Overview

Once you’re comfortable creating and managing Bolt Agent Jobs, it’s time to take your strategy to the next level. This article will help you design smarter, more effective jobs that align with your institution’s enrollment goals, supporting students from prospect to enrollment and beyond.

You’ll learn:

Examples of jobs that align with enrollment funnel stages
How to layer and prioritize actions for smarter outcomes
When to enable self-approval vs. human review
Best practices for segments, triggers, and timing
How to write effective instructions to guide agent behavior

Design Jobs Around the Funnel Stage and Goal

Start by identifying where your target audience falls in the funnel. Then, select a specific goal that makes sense for that stage. Keeping your job focused and intentional leads to better results.

Below, we provide a list of ideas organized by funnel stage, using the goals and actions supported in Bolt Agent Jobs. These use cases are meant to inspire you and spark ideas for your own institution. Remember, their implementation and effectiveness will vary based on how you have Element451 configured, your specific data, and your institution’s package and modules.

Tip: Some of these use cases utilize the "Join Segment" goal, which assumes relevant data (like FAFSA status or scholarship eligibility) is imported into Element451 as custom fields. "Join Segment" is a powerful goal that unlocks virtually limitless opportunities. Think strategically about what data you're bringing into Element and how calculated segments can trigger goal completion for Bolt Jobs.

Suspect

Job Summary	Goal	Actions	Audience	Agent Type(s)
Introduce the institution and invite to open house	Inform or Notify	Make Introduction, Provide Information, Promote Event	List import, college fair lead, no form submitted	Recruiter
Convert passive prospects by encouraging RFI completion	Capture Leads	Provide Information, Promote Form	Digital ad lead, event attendee, no form submitted	Lead Gen, Recruiter
Initiate early engagement campaigns for high school students	Capture Leads	Provide Information, Promote Form	High school sophomores/juniors, no form submitted	Lead Gen, Recruiter
Introduce athletic programs and opportunities	Inform or Notify	Provide Information	Prospect, indicated athletic interest, no form submitted	Athletics Counselor
Guide athletic interest steps	Capture Leads	Provide Information, Promote Form	Prospect, indicated athletic interest, no form submitted	Athletics Counselor, Admission Advisor
Promote campus involvement	Inform or Notify	Provide Information	Prospect, no form submitted	Campus Life Advisor

Prospect/Inquiry

Job Summary	Goal	Actions	Segment	Agent Type(s)
Share next steps and promote campus tour	Inform or Notify	Provide Information, Promote Event	Inquiry, no application started, no tour history	Admission Advisor
Motivate inquiries to start their application	Start Application	Make Introduction, Promote Application	Inquiry, no application started	Admission Advisor
Offer support by encouraging a meeting with admissions	Schedule Appointment	Provide Information, Schedule Appointment	Inquiry, no application started, no appointment booked	Admission Advisor
Nurture athletic interest leads	Inform or Notify	Provide Information, Promote Application, Schedule Appointment	Inquiry, indicated athletic interest on RFI	Athletics Counselor, Admission Advisor
Answer eligibility and recruitment questions	Inform or Notify	Provide Information	Inquiry, no application started	Admission Advisor, Athletics Counselor, Financial Aid Advisor
Congratulate on early milestones	Inform or Notify	Provide Information	Inquiry, initial engagement milestones completed	Admission Advisor, Peer Advisor
Reinforce value propositions	Inform or Notify	Provide Information	Inquiry, recent hesitation, or low engagement	Admission Advisor

