Product Updates
A big focus for January’s release was precision. We launched three updates that give schools tighter control over AI responses, student data, and comeback emails. All three came straight from customer feedback, and all three remove friction for you and prospective students.
Let’s get into it.
AI Knowledge Base: Search by Segment
Your AI shouldn’t answer every question the same way for every student, and now, it doesn’t have to.
The AI Search Preview in the AI Knowledge Base includes an optional segment selector. You can choose which segment the AI responds for before you preview the answer.
That means you can see exactly how a prospective undergraduate experiences search versus a graduate applicant, without guessing or toggling settings behind the scenes.
It’s the same knowledge base, with different context and clearer outcomes.
New User Permission: Hide PII When You Need To
Not every user needs access to personally identifiable information, and now you can enforce that at the user level.
Schools can apply a new permission that hides PII like name, email, and phone number for specific users. When this permission is enabled, those users also lose the ability to download lead data.
This gives teams stronger internal controls, cleaner compliance, and fewer “who should have access to this?” conversations.
Comeback Emails Are Now Fully Configurable
This is the big one.
Over the past six months, we heard the same feedback on AI email again and again. Teams wanted more precision, more control, and more flexibility in how emails trigger, who receives them, and what content they include.
So we rebuilt the experience for you.
Comeback emails now support fully configurable triggers. You can create as many triggers as you need, name them, describe them, and target them to specific student segments and funnel stages.
You choose:
- which CRM connection each trigger sends to;
- which behaviors qualify, whether that’s a form submission, inactivity, a page view, or a search; and
- any necessary delays
Then you review everything before it goes live.
When it’s time to write the email, you control the content at the trigger level.
That means custom CTAs for specific audiences; primary and secondary actions that match intent; formatting that follows proven best practices; or a custom layout if your brand demands it.
No more one-size-fits-all emails or guessing which message went to whom.
You can also edit any trigger without starting over. Jump straight to the section you want to change, update it, and move on.
The result is a more streamlined email dashboard, clearer visibility into what’s active, and far more confidence in what students get after they take action.
Built From Real Feedback
These updates weren’t dreamed up in a vacuum. They came from real conversations with real teams trying to do real work.
January’s release brings you control without complexity: less friction, improved targeting, and better follow-up.
