Response:

  • A student with one more classes scheduled

“The drop date for (term) is (drop date) (repeat for multiple terms)”

  • A student without classes scheduled

 “You are not registered for any classes at this time.”


Top AI Questions:

Where do I drop courses?

What is the drop/add deadline?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Advising, Registrar

billing_account_activity

Note: We now have the option to retrieve either detailed information about individual transactions or a summary of all transactions. We can also specify the number of days to look back in the billing history. The default value is 60 days.


Retrieves the billing and payment activity for the student from the database.


If there is any activity within the last 60 days, the student will receive the following message:  "Your recent payments are:" and will show a list of payment items with their descriptions, amounts, and the corresponding term.


If there have been no payments in the last 60 days, the student will receive the following message: "There have been no payments in the last 60 days."



Default Response:

  • A student with no payments

“There have been no payments in the last 60 days.”

  • A student with recent payments (30 days)

 “Centennial Scholarship in the amount of $1667 for Autumn Quarter 2023”

  • A student with multiple recent payments of different types

 "Centennial Scholarship in the amount of $1667 for Autumn Quarter 2023

Veterans Endowed Scholarship in the amount of $3333 for Autumn Quarter 2023"


Top AI Questions:

Did the school receive my scholarship check?


Optional AI Questions:

What are finance charges?


Available in the following SIS Integration:

Banner, Peoplesoft


Content Libraries Needed:

Student Accounts

class_location

Retrieves the list of courses the student is registered for from the database.


If there are any courses in the list, the student will receive the following message:


“Class Locations:

Display the term (e.g., Fall 2023)

Lists each course with its subject and course number, followed by the building name and room where the class is held.”


If the student is not registered for any classes, the student will receive the following message: "You are not registered for any classes at this time."



Default Response:

  • A student with one or more classes scheduled 

"Class locations:

(Term)

(Course) (Bldg) (Room)

Repeat for all classes in a term. Repeat for each term"

  • A student without classes scheduled 

“You are not registered for any classes at this time.”


Top AI Questions:

Where is my classroom located?


Available in the following SIS Integration:

Banner, Colleague


Content Libraries Needed:

Registrar

class_schedule


Retrieves the list of courses that the student is registered for from the database.


If there are any courses in the list, the student receives the following message:


"Class Schedule:

Display the term (e.g., Fall 2023)

Lists each course with its subject and course number, followed by the meeting days and time for the class.”


If the student is not registered for any classes, the student receives the following message: "You are not registered for any classes at this time."


Default Response:

  • A student with one or more classes scheduled  

"Class Schedule:

(Term desc)

(course desc) (day)( time) 

Repeat until all classes are listed by term, repeat for each term"


  • A student without classes scheduled 

“You are not registered for any classes at this time.”


Top AI Questions:

Where is the class schedule?

Where can I view my schedule?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Advising, Registrar

class_start_status

Retrieves the list of courses that the student is registered for from the database.


If there are any courses in the list:


For each unique term in the student's courses, the student will receive the following message:

"Your courses for TERM_DESCRIPTION start on START_DATE."

(We will replace the TERM_DESCRIPTION with the description of the specific term, such as Fall 2023, and the START_DATE with the actual start date of the term.)


If there are no records of registration for any term, the student will receive the following message: "At this time, we have no record of registration for any term."


Default Response:

  • A student and term registered for a single term.

“Your courses are set to start for Winter Quarter 2022 on 01-03-2022”

  • A student and term registered for a previous term.

“No Registration is found”

  • A student and no registration history.

“No Registration is found”

  • A student and term registered for multiple terms.

“Cannot register for multiple terms”

  • A student and term registered for a future term.

“Your courses are set to start for Winter Quarter 2022 on 01-03-2022”


Top AI Questions:

When do classes start?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Advising, Registrar

class_waitlist


Retrieves the list of courses the student is waitlisted for from the database.


If a student is not on any waitlist the student will receive the following message:  "You are not on a class waitlist at this time."


If the student is currently waitlisted for some courses the student will receive the following message: "You are currently waitlisted for: (Will list each course with its subject and course number, followed by the date it begins.)”


If the student is eligible to register for any of the waitlisted courses the student will receive the message: "You can currently register for: (Will list each eligible course with its subject and course number, followed by the cutoff date and time to register for it.)”


Default Response:

  • A student with one class on a waitlist

"You are on the following class waitlist(s):

(Term desc) (course desc)"

  • A student with more than one class on a waitlist    

"You are on the following class waitlist(s):

(Term desc) (course desc) repeat until done"

  • A student without a class on a waitlist    

“You are not on a class waitlist at this time.”


Top AI Questions:

How do I get on a waitlist for a class?

What if a class I want to take is full?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Advising, Registrar


dependency_status



The student will be asked to select the financial aid year.


Retrieve the FAFSA (Free Application for Federal Student Aid) and dependency status in the database for the student.