Applicant

Job Summary	Goal	Actions	Segment	Agent Type(s)
Drive completion of started applications	Submit Application	Provide Information, Promote Application, Schedule Appointment	Application started, not submitted	Admission Advisor
Promote a program-specific or application support event	Sign Up for Event	Provide Information, Promote Event	Application started, interested in a specific major	Admission Advisor
Celebrate application progress milestones	Inform or Notify	Provide Information	Application started, specific milestone achieved (essay submitted, documents uploaded)	Admission Advisor, Peer Advisor
Send personalized checklist nudges	Join Segment	Provide Information	Application submitted, decision checklist status incomplete	Admission Advisor
Surface scholarship opportunities	Join Segment	Provide Information	Admitted, meets scholarship eligibility	Admission Advisor
Clarify application requirements	Inform or Notify	Provide Information	Application started, documents missing	Admission Advisor
Follow up on missing documents	Inform or Notify	Provide Information	Application started, required documents missing	Admission Advisor
Send deadline reminders	Inform or Notify	Provide Information	Application started, deadlines approaching	Admission Advisor
Communicate processes to parents/guardians	Inform or Notify	Provide Information	Applicant	Admission Advisor, Financial Aid Advisor

Admit/Deposit

Job Summary	Goal	Actions	Segment	Agent Type(s)
Encourage admitted students to attend yield events	Sign Up for Event	Provide Information, Promote Event	Admitted	Admission Advisor
Drive deposits from admitted students	Pay Deposit Fee	Provide Information	Admitted, deposit not paid	Admission Advisor
Encourage advising appointment and class registration	Schedule Appointment	Provide Information, Schedule Appointment	Admitted, no appointment booked, no class registration	Admission Advisor
Ensure students complete a required form	Submit Form	Provide Information, Promote Form	Deposited, form not submitted	Admission Advisor
Send surveys to gather feedback or confirm readiness	Submit Survey	Provide Information, Promote Form	Recently deposited, orientation attendee, first-year	Admission Advisor
Surface scholarship opportunities for eligible admitted students	Submit Form (or Submit Application, depending on how you manage your scholarship application)	Provide Information, Promote Form (or Submit Application, depending on how you manage your scholarship application)	Admitted, meets criteria for specific scholarship eligibility	Financial Aid Advisor
Guide students to complete FAFSA	Join Segment	Provide Information	Enrolled, FAFSA incomplete	Financial Aid Advisor
Support admitted students facing financial uncertainty	Inform or Notify	Provide Information	Admitted, financial concerns flagged	Financial Aid Advisor
Support admitted student questions	Inform or Notify	Provide Information	Admitted, general concerns flagged	Academic Advisor, Campus Life Advisor
Track decisions checklist completion	Join Segment	Provide Information	Admitted, checklist incomplete	Admission Advisor
Track financial aid progress	Join Segment	Provide Information	Admitted, aid application incomplete	Financial Aid Advisor
Send aid deadline reminders	Inform or Notify	Provide Information	Admitted, upcoming financial aid deadlines	Financial Aid Advisor

Enroll Stage

Job Summary	Goal	Actions	Segment	Agent Type(s)
Resolve outstanding balances before drop for non-payment	Pay Form	Provide Information, Promote Form	Registered for class(es), active account balance hold	Financial Aid Advisor
Share key new student resources and information for on-campus residents	Inform or Notify	Provide Information, Make Introduction	Registered for class(es), housing room assigned	Campus Life Advisor
Encourage current students to register for next term	Submit Form	Provide Information, Promote Form, Schedule Appointment	Enrolled, no class registration for the next term	Academic Advisor
Encourage first-year students to get involved on campus	Sign Up for Event	Provide Information, Promote Event	First-year, enrolled, no student life events attended	Campus Life Advisor
Promote internship and job exploration	Inform or Notify	Provide Information	Enrolled, upperclassman, no internships/job engagement tracked	Career Advisor
Encourage campus traditions/event participation	Sign Up for Event	Provide Information, Promote Event	Enrolled, minimal campus involvement, or first-year students	Campus Life Advisor
Conduct wellness check-ins during exams	Inform or Notify	Provide Information	Enrolled, during midterm/finals periods	Peer Advisor
Identify and re-engage at-risk students	Schedule Appointment	Provide Information, Schedule Appointment	Enrolled, poor academic indicators	Academic Advisor, Campus Life Advisor

