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AI agents for education

AI-Native Student Support That Scales, with Unlimited Human Agents

AI agents answer admissions, aid and IT requests, refund housing deposits and reset Microsoft 365 access in your campus systems, 24/7 on every channel. No per-seat fees and no per-resolution fees.

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  • No credit card required
  • Free onboarding
  • 15-day free trial

For admissions, student services and IT teams at universities, colleges and schools

BoldDesk Academic Support resolving three student requests in the ticket screenThree sample tickets in the BoldDesk agent screen, one after another. A student asks on the website chat when the fall application deadline is, and BoldDesk Academic Support answers from the admissions knowledge base. A student locked out of Microsoft 365 writes in Teams and gets the reset steps. A student writes on WhatsApp that a housing deposit was charged twice; the AI agent finds two $250 charges, asks the housing office to approve a refund because the amount is above its auto-approval limit, then confirms the refund after approval and the ticket is resolved. Sample scenarios. #4821 Admissions OpenResolved MOMaya Ortizvia Website chatWhen is the fall applicationdeadline? BoldDesk Academic Supportreplied via Website chatFall applications close on March 1.Applications received by February 1are also considered for meritscholarships. You can apply fromthe applicant portal. Admissions deadlines (knowledge base) Resolved by BoldDesk Academic SupportStudent rated this reply: Helpful Assignee-- / --BoldDesk Academic Support ✓ Resolved by AI · no staff involved #4822 IT help OpenResolved DRDaniel Reyesvia Microsoft TeamsI am locked out of Microsoft365 and cannot sign in. BoldDesk Academic Supportreplied via Microsoft TeamsGo to the sign-in page and chooseForgot password, then confirm withyour recovery email or phone. If theemail is late, reply here and I willopen a ticket for the IT desk. IT knowledge baseMicrosoft 365 Resolved by BoldDesk Academic SupportStudent rated this reply: Helpful Assignee-- / --BoldDesk Academic Support ✓ Resolved by AI · no staff involved #4823 Housing deposit OpenResolved PNPriya Nairvia WhatsAppI was charged twice for myhousing deposit. Can you fix this? BoldDesk Academic Supportreplied via WhatsAppI found two $250 housing depositcharges on the same day. A duplicatecan be refunded under the policy.This amount needs approval, so Iasked the Housing Office to approve. Student payments (API tool) Pending For Approval✓ Approved by Housing Office Approve a $250 refund?Above the AI agent’s limit. ApproveEditReject BoldDesk Academic Supportreplied via WhatsAppThe Housing Office approved it.Your $250 refund has been issued.Reply here if you need anythingelse. Assignee-- / --BoldDesk Academic Support ✓ Resolved by AI · 1 staff approval

A sample scenario in the BoldDesk ticket screen. The students, tickets and amounts are illustrative.

of conversations resolved by AI
Up to 90%
accuracy in G2’s AI agent test
96%
languages, 24/7
40+

Trusted by companies of all sizes

BoldDesk customers including Acqueon, AFRY, Boiron, George Mason University, Legal Sea Foods, PostcardMania, United Way and Visasq Coleman

What it resolves

Student Requests Resolved Before They Reach Your Staff

Connected to your admissions content, student payments and campus tools, the AI agent finishes the request and your staff keep the cases that need a person.

  • A student writes on WhatsApp that the housing deposit was charged twice; the statement shows two 250 dollar charges and the second is marked duplicate, the AI agent prepares the refund, a dot travels along a three-step pipeline to the Housing Office, Dana Whitfield approves, the Bursar issues the refund, and it goes back to the Visa card ending 4242

    Housing deposit refunds

    Finds the duplicate charge, prepares the refund and waits for the Housing Office when it is over your limit.

    Your staff: The Housing Office approves, edits or rejects. Every step is logged.

    • WhatsApp
    • Student payments via API action
    • Approval rule
    Built with AI actions and MCP
  • A prospective student asks on website chat when the fall application deadline is; a countdown ring sweeps down to March 1, a pennant drops onto the Application closes row of the key dates, the source chip names the admissions deadlines in the knowledge base, and the AI agent replies with the date and the applicant portal

    Admissions deadlines

    Finds the date in your approved admissions content and replies with the source, at any hour.