If the student has no FAFSA returned (FAFSA application not received). The student will receive the following message: “We haven't received your FAFSA application. If you completed a FAFSA, go to the FAFSA webpage and use your FSA ID to log in and check the status of your application. You might need to add the school code, SCHOOL_CODE.


If you haven't completed a FAFSA yet, go to APPLY_FOR_FINANCIAL_AID_URL and follow the steps to apply.”


If the student has a FAFSA returned, the student will receive the following message: “Based on your FAFSA application your dependency status is: DEP_STATUS”


Default Response:

  • No FAFSA returned

We haven't received your FAFSA application. If you completed a FAFSA, go to the FAFSA webpage and use your FSA ID to log in and check the status of your application. You might need to add the school code, SCHOOL_CODE.


If you haven't completed a FAFSA yet, go to APPLY_FOR_FINANCIAL_AID_URL and follow the steps to apply.” 

  • FAFSA returned

“Based on your FAFSA application your dependency status is: DEP_STATUS”


Top AI Questions:

How do I know if I am independent?

What is a dependency override?


Available in the following SIS Integration:

Colleague, Peoplesoft


Content Libraries Needed:

Financial Aid

disbursement_date


The student will be asked to provide the financial aid year and term.


Retrieves the disbursement information for the student from the database.


If the student has no disbursements (neither pending nor active) the student will receive the following message: "You have no disbursements pending."


If the student has disbursements on file the student will receive the following message: "Following are your disbursements on file: (we will display a table with three columns: "TYPE", "AMOUNT", and "DATE" and will list each disbursement type along with its corresponding amount and date.)”


Default Response:

  • A student with aid ready to disburse    

“Your current disbursement date is 11/24/2023.”

  • A student with no aid ready to disburse    

“No aid to disburse.”


Top AI Questions:

When will aid disburse?

How can I tell if my financial aid or scholarship(s) will post by the bill due date?

Is financial aid money disbursed by term or by academic year?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Financial Aid

disbursement_hold


Retrieves FA disbursement holds and UEM error message.


If a record is found on either table, the student will receive the following message: “If FA hold, displays STDNT_AID_ATRBT message and directs the student to speak with the Financial Aid Office. If there is a UEM error, it displays the  comment and directs the student to speak with Financial Aid with additional questions.”


If no record is found for the aid year, the student will receive the following message: “You have no current hold on your overall disbursement, however if your enrollment does not meet the minimum requirement for certain awards they may not disburse.”


Default Response:

  • If a record is found on either table for FA hold or UEM error message.    

“If hold on this STDNT_AID_ATRBT show message and direct to speak with FA office, if UEM display comment and direct to speak with FA with additional questions.” 


  • If no record is found on the table for the aid year.    

“You have no current hold on your overall disbursement, however if your enrollment does not meet the minimum requirement for certain awards they may not disburse.”


Optional Custom AI Questions:

Do I have any holds on my financial aid disbursement?


Available in the following SIS Integration:

Banner, Peoplesoft


Content Libraries Needed:

Financial Aid

fa_status




Note: In most cases, schools track financial aid using the FAFSA code, but we can customize this if needed. We also understand that there is an alternative for Dreamers available in California.


The student will be asked to select the financial aid year from a list of options.


Retrieves the financial aid status information for the student from the database.


If no financial aid awards are found the student will receive the following message: "No Financial Aid awards found at this time, please contact your Financial Aid office."


If there are financial aid awards found the student will receive the following message: "Your award status for the selected aid year is: AWARD_STATUS."


Note: We will replace SELECTED_YEAR with the chosen financial aid year and AWARD_STATUS with the actual status of the award.


Default Response:

  • A student with no financial aid    

"There are no awards for [aidYearCode]."

  • A student and select an aid year    

“For [aidYearCode] your status is [awardStatus].”


Top AI Questions:

I applied for financial aid; what happens next?

How do I track the status of my financial aid application?

What is my financial aid status?

When will I receive my financial aid offer?


Optional AI Questions:

Why did I lose my financial aid?

How is financial aid eligibility calculated?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Financial Aid

finals_schedule

Retrieve the finals schedule for the student from the database.


If no schedule is found the student will receive the following message: "You don't have a finals schedule available at the time."


If there is a finals schedule available the student will receive the following message:  "You have the following finals schedule: (will list each subject and course number with their corresponding final date, final time, building, and room.)”


Default Response:

  • A student that is registered and finals are scheduled    

“ENGL 1000 on 03/16/2023 at 08:00 AM in Enghauser Science Building 276.”

  • A student that is registered and no finals are scheduled    

“You don't have a finals schedule available.”

  • A student that is not registered    

“You don't have a finals schedule available.”


Top AI Questions:

Where do I get my finals schedule?


Available in the following SIS Integration:

Banner, Peoplesoft


Content Libraries Needed:

Advising, Registrar

financial_aid_timeline

Retrieve the financial aid timeline for the student from the database.


If no results are found for the student they will receive the following message: "We do not have a FAFSA on file for you at this time. Please contact the Financial Aid Office."


Note: This message can be customized if needed.


