Ch. 02 · The CatalogWBI-042
AI Admissions Follow-Up Agent
UtilityAI admissions assistant that works lower-intent lead pools without counselor involvement: instant first contact, qualification, and a handoff to a named staff member at the right moment. Every send passes a policy gate, and the model may only quote numbers from an approved facts file.
Core capabilities
- Lead intake and reply webhooks from the CRM
- Minute-by-minute action queue with one AI turn per action
- Policy gate: kill switch, dry run, allowlist, SMS consent, quiet hours, touch limits, circuit breaker
- Hot-lead handoff with a CRM task and email alert
- Daily digest of conversations, scores, handoffs and blocked sends
- Full audit trail of every send, skip, block and handoff