Element451

Learn how to create, triage, and resolve Alerts to flag student risk signals and decide what action to take.

Alerts [Beta]

Learn how to create, manage, and resolve Cases that track ongoing student work across Tasks, Conversations, Appointments, and Documents.

Cases [Beta]

Learn how to link Alerts, Tasks, Conversations, Appointments, Documents, and Bolt Agent Jobs to a Case so all related work lives in one place.

Relating Objects to Cases [Beta]

Learn how to create reusable templates that pre-fill fields when creating alerts and cases—whether manually or through automated workflows.

Alert and Case Templates [Beta]

Learn how to surface insights from alert and case activity and use that data to identify student populations and drive interventions.

Using Case Management Data: Segments + Insights [Beta]

Michael Stephenson

How staff triage Alerts, manage Cases, and link the related work that happens around them.

Working with Alerts + Cases

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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