If there are results in the financial aid timeline the student will receive the following  message: "Financial Aid documents timeline: For each document returned we will display the date the document was received, the applicable financial aid year, and the tracking code associated with the document.”


Default Response:

  • A student with a current aid year FAFSA    

"Date Received 12/03/2023

FA Year 2023-24

Code FAFSA"

  • A student with a current and future aid year FAFSA    

"Date Received 12/03/2023

FA Year 2023-24

Code FAFSA

Date Received 12/03/2023

FA Year 2023-24

Code FAFSA"

  • A student with no FAFSA    

“Financial Aid status not found for you.”


Top AI Questions:

When will I get a response from the school about my FAFSA?

Where does my FAFSA information go once I submit it?


Available in the following SIS Integration:

Banner, Peoplesoft


Content Libraries Needed:

Financial Aid

graduation_status

Retrieves the graduation status for the student from the database.


If no results are returned the student receives the following message: "There are no graduation records found at this time."


If there are results returned, go through each result:


If no graduation date is specified the student will receive the following  message: "You have a graduation record of PROGRAM_DESCRIPTION with a status of pending for the TERM_DESCRIPTION term."


Note: We will replace PROGRAM_DESCRIPTION with the description of the program the student is enrolled in and replace the TERM_DESCRIPTION with the description of the term, such as Fall 2023.


If a graduation date is specified the student will receive the following message: "You have a graduation record of PROGRAM_DESCRIPTION with a status of GRADUATION_STATUS and a graduation date of GRADUATION_DATE."


Note: We will replace the following:  PROGRAM_DESCRIPTION with the description of the program the student is enrolled in, the GRADUATION_STATUS with the actual status of the student's graduation, and the GRADUATION_DATE with the specified graduation date.)



Default Response:

  • A student without a graduation record    

“There are no graduation records found.”

  • A student with an applied to graduate record    

“You have a graduation record of Bachelor of Science-Engineer with status Pending and a graduation date of 12/31/2023.”

  • A student with an awarded graduation record    

“You have a graduation record of Master of Comp Info Systems with status Awarded and a graduation date of 08/11/2023.”


Top AI Questions:

How do I check my graduation status?

How do I apply for graduation?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Advising, Registrar

hold_status

Note: We can retrieve either detailed individual holds or a summary of group holds categorized into predefined categories.


Retrieves the holds information for the student from the database.


If there are no holds found the student will receive the following message: "You have no holds on your account at this time."


If there are holds found the student will receive the following  message: "You have the following holds:"


If using the summary display:


If there is one or more registration hold the student will receive the following message: "You have a registration hold on your account."


If there is one or more transcript hold the student will receive the following message: "You have a transcript hold on your account."


If there is one or more graduation hold the student will receive the following message: "You have a graduation hold on your account."


If there is one or more grades hold the student will receive the following message: "You have a grades hold on your account."


If there is one or more financial aid hold the student will receive the following message: "You have a financial aid hold on your account."


Optional: The school may append a custom message such as FinAid contact information or instructions on how to remove a hold.



Default Response:

  • A student with a two hold types    

" You have the following holds:  

You have a Registration hold on your account

You have a transcript hold on your account"

  • A student with a one hold type    

" You have the following holds:  

You have a Registration hold on your account"

  • A student with no holds    

" You do not have any holds on your account"


Top AI Questions:

Why do I have a hold on my account?

Where can I view the holds on my account?


Optional AI Questions:

How can I remove a hold?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Admissions, Financial Aid, Registrar, Student Accounts

loan_entrance_couns_status


Students will be asked the financial aid year.


If the Entrance status is set to "PENDING", the student will receive the following message: <loan entrance counseling link>


If the Exit status is set to "PENDING", the student will receive the following message: <loan exit counseling link>



Default Response:

  • If the Entrance status is set to "PENDING" 

“<loan entrance counseling link>”

  • If the Exit status is set to "PENDING" 

“<loan exit counseling link>”



Top AI Questions:

How long does it take to process a MPN or entrance counseling?

How do I complete entrance counseling?

What is entrance counseling?

Available in the following SIS Integration:

Peoplesoft 


Content Libraries Needed:

Financial Aid

major_minor

Retrieves the academic program information for the student from the database.


If no academic program is found the student will receive the following message: "You do not have a declared academic program at this time."


If there is an academic program found the student will receive the following message: "You have the following declared academic programs: Major: MAJOR_CODE MAJOR_DESCRIPTION”


Note: We will replace the MAJOR_CODE with the code of the major and the MAJOR_DESCRIPTION with the description or name of the major.


Default Response:

  • A student with one major    

"You have the following declared academic programs:

major 1"

  • A student with more than one major

"You have the following declared academic programs:

major 1

major 2 (repeat for as many majors)"

  • A student with no declared majors    

“You do not have a declared academic program at this time.”


Top AI Questions:

What is my declared major?

What is my declared minor?

How do I change my major?

How do I declare a major?

How do I change my minor?

How do I declare a minor?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Advising, Registrar

my_academic_advisor

Note: We have the capability to retrieve the email address of the advisor if a specific email type is provided by the client.


