AI Agent Framework
The AI Agent Framework is a background event listener system that runs four native AI agents: Intake Copilot, Cash Flow Predictor, Proxy Optimizer, and Institutional Analyst. These agents listen to key events and surface business intelligence across the ERP.
🔗 Dependent Modules
- Front Office & Admissions: Integrates with student/parent inquiries (Intake Copilot).
- Finance & Accounting: Mapped to fee invoice collection logs and overdue alerts (Cash Flow Predictor).
- HR & Staff Directory: Linked to staff leaves to recommend proxy scheduling (Proxy Optimizer).
- Command Center Dashboard: Powers natural language querying for administrators (Institutional Analyst).
💡 Why Use This Module?
- Warm Lead Scoring: Automatically highlights the most promising student admission inquiries.
- Proactive Cash Flow Forecasting: Identifies potential fee default risks and suggests template nudge messages.
- Instant Substitute Scheduling: Automatically proposes the best proxy teacher, matching subject expertise and avoiding schedule conflicts.
- Natural Language Queries: Allows administrators to query complex data sets using plain English.
📅 When to Use This Module?
- Admissions Season: Reviewing inquiry details and draft email responses.
- Fee Collection Cycles: Forecasting receipts and sending polite overdue reminders.
- Staff Absence: Recommending proxy teachers when approving leaves.
- Administrative Reviews: Principal analyzing school metrics or attendance anomalies.
📖 How to Use
1. Intake Copilot (Admissions)
When a new inquiry is submitted:
- Intake Copilot analyzes the message content.
- It sets a priority score (1-100) and draft response.
- Admissions staff see the score and can click to use the pre-generated draft reply.
2. Cash Flow Predictor (Finance)
Under Finance -> AI Forecast:
- The predictor parses historical collections and current outstanding dues.
- It displays next month's forecast and default risk percentage.
- Generates a copy-pasteable parent nudge template.
3. Proxy Optimizer (HR / Timetable)
When approving a teacher's leave under HR -> Leaves:
- Approving a leave triggers the optimizer.
- It searches for free teachers matching the subject.
- Recommends the optimal proxy teacher inside the approval notice.
4. Institutional Analyst (Dashboard)
Under the Command Center dashboard:
- Click the Ask Analyst console.
- Type a natural language question (e.g. "Why is attendance low in Grade 8?").
- The analyst reads institutional data and returns a concise summary.
🛠️ Key Features
- Intelligent Lead Analyzer: Automatically ranks inquiries by counselor warmth index.
- Collection Forecasting: Predictive modeling based on institutional fee invoice collections.
- Smart Proxy Recommender: Subject-aware schedule optimizer.
- Insights Dashboard Widget: Banner warnings showing critical AI alerts (e.g. attendance dips).