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 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.

Here’s a list of ideas organized by funnel stage, using the goals and actions supported in Bolt Agent Jobs:

Prospect

Job Summary	Goal	Actions	Segment
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
Convert passive prospects by encouraging RFI completion	Capture Leads	Provide Information, Promote Form	Digital ad lead, event attendee, no form submitted

Inquiry

Job Summary	Goal	Actions	Segment
Share next steps and promote campus tour	Inform or Notify	Provide Information, Promote Event	Inquiry, no application started, no tour history
Motivate inquiries to start their application	Start Application	Make Introduction, Promote Application	Inquiry, no application started
Offer support by encouraging a meeting with admissions	Schedule Appointment	Provide Information, Schedule Appointment	Inquiry, no application started, no appointment booked

Applicant

Job Summary	Goal	Actions	Segment
Drive completion of started applications	Submit Application	Provide Information, Promote Application, Schedule Appointment	Application started, not submitted
Promote a program-specific or application support event	Sign Up for Event	Provide Information, Promote Event	Application started, interested in specific major

Admit/Deposit

Job Summary	Goal	Actions	Segment
Encourage admitted students to attend yield events	Sign Up for Event	Provide Information, Promote Event	Admitted
Drive deposits from admitted students	Pay Deposit Fee	Provide Information	Admitted, deposit not paid
Encourage advising appointment and class registration	Schedule Appointment	Provide Information, Schedule Appointment	Admitted, no appointment booked, no class registration
Ensure students complete a required form	Submit Form	Provide Information, Promote Form	Deposited, form not submitted
Send surveys to gather feedback or confirm readiness	Submit Survey	Provide Information, Promote Form	Recently deposited, orientation attendee, first-year

Enroll

Job Summary	Goal	Actions	Segment
Resolve outstanding balances before drop for non-payment	Pay Form	Provide Information, Promote Form	Registered for class(es), active account balance hold
Share key new student resources and information for on-campus residents	Inform or Notify	Make Introduction, Provide Information	Registered for class(es), housing room assigned
Encourage current students to register for next term	Submit Form	Promote Form, Provide Information, Schedule Appointment	Enrolled, no class registration for the next term
Encourage first-year students to get involved on campus	Sign Up for Event	Promote Event, Provide Information	First-year, enrolled, no student life events attended
Promote alumni association sign-up or event	Submit Form	Promote Form, Provide Information	Senior, graduation term is current

All (Except Enroll)

Job Summary	Goal	Actions	Segment
Re-engage inactive contacts with helpful updates	Inform or Notify	Make Introduction, Provide Information	No activity in last 30 days

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!