Knowledge Base

Onboarding Wizard (Step-by-Step)

Add courses to StudentIgnite

Here you add the courses you want Herbot to support. StudentIgnite uses your public course pages as the source of truth....

Onboarding Wizard (Step-by-Step)

Match CRM fields in StudentIgnite

Field matching helps StudentIgnite know where important lead details live in your CRM. This ensures Herbot can reply and...

Onboarding Wizard (Step-by-Step)

Connect your CRM to StudentIgnite

Connecting your CRM lets StudentIgnite receive new leads instantly and update each record as Herbot books or re-engages...

Onboarding Wizard (Step-by-Step)

Set your brand voice in StudentIgnite

In this step, you choose how Herbot should sound when speaking to students. The tone you choose shapes the style of mess...

Onboarding Wizard (Step-by-Step)

Choose booking, enrolment or both in StudentIgnite

Here you tell Herbot what success looks like for your organisation. Do you want the bot to focus on: Booking a time w...

Onboarding Wizard (Step-by-Step)

Organisation details in StudentIgnite onboarding

In this step, you add some basic details about your organisation so Herbot can introduce you correctly and we can set th...

Onboarding Wizard (Step-by-Step)

Verify your email for StudentIgnite

First, we confirm your work email so we know it is really you and we can keep your account secure. How to verify your e...

Onboarding Wizard (Step-by-Step)

Getting started with StudentIgnite onboarding

Welcome to StudentIgnite! This short onboarding flow helps you connect your systems, teach our AI (we call them Herbot)...