How do I set up a Virtual Advisor for a specific program?

Virtual Advisor

The virtual advisor lets you set up responses to common questions. If a contact texts in with a question such as "How do I reply?" you can set up an automated response specific to your institution. 

Notes: 

• The Virtual Advisor only replies to texts that match the question exactly. Otherwise, questions will land in your inbox as usual.
• The Virtual Advisor will wait 10 minutes before replying. You will not be interrupted if you are currently texting your contact.
• The Virtual Advisor will respond to all messages in your account unless you set up a separate Virtual Advisor for each program.

Program Specific Virtual Advisor

The Message platform offers program-specific Virtual Advisor responses for a personalized contact experience. You can still use a general Virtual Advisor for all programs, but this adds more flexibility! Here's how to set up a Virtual Advisor for a specific program:

Select the gear icon and Settings.

Virtual Advisors > New Virtual Advisor

Give your new Virtual Advisor a name and write an optional description. Under Configuration, you can now allow Program Admins to manage the Virtual Advisor, then the Admins of the specified programs will be able to add and edit answers to questions from this Advisor. 

Lastly, you can choose if you want to apply the Virtual Advisor to all programs, or just specific ones. Click "change" to select the specific programs the new Virtual Advisor should answer questions for:

Once you have saved the Virtual Advisor, you can set answers to the questions of your choosing by going to "Available Questions", view and edit answered questions by going to "Answered Questions", and update the preferences and access by going to "Settings". Additionally, you can mark a Virtual Advisor active or inactive by toggling the button at the top right corner of the page displayed below.