Retrieves all advisor information for the student  from the database.


If no advisors are found the student will receive the following message: "Currently, you do not have an academic advisor assigned. Please contact the Advising Office."


If there are advisors found:


For each advisor returned the student will receive the following message: "Your ADVISOR_TYPE is ADVISOR_NAME (ADVISOR_EMAIL, if requested)"


Note: We will replace ADVISOR_TYPE with the type of advisor (e.g., primary advisor, secondary advisor), ADVISOR_NAME with the name of the advisor, and if the client requested the email, include it as ADVISOR_EMAIL.


Optionally, we can append a client-specific message, such as Advising Office contact information.


Default Response:

  • Students with a single advisor    

“Your Staff Academic Advisor is (First Last)”

  • Students with two or more advisors    

“Your advisors are (First Last), (First Last), (First Last)”

  • A student with multiple advisor types    

"Your Staff Academic Advisor is (First Last)"

Your Faculty Academic Advisor (UG) is (First Last)"

  • A student without an advisor.    

“No academic advisors were found.”


Top AI Questions:

Where is a list of Academic Advisors?

Can I make an appointment with an academic advisor or counselor?

How do I contact the Academic Advising or Counseling office?

Do I need to meet with an academic advisor or counselor to register for classes?

What should I expect from my academic advising or counseling appointment?

When should I see my academic advisor or counselor?

Who needs to be academically advised or counseled?

Can I get advising if I'm an online student?

Should I tell my academic advisor or counselor about my disability?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Advising, Registrar


my_address_info


Retrieves the address information for the student from the database.


If no addresses are returned the student will receive the following message: "We don't have an address listed for you at this time."


If there are addresses returned the student will receive the following message for each address returned:

"Your ADDRESS_TYPE address is:

Display the address lines, such as Line 1, Line 2, and Line 3.

Display the city, state, and ZIP code.”


Note: We will replace ADDRESS_TYPE with the type of address, such as home address or mailing address.


Default Response:

  • A student with address information listed    

"Your (address type description) is:

(street address, city, state, zip)"

  • A student without address information listed    

“We don't have a (address type description) listed for you.”


Top AI Questions:

How do I change my address?

What address does the school have on file for me?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Registrar

my_admission_application



Providing general information about admission applications:

If there are multiple applications, they will always be sorted in descending order by TERM CODE and then APPLICATION NUMBER, with the newest application appearing first. We do not prompt or ask the student to choose, we always use the newest application.


Retrieve all applications for the student from the database.


If no applications are found, the student will receive the following message: "You have no admission applications submitted at this time."


If there are applications found, using the most recent single application, If the APPLICATION_STATUS is 'I' (incomplete) we will check if there are any missing items in the checklist

.

If there are missing items the student will receive the following message: "Your admission status for APPLICATION_TERM for APPLICATION_MAJOR is APPLICATION_STATUS. The following items are missing:

For each missing document, display the missing document's name.”


If there are no missing items the student will receive the following message: "Your admission status for APPLICATION_TERM for APPLICATION_MAJOR is APPLICATION_STATUS. Please check with your admissions counselor."


If the APPLICATION_STATUS is 'C' (complete, no missing documents or items) the student will receive the following message: "Your admission status for APPLICATION_TERM for APPLICATION_MAJOR is APPLICATION_STATUS."


If the APPLICATION_STATUS is 'D' (decision recorded) the student will receive the following message: "Your admission status for APPLICATION_TERM for APPLICATION_MAJOR is APPLICATION_STATUS, and the decision is APPLICATION_DECISION."



Default Response:

  • An applicant with a complete application and a positive decision    

“Your application status for X (term) is (application status) and the decision is (application decision).”

  • An applicant with a complete application and a negative decision    

“Your application status for X (term) is (application status). Please contact the admissions office for further information.”

  • An applicant with an incomplete application    

"Your application status for X (term) is incomplete. The following items are missing for your application:

missing item list"

  • An applicant that has multiple applications    

“Prompt for term description and allow applicant to pick appropriate application”

  • A prospect who has not created an application    

“You have no admission applications available at this time.”


Top AI Questions:

Where can I see the status of my admissions application? 


Optional AI Questions:

What are my missing admissions requirements?

How long does it take to process my admission application?


Available in the following SIS Integration:

Banner, Peoplesoft


Content Libraries Needed:

Admissions

my_awards



Retrieves all financial aid awards for the student from the database.


We will ask the student to enter the Financial Aid Year and to choose between viewing awards for the Whole Year or a Specific Term within the Financial Aid Year.


If there are no awards for the student found the student will receive the following message: "No awards were found at this time. Please contact the financial aid office."


If there are awards found, if the user selected a Specific Term the student will receive the following message: "Awards were found for term TERM_DESCRIPTION:"


If the user selected the Whole Year the student will receive the following message: "Awards were found for aid year YYYY:"


For each award the student will receive the following message:

: "AWARD_TITLE for $ AWARD_AMOUNT"


Note: You can optionally include a client-specific message at the end.