    Your staff: Admissions staff pick up only what the content does not cover.

    • Website chat
    • Knowledge base
    Built with knowledge base
  • A student emails to ask where the application is; a four-step tracker shows submitted and fee paid done and the transcript step missing, a document slides up into the transcript step, the line fills and the step turns green, review is next, and the AI agent explains the next step

    Application status

    Reads the status in your admissions portal and names the missing item and the next step.

    Your staff: Records the tool cannot show go to admissions with the conversation.

    • Email
    • Admissions portal via API
    Built with AI actions and MCP
  • A student writes in Microsoft Teams that they are locked out of Microsoft 365; a red padlock opens and turns green while three steps light up in turn: recovery email verified, password reset, signed in; the AI agent says it will open a ticket for the IT desk if the email is late

    Microsoft 365 access

    Guides the reset in Microsoft 365 and opens a ticket for the IT desk when an administrator has to step in.

    Your staff: An administrator takes the ticket when the guided steps fail.

    • Microsoft Teams
    • Microsoft 365
    • Jira
    Built with Microsoft Teams integration
  • A student asks in Slack how to request a transcript; a request form fills in its three fields and the Submit button is pressed, a document with a round seal slides into the Registrar tray, and the AI agent replies that it collected the details and opened a request for the Registrar

    Transcript requests

    Gives the steps from registrar content, then opens a request ticket with the details collected.

    Your staff: The Registrar fulfils the request from a ready ticket.

    • Slack
    • BoldDesk tickets
    Built with Slack integration

Students, offices, charges and dates in the scenes are illustrative. Actions in your own systems run through the integration or the API action or MCP server you connect.

Independent Evaluation

Tested by G2 on 50 Real Support Tasks. Tied for the Highest Accuracy

G2 ran nine customer experience AI agents through the same verified dataset: grounded answers, account actions, troubleshooting, and escalation by policy. BoldDesk was scored independently, like every other vendor.

G2 logo
BoldDesk Scorecard Tested October 8, 2026
Accuracy 96% · +10 pts vs. average
Evaluated-agent average: 86%
Policy compliance 89% · +11 pts vs. average
Evaluated-agent average: 78%
Overall points 217.5 / 250 · +21 vs. average

Source: G2 AI CX Agent Evaluations, General CX leaderboard. Scores reflect G2’s evaluation on the date shown and may change as agents are re-tested.

One AI team

AI Agents for Students, AI Help for Your Campus Offices

Three agents share your approved content, your rules and one credit balance. Add as many staff as every office needs, with no seat fees.

  • Live chat: a student asks whether the fall application is complete; the AI agent replies that the transcript is still missing and can be uploaded in the portal, then it goes to review, resolved with no ticket

    For students

    Support Agent

    Talks to applicants and students on every channel and resolves admissions, aid and IT requests, 24/7.

    Explore Support Agent
  • A queue of new tickets triaged on arrival: an application status question, a Microsoft Teams lockout at high priority, a duplicate merged, and a double housing charge marked urgent and frustrated, each routed to its office

    For every ticket

    Background Agent

    Tags, prioritizes and routes every new ticket to admissions, IT or the bursar, spots frustrated students and merges duplicates.

    Explore Background Agent
  • A ticket about a transcript request with a reply drafted by the Assist Agent from the student record, and Improve tone, Translate, Shorten and Use as reply buttons

    For your staff

    Assist Agent

    Drafts, polishes and translates replies for your offices from the student record and your policies.

    Explore Assist Agent

Connect Your Campus Systems in Minutes

Native Microsoft Teams, Slack, Jira, Salesforce and HubSpot integrations. Student information, payment and portal systems connect over API or MCP.

A student reports in the portal that she cannot see her course grades; BoldDesk opens ticket ST-5108, the AI agent fixes the access, and Microsoft Teams, Slack, Jira, Azure DevOps, Salesforce and HubSpot light up in turn

Connect any campus system over API or MCP

Guardrails

Every Refund and Record Request Approved by the Right Office

The AI agent works inside your admissions, refund and records policies, asks the office that owns an action before it runs, and records every step it takes.

  • Policy-bound skills

    Each skill holds your admissions, refund and records rules. The AI agent acts only inside them.

  • Approval before sensitive actions

    Refunds over your limit, record requests or any action you mark wait for the office that owns them.

