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Admissions Operations

Admissions Document Delivery Agent

Sends documents (executive briefings, program overviews, enterprise guides, pricing guides) to visitors while enforcing workflow stage rules. Validates delivery eligibility, resolves recipient email from lead data, and l

AdmissionsLiveInternal (Colaberry Enterprise)Verified
Status
Live

Production-ready

Department
Admissions Operations

Admissions department for Colaberry Enterprise agents

Source
Internal (Colaberry Enterprise)

Built by Colaberry

About

About the Agent

What this agent does, the challenges it addresses, and where it delivers value.

Sends documents (executive briefings, program overviews, enterprise guides, pricing guides) to visitors while enforcing workflow stage rules. Validates delivery eligibility, resolves recipient email from lead data, and logs all deliveries.

Challenges This Agent Addresses

  • 1**Admissions**: Visitor requests program materials during chat
  • 2**Sales**: Send targeted documents to qualified prospects
  • 3**Marketing**: Automated document delivery as part of nurture workflows
Workflow

How the Agent Works

Step-by-step operational flow showing how this agent processes tasks end-to-end.

1

Step 1

Validates document_type against the supported list

2

Step 2

Checks workflow rules via canDeliverDocument() to verify the visitor is eligible

3

Step 3

Resolves the recipient email from AdmissionsMemory and the linked Lead record

4

Step 4

Creates a DocumentDeliveryLog entry with status sent

5

Step 5

Logs the action to AdmissionsActionLog

Execution Modes

Trigger: on-demand
Data

Inputs & Outputs

What data this agent consumes and the artifacts or actions it produces.

Input Data

  • visitor_id - the target visitor
  • document_type - one of: executive_briefing, program_overview, enterprise_guide, pricing_guide
  • delivery_method - defaults to email

Deliverables

  • Document delivery record in DocumentDeliveryLog
  • AdmissionsActionLog entry for audit
  • Denial action if workflow rules prevent delivery

Core Tasks

  • Admissions Operations
Integrations

Systems Connected

Internal systems, APIs, and tools this agent integrates with.

Tools & APIs

admissionsWorkflowService.canDeliverDocument() (eligibility check)AdmissionsMemory and Lead model (recipient resolution)DocumentDeliveryLog (delivery tracking)AdmissionsActionLog (audit trail)
Specifications

Agent Specs

Technical specifications, requirements, and deployment details.

Status
Live
Industry
Admissions
Source
Internal (Colaberry Enterprise)
Department
Admissions Operations
Verified
Yes
Visibility
Public
Last Updated
March 27, 2026
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