Default Response:

  • A person with a Good Status    

“Your current SAP status is Making Satisfactory Progress (SAP status description)”

  • A person with an unsatisfactory status

“Your current SAP status is Not Making SAP - Suspended (SAP Status description).”


Top AI Questions:

How much is my financial aid?

What is a financial aid offer?


Optional AI Questions:

How is financial aid eligibility calculated?


Available in the following SIS Integration:

Banner, Colleague, Peoplesoft


Content Libraries Needed:

Financial Aid

my_efc

Ask the student for the Financial Aid Year.


Retrieve the Expected Family Contribution (EFC) data from the database.


If no EFC data is found (FAFSA application not received) the student will receive the following message: “We haven't received your FAFSA application. If you completed a FAFSA, go to <FAFSA_URL> and use your FSA ID to log in and check the status of your application. You might need to add <SCHOOL’s>  school code <SCHOOL_CODE>.

 If you haven't completed a FAFSA yet, go to <APPLY_FOR_FINANCIAL_AID_URL> and follow the steps to apply.”


If EFC is found the student will receive the following message: "Based on your FAFSA application, your Expected Family Contribution is [EFC_AMOUNT]."


Default Response:

  • If no EFC data is found (FAFSA application not received)

We haven't received your FAFSA application. If you completed a FAFSA, go to <FAFSA_URL> and use your FSA ID to log in and check the status of your application. You might need to add <SCHOOL’s>  school code <SCHOOL_CODE>.

 If you haven't completed a FAFSA yet, go to <APPLY_FOR_FINANCIAL_AID_URL> and follow the steps to apply.”

  • If EFC is found

"Based on your FAFSA application, your Expected Family Contribution is [EFC_AMOUNT]."


Top AI Questions:

What does the term EFC stand for?


Optional AI Questions:

How do I know how much my EFC is once I file my FAFSA?


Available in the following SIS Integration:

Colleague, Peoplesoft


Content Libraries Needed:

Financial Aid

my_email_addresses


Retrieve email addresses for the student from the database.


If there are no email addresses found the student will receive the following message: "We don't have an email address listed for you at this time."


If there are email addresses found:


For each email address the student will receive the following message: "Your EMAIL_TYPE is: EMAIL_ADDRESS.

"

Note: The email address may have a specific type associated with it, such as "Personal" or "School."


Default Response:

  • A student with one or more email addresses listed    

"Your (email type description) is:

(email address)(repeat)"

  • A student without an email address listed    

“We don't have a (email type description) listed for you.”


Top AI Questions:

How do I change my email address?

What email address does the school have on file for me?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

IT Helpdesk, Registrar

my_faculty



Retrieves registered courses for the student from the database.


If there are no registered courses the student will receive the following message: "You are not registered for any classes at this time."


If there are registered courses the student will receive the following message: "Class Schedule:

For each registered course:

Display the term, subject, course number, and instructor's first and last name:

If there are multiple instructors, append their first and last names”


Note: The term represents the specific time period (e.g., Fall 2023), the subject refers to the course subject (e.g., Math), the course number indicates the specific course (e.g., 101), and the instructor's first and last name are the names of the course instructor(s).


Default Response:

  • A student with one or more classes scheduled    

"Class Schedule:

(Term desc)

(course desc)(faculty name)

Repeat until all classes are listed by term, repeat for each term"

  • A student without classes scheduled    

“You are not registered for any classes at this time.”


Top AI Questions:

How can I find who teaches my classes?
Where do I find a list of faculty who teach my classes?

Where can I view the faculty that teach my classes?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Advising, Registrar, Integrated - Registrar

my_gpa









Retrieves the term GPA and academic level GPA for the student from the database.


If there is no term GPA or academic level GPA found the student will receive the following  message: "You currently have no GPA at this time."


If there are term and/or academic level GPAs found the student will receive the following message: "GPA:


(Conditional: Filter based on GPA type, if applicable)


TERM1_DESCRIPTION | TERM1_GPA

TERM2_DESCRIPTION | TERM2_GPA

(Repeat this for each term.)


Display the cumulative GPA(s):


Cumulative GPA:

ACADEMIC_LEVEL1_DESCRIPTION | GPA1

ACADEMIC_LEVEL2_DESCRIPTION | GPA2

(Repeated for each academic level.)”


Default Response:

  • A student that has one academic level    

"GPA:

Winter Quarter 2022           3.43  

Cumulative GPA:                   

Undergraduate                      4.00”

  • A student that has 2 overlapping terms completed and one level    

"GPA:

Winter Quarter 2022           3.43  

Fall Semester 2021               4.00

Cumulative GPA:                   

Undergraduate                      3.88"

  • A student that has 2 academic levels    

"GPA:

Winter Quarter 2022           3.43  

Cumulative GPA:                   

Undergraduate                      4.00

Graduate                                3.43"

  • A student that has no terms completed    

"GPA:

Winter Quarter 2022           0.00  

Cumulative GPA:                   

Undergraduate                      0.00”


Top AI Questions:

Where can I find my GPA?