Alumni/Post-grad

Job Summary	Goal	Actions	Segment	Agent Type(s)
Encourage alumni event attendance	Sign Up for Event	Provide Information, Promote Event	Alumni	Alumni Relations Officer
Promote alumni membership	Join Segment	Provide Information, Promote Form	Alumni, non-member	Alumni Relations Officer
Coordinate fundraising campaigns	Submit Form	Provide Information, Promote Form	Alumni, donor potential	Alumni Relations Officer
Educate donors about estate planning	Inform or Notify	Provide Information	Alumni, donor potential	Alumni Relations Officer

Any

Job Summary	Goal	Actions	Segment	Agent Type(s)
Re-engage inactive contacts	Inform or Notify	Make Introduction, Provide Information	No recent activity	Any
Automate press releases	Inform or Notify	Provide Information	All contacts	Any

Layer Actions Strategically

Your Bolt Agent will attempt actions in the order they appear. So be intentional about layering:

Start with your most direct or high-impact action
Follow with supportive or fallback actions in case the first doesn’t succeed

Example: “Submit Application” Job

Promote Application – Direct link to continue app
Schedule Appointment – Offer 1:1 support
Provide Information – Share helpful details or deadlines

This sequencing gives the agent flexibility to try different approaches, while still pushing toward the same outcome.

Self-Approval Best Practices

Letting the agent act autonomously speeds things up, but it’s important to use it thoughtfully.

When to Use Self-Approval:

Low-risk actions like reminders or sharing event info
Follow-ups after the first approved outreach

When to Require Approval:

First-time outreach to a new contact
Payment prompts
Event invites with limited capacity
Anything sensitive or high stakes

Examples of Approval Guidelines:

“Require approval for the first action if we’ve never contacted the student.”
“If we’ve already reached out 3 times, ask for approval before sending again.”

Segment and Trigger Strategy

Keep segments focused and use filters that align with your goal. Simple segments are easier to manage and easier for the agent to personalize against.

Use Triggers to continuously add new contacts to a job as they meet a condition (e.g., submit a form). Segments and triggers can be used together.

Segment Examples:

Application started, not submitted
Admitted, no event attended
Deposited, missing required forms

Deadlines and Urgency

Use deadlines to manage job timelines and create urgency:

Short deadlines work well for date-based goals like events or app pushes
Longer deadlines are good for nurture campaigns or open-ended outreach
Enable Urgent Mode if your agent needs to act immediately upon enrollment (e.g., event is today or app deadline is tomorrow)

Writing Strong Instructions

Instructions help your Bolt Agent act like a true team member. Use them to guide the agent on things like:

Tone
- Example: “Use a welcoming, approachable tone. Assume this audience may know very little about the institution. Avoid jargon or insider language and keep the message simple and informative.”
Cadence
- Example: "Don’t reach out more than twice per week. If the student engages (opens or clicks), wait a few days before sending the next message."
Channel preferences
- Example: "Use both email and SMS when appropriate, but never send both at the same time. Start with email if the student is new or hasn’t opted in for SMS."
Key talking points
- Example: "When relevant, highlight academic programs, outcomes (like job placement or exam pass rates), or key differentiators like location or campus culture. Focus on what matters most to this audience."
Ugency
- Example: "Use soft urgency when referencing deadlines—enough to motivate action without creating pressure. Mention deadlines, but don’t repeat them too frequently."

You can also add instructions per action to refine how the agent uses each skill.

note Bolt Agent Jobs is currently in closed beta, not yet available to all partners. If you have access, you may notice ongoing updates as we continue to refine the feature and improve the experience. Stay tuned—wider access is coming soon!

Bolt Discovery vs. Bolt Agents: Understanding the Difference

Best Practices for Creating Bolt Agents + Teams

[Closed Beta] Getting Started with Bolt Agent Jobs

[Closed Beta] Creating a Bolt Agent Job

[Closed Beta] Onboarding Bolt Agents

[Closed Beta] Advanced Strategies and Best Practices for Bolt Agent Jobs