  • A trace log of every step

    What the agent read, which tool it called, the result and why, on every conversation.

  • Role-based access

    Each office sees only the requests and content it should, and the AI agent respects the same permissions.

96% accuracy in G2’s independent AI agent test, +10 pts vs. average

BoldDesk controls for the AI agent: a cursor picks Asks first from three autonomy choices (Drafts only, Asks first, Acts alone), three approval rules switch on (refunds over $150 to the Housing Office, transcript and record requests to the Registrar, financial aid award changes to Financial Aid), and an audit log records the refund prepared, approved by Dana Whitfield and issued to the Visa card

Enterprise-Grade Security for Student Data

Independently audited, encrypted end to end, and governed by the access rules your security team sets.

Security at BoldDesk
  • SOC 2 Type 2 badge

    SOC 2 Type 2

    Independently audited for security, availability and confidentiality.

  • GDPR badge

    GDPR

    Compliant with EU data protection rules, with a data processing agreement.

  • HIPAA badge

    HIPAA

    HIPAA compliance with a signed BAA, for the health records some campuses handle.

  • Your data stays yours

    Your data is only accessible to your AI agent and not used to train models.

  • AES-256 encryption

    Student and application data encrypted on a secure cloud architecture.

  • SSO and role-based access

    SSO, IP restrictions and roles decide who builds, approves and sees what.

  • PII redaction

    Personal data masked in tickets, transcripts and reports.

Do’s and Don’ts for Education Customer Support

See how institutions support students from admissions to exams. Review best practices, common mistakes and their impact on payments, IT and deadlines.

Explore Guidelines

  • Best Practices

  • Common Mistakes

  • Impact

Frequently Asked Questions

What is an AI agent for education customer support?

An AI agent for education customer support resolves student, applicant and staff requests end to end: it reads the request, finds the approved answer or the record, and takes the action in your campus systems. BoldDesk’s AI agent answers admissions, aid and IT requests from your approved content and hands sensitive cases to your staff with the full conversation.

Can an AI agent refund a duplicate housing deposit or check an application status?

Yes, through connected tools. BoldDesk’s AI agent checks an application status in your admissions portal, or prepares a refund in your student payments system, through API actions or MCP. Refunds and any action above limits you set wait for the office that approves them.

Does BoldDesk’s AI agent work with Banner, Workday Student or Canvas?

BoldDesk has no native student information or learning management integrations. Any system that offers an API, such as Ellucian Banner, Workday Student or Canvas, connects as an API action, or as an MCP server that gives the AI agent all of its tools at once. Microsoft Teams, Slack, Jira, Salesforce and HubSpot are native integrations.

Is an AI agent for student support FERPA compliant?

BoldDesk does not publish a FERPA certification. It has a SOC 2 Type 2 report, is GDPR compliant and encrypts data with AES-256, with SSO, role-based access and PII redaction available. FERPA obligations stay with your institution, so your counsel should confirm how student records are shared with a vendor.

How do I stop the AI agent from issuing a refund or sharing a record without approval?

Mark the refund or record action as approval-required, or set a rule such as refunds over $150 needing the Housing Office. The AI agent prepares the action, waits for the named approver, then runs it, and every step is logged in its trace.

How does the AI agent avoid wrong answers, and when does it hand a student to a person?

It answers only from the content you approve: knowledge base articles, FAQs, policies and PDFs, and it shows the source. When its confidence is low, your rules call for it or a student asks for a person, for example about an individual aid award or an admissions decision, the conversation moves to your staff with the full history and the steps the AI agent took.

How long does it take to set up an AI agent for a school or university?

Setup is three steps: connect your approved content, set the rules and the handoffs, and switch on your channels. Gathering the approved content takes most of the time. Free onboarding and migration are included, and no credit card is needed to start.

How is BoldDesk priced for a college or university?

Plans start at $99 a month, billed yearly, with 500 AI credits and unlimited human agents, so every admissions, aid and IT office can add staff without seat fees. You pay for the work AI does, not per resolution, and can top up at $40 per 1,000 credits.

Get started

Let AI Agents Run Your Campus Support

Connect your campus systems and watch the AI agent resolve its first student requests today.

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  • Free onboarding and migration
  • Unlimited human agents
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