What does gpa mean?

What is a cumulative gpa? 

What is a major gpa?

How do I graduate with honors? 

Will I keep my GPA from previous colleges when I transfer?

What GPA is required for SAP?

What is a term GPA?

How is my GPA calculated?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Advising, Registrar

my_grades





Note: We can now look back at grade history any number of days: 0 is default e.g., as of today.


Retrieves the student's grades from the database.


If no grades are found the student will receive the following message: "No grades are found for you at this time."


If grades are found the student will receive the following message: 

"Your grades are:

For each recorded grade:

TERM SUBJECT COURSE_NAME: FINAL_GRADE1

TERM SUBJECT COURSE_NAME: FINAL_GRADE2

TERM SUBJECT COURSE_NAME: FINAL_GRADE3

(Repeat this for each grade recorded.)”


Optionally, we can append a client-specific message at the end.


Default Response:

  • A student with grades    

"Your grades are:

Winter Quarter 2021 SPAN 1002: A

Winter Quarter 2021 MATH 1154: B+

Fall Semester 2021 ENGL 1000: B”

  • A student with no grades    

“There are no grades entered for the current term at this time.”

Top AI Questions:

When are final grades posted?

How do I get my grades?


Optional AI Questions:

How do I request a grade change? 

Can I appeal my grades?

When are incomplete grades changed to a

letter grade?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Advising, Registrar


my_phone


Retrieve the phone numbers for the student from the database.


If no phone numbers are found the student will receive the following message: "We don't have any phone numbers for you at this time."


If phone numbers are found:


For each phone number, the student will receive the following message: "Your PHONE_TYPE number is PHONE_NUMBER"


Default Response:

  • A student with one or more phone numbers listed    

"Your (phone type description) is:

(phone number)(repeat)"

  • A student without a phone number listed    

“We don't have a (phone type description) listed for you.”


Top AI Questions:

How do I change my phone number?

What phone number does the school have on file for me?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Registrar


my_verification_status

Ask the student for the Financial Aid Year.


Retrieve verification data and missing FA documents from the database for the student.


If no verification is returned the student will receive the following message: “Unable to find your verification status”


If the verification status is a “C”, the student will receive the following message: “Your verification is Complete”.


If the verification status is an “N”, the student will receive the following message: “Verification is not required for your financial aid application”.


If the verification status is a “P”, the student will receive the following message: 

“Your verification is Pending, documents submitted but process is not complete. The following item(s) are on your To Do List:

FOR EACH missing document the Document Name will be listed.”


If the verification status is an “R”, the student will receive the following message: “You have to do verification. The following item(s) are on your To Do List: FOR EACH missing document the Document Name will be listed.”



Default Response:

  • If no verification returned

“Unable to find your verification status”

  • If verification status = “C”

“Your verification is Complete”.

  • If verification status = “N”

“Verification is not required for your financial aid application”.

  • If verification status = “P”

“Your verification is Pending, documents submitted but the process is not complete.

The following item(s) are on your To Do List:

FOR EACH missing document

Document Name”

  • If verification status = “R”

“You have to do verification.

The following item(s) are on your To Do List:

FOR EACH missing document

Document Name”


Optional AI Questions:

How long does it take to process verification forms?


Available in the following SIS Integration:

Banner, Peoplesoft


Content Libraries Needed:

Financial Aid

placement_test_req




Retrieve placement test requirements.


If no testing requirements, the student will receive the following response:

It doesn't appear that you have any Placement Tests assigned to you at this time."


If testing requirements are found, the student will receive the following response:  "You've been assigned the following placement tests: [LIST PLACEMENT TESTS]. You can register for these tests online at [INSERT URL].”



Default Response:

  • If no testing requirements

“It doesn't appear that you have any Placement Tests assigned to you at this time.”

  • If testing requirements are found

 "You've been assigned the following placement tests: [LIST PLACEMENT TESTS]. You can register for these tests online at [INSERT URL].”



Top AI Questions:

Do I need to take a placement test before orientation?

Does the school require placement testing?


Available in the following SIS Integration:

Banner, Peoplesoft


Content Libraries Needed:

Advising, Registrar

outstanding_fa_checklists









Note: If the client would like to prompt the student for the FinAid year and Term.


Retrieves the outstanding financial aid documents for the student from the database.


If no documents are outstanding the student will receive the following message: "You have no pending requirements."


If there are outstanding documents the student will receive the following message: "You have the following remaining requirements:

(For each outstanding document)

 DOCUMENT_NAME

(Repeat this step for each outstanding document.)"


Default Response:

  • A student who is missing items for the current aid year    

"You have the following remaining requirements:

FAFSA filed"

  • A student who is not missing items for the current aid year    

“You have no pending documents.”


Top AI Questions:

How can I see what the Financial Aid Office still needs from me?

What if I am selected for verification?

What forms are needed for financial aid?

Are there forms other than the FAFSA that I need to complete?

Do I need to submit all required documents to be offered financial aid?

What verification forms need to be submitted?


Optional AI Questions:

Am I required to submit a FAFSA?

How long does it take you to process

documents?

Did you receive my document? 


Available in the following SIS Integration:

Banner, Peoplesoft


Content Libraries Needed:

Financial Aid

refund_amount




Ask the user to enter the financial aid year and term.


Retrieves the account balance and financial aid awards for the student from a database.


If the total amount of financial aid awards is zero (none) the student will receive the following message "You have no awards for the specified term, and..."


If the current balance is greater than zero the student will receive the following message "Your current balance is $CURRENT_BALANCE."


If the current balance is less than zero the student will receive the following message "You have a credit of -$CURRENT_BALANCE."


If the current balance is zero the student will receive the following message "You have no balance at this time."


If there are financial aid awards the student will receive the following message "Your total awards for the specified term are $TOTAL_AMOUNT, and..."


If the current balance is greater than zero the student will receive the following message "You have a balance of $CURRENT_BALANCE."


If the current balance is less than zero the student will receive the following message "You have a credit of -$CURRENT_BALANCE."

If the current balance is zero the student will receive the following message "You have no balance at this time."


We can also append a client-specific message at the end.


Default Response:

  • A student with awards and balance    

“Your total awards for Winter Quarter 2023 is $3,333.00, and you have a balance of $17,875.00.”

  • A student with no awards and balance    

“You have a balance of $17,875.”

  • A student with awards and no balance    

“Your total awards for Winter Quarter 2023 is $3,333.00.”

  • A student with no awards and no balance    

“You have no outstanding balance.”


Top AI Questions:

How much will my financial aid refund be?

Why did I receive a refund when I have a balance?

I have a negative balance on my account, what does that mean?

What happens to my financial aid refund after my bill is paid?


Available in the following SIS Integration:

Banner, Peoplesoft


Content Libraries Needed:

Financial Aid, Student Accounts

registered_classes



Retrieves the list of courses that the student is registered for from a database.


If there are no registered courses found the student will receive the following message "You are not registered for any classes at this time."


If there are registered courses the student will receive the following message "You are registered for the following classes and credits: (Displays the term, subject, course number, and the number of credits for each course and the total number of credits registered for the term.)”


Default Response:

  • A student with one or more registered courses    

"You are registered for the following classes and credits:

  ""TERM SUBJECT COURSE1_NUM - Credits: CREDITS1""

  ""TERM SUBJECT COURSE2_NUM - Credits: CREDITS2""

  ""TERM SUBJECT COURSE3_NUM - Credits: CREDITS3""

 (repeat)"

  • A student with no registered courses    

“You are not registered for any classes at this time.”


Top AI Questions:

How do I register for classes?

How many classes can I enroll in each term?

How many credits am I registered for?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Advising, Registrar, Integrated - Registrar

registration_start_status






Note: We have the option to specify registration as either Group Registration (G) or Open Registration (O). For Banner, we can specify a client-specific PIN process name in Banner.


Retrieves registration information for the student from the database, which includes the start times for registration for each term. The timeframe is limited to 180 days in the future.


If nothing is returned from the database the student will receive the following message "You are currently not eligible to register at this time." and "Please contact the Registrar's office." which can be customized for the school.


If registration information is returned, the student will be asked to select from a list of eligible terms.


If the registration begin date is specified and the time ticket's begin date is before today's date and has a registration hold the student will receive the following message "You currently have a hold preventing registration.  A hold can only be removed by the office that placed it." (This can be customized by the school) 


If the student does not have a hold, they will receive the following message "You may register now." (This can be customized by the school)


If the registration begin date is specified and the time ticket's end date is after today's date the student will receive the following message "Your registration for the specified term begins on [DATE] at [TIME]."


If the student has a registration hold the student will receive the following message:  "You currently have a hold preventing registration.  A hold can only be removed by the office that placed it." (This message can be customized by the school) 


If the registration begin date is not specified and the registration end date is after today's date the student will receive the following message: "Please contact the Registrar's office to be assigned a registration time." (This message can be customized by the school).


If none of the above conditions are met the student will receive the following message "Registration is closed for the specified term. Please contact the Registrar's office." This contact sentence can be customized by the school..


Default Response:

  • Note: These use cases are for institutions that do not use advising pins.    

    • A student with a future registration date.    

“Your registration time for <term description> starts on <date> at <time>”

  • A student with no future registration date.    

“You have no registration times currently found”

  • A student with a future registration date and a hold.    

"Your registration time for <term description> starts on <date> at <time>

You have a <hold Description>, <hold Description>, repeated as needed on your account."

  • Note: These use cases are for institutions that use advising pins    

    • A student without a pin, future registration date with a hold.    

"Your registration time for <term description> starts on <date> at <time>

You have a <hold Description>, <hold Description>, repeated as needed on your account.

You must be advised prior to registration, please contact your Advisor. "

  • A student without a pin with no future registration date and a hold.    

“You have no registration times currently found”

  • A student without a pin and a registration time.    

"Your registration time for <term description> starts on <date> at <time>”

You must be advised prior to registration, please contact your Advisor. "

  • A student with a pin, future registration date with a hold    

"Your registration time for <term description> starts on <date> at <time>

You have a <hold description>, <hold description>, repeated as needed on your account."

  • A student with a pin, no holds, and a registration time    

“Your registration time for <term description> starts on <date> at <time>”

  • A student with a pin, holds, and a registration time

"Your registration time for <term description> starts on <date> at <time>

You have a <hold description>, <hold description>, repeated as needed on your account."

Top AI Questions:

When does registration start?

What are the important registration deadlines?

Where do I find my registration time?

Where do I add courses?

How do I register for summer classes?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Advising, Registrar

remaining_credits_graduation

Note: In cases where the Banner system doesn't have the necessary data from DegreeWorks to respond to the "remaining_credits_graduation" information, we provide links to other places if available.


Retrieves student information from the database.


If no student academic level is found the student will receive the following message "Please check with your advisor for more information."


If the student is an undergraduate the student will receive a customized message for undergraduates.


If the student is a graduate the student will receive a customized message for graduates.


Default Response:

  • A student with a declared academic program

"You have earned <earned credits> number of credits

You are enrolled in <enrolled credits> number credits

You have X number of credits remaining to complete your X degree program."

  • A student without a declared academic program    

“You do not have a declared academic program at this time.”


Top AI Questions:

How many credits do I need to graduate?

*Please note this question requires the Degree Works integration


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Advising, Registrar


sap_status







Retrieves the Student Academic Progress (SAP) status information for the student from the database.


If no SAP status is found for the student the student will receive the following message "You do not have an SAP status at this time."


If a SAP status is found the student will receive the following message "Your current SAP status is [SAP_DESCRIPTION]."


If the current SAP status is negative (not meeting the requirements) the student will receive the following message "Please contact the Office of Financial Aid." (This message can be customized by the school).


Default Response:

  • A person with a Good Status    

“Your current SAP status is Making Satisfactory Progress (SAP status description)”

  • A person with an unsatisfactory status    

“Your current SAP status is Not Making SAP - Suspended (SAP Status description).”


Top AI Questions:

How do I see the status of my SAP appeal?

What is my financial aid academic progress standing?

What happens if I do not make SAP?

How do I check my SAP status?


Optional AI Questions:

What does it mean to be ineligible to use

financial aid due to Satisfactory Academic

Progress (SAP)?

What does it mean that my financial aid has

been suspended?

Can I still receive financial aid while on

financial aid warning?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Financial Aid

student_id


Retrieves the student information from the database.


If no student ID is found the student will receive the following message "We could not locate a student ID for you."


If a student ID is found the student will receive the following message "Your student ID is [STUDENT_ID]."


Default Response:

  • There should never be an option when a student doesn't have a student ID    

“Your student ID is (X)”


Top AI Questions:

Where do I get my student ID?

How do I get my student ID number?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague


Content Libraries Needed:

Registrar

transcript_status






Retrieves high school transcripts for the student from the database.


If no high school transcripts are found the student will receive the following message "We have received no high school transcripts for you at this time."


If high school transcripts are found the student will receive the following message "Here is/are the high school transcript(s) we have received for you:

(List each high school transcript's name.)”


Retrieves college transcripts for the student from the database.


If no college transcripts are found the student will receive the following message "We have received no college transcripts for you at this time."


If college transcripts are found the student will receive the following message "Here is/are the college transcript(s) we have received for you:

(List each college transcript's name.)”


Default Response:

  • A student who has no transcripts     

“You have no transcripts.”

  • A student who has one or more transcripts     

“We have received [schoolName], [schoolName], [schoolName].”


Top AI Questions:

How do I know if the school has received my transcript?

How long does it take to evaluate my transcripts?

How do I view my transfer credit evaluation?

What if I don't want to transfer credits?


Optional AI Questions:

What is a transcript evaluation?

Can I appeal my transfer credit?

Do I need to submit an official or unofficial transcript?


Available in the following SIS Integration:

Anthology Student, Banner, Colleague, Peoplesoft


Content Libraries Needed:

Admissions, Advising, Registrar

withdraw_date


Retrieves the registered courses for the student from the database.


If no courses are returned the student will receive the following message "You are not registered for any classes at this time."


If courses are returned the student will receive the following message "The following are the last possible dates for withdrawal for your schedule:

(Display a table with the columns "TERM/COURSE" and "LAST DATE TO WITHDRAW."

For each registered course, display the term, subject, course number, and the withdrawal date.)”


Default Response:

  • A student with one or more classes scheduled    

“The withdrawal date for (term) is (withdraw date) (repeat for multiple terms”

  • A student without classes scheduled    

“You are not registered for any classes at this time.”


Top AI Questions:

When is the withdrawal deadline?

How do I withdraw from a class?


Available in the following SIS Integration:

 Banner, Colleague


Content Libraries Needed:

Advising, Registrar