Course Operations Agent for Education Cloud

The Course Operations Agent assists your faculty directly in Slack. This assistant helps faculty manage courses, engage with students and teaching assistants, identify at-risk learners, and coordinate student support. With centralized course operations and student support, faculty can focus on teaching and student engagement and less on administrative tasks.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud and the applicable Agentforce add-on license

Without leaving Slack, faculty can use the Course Operations Agent as an assistant to:

  • Receive advanced alerts on course load
  • Manage courses in automatically created course offering channels with syllabus canvases
  • Collaborate with students and teaching assistants in dedicated course offering channels
  • Identify at-risk students, view risk factors, and receive alerts on student progress
  • Create dedicated channels to coordinate timely intervention with advisors and support staff

Real-time updates, easy access to course materials, and personalized support provide students with a unified academic experience.

Course Operations Subagents and Actions

The Course Operations Agent includes these subagents and actions.

Subagent Description Agent Action
Course Offering Channel Use this subagent to assist with course management by creating a channel for a course offering. Create Course Offering Channel
Course Syllabus Canvas Use this subagent to assist with course operations by creating syllabus canvases. Get Course Syllabus Canvas Layout
Course Load Summary Use this subagent to create course load summaries and answer questions about course offerings. Send information about course offerings in a direct message in Slack to Slack users. Create Course Load Summary
Student Risk Report Use this subagent to identify at-risk students and coordinate support. This topic creates a record alert and a related Slack channel for each student. It also automatically adds the advising case team members to this new channel.

How the Course Operations Agent Connects Your Data to Slack

The agent turns Education Cloud data into real-time collaboration in Slack. The agent actions read academic records, run flows, and create the Slack channels where faculty and support staff work together.

Each advising case links to a student's contact record, which connects to that student's course offering participant and academic term enrollment records. The agent uses that connection to trace a student from an academic record to the advising case, and then create a Slack channel to coordinate support.

Review the agent actions and how they connect your data to Slack.

Create At-Risk Report
Evaluates a course offering participant record against risk criteria.
Create Course Offering Participant Insights
Uses a prompt template grounded in Data 360 objects, such as course offering participant, academic term enrollment, and contact, to summarize progress.
Create Record Alert
Runs a flow that, given a course offering participant, finds the student's related advising case and creates a record alert.
Create Record Alert Channel
Runs a flow that creates a dedicated Slack channel and adds the advising case team members.
Close Record Alert and Related Channel
Runs a flow that closes the alert and archives its Slack channel.
Important
Important Because advising-case identification varies by institution, make sure that you create an Advising Case record type and modify the Create Record Alert flow to fetch only that record type.
  • Prepare Your Org for the Course Operations Agent
    Provide agent actions with the required data. Define at-risk criteria, supply data for course offering participant insights, create an advising record type for cases, and create employee records for faculty members.
  • Set Up Course Operations Agent
    Configure a Course Operations Agent that assists faculty to manage courses, engage with students and teaching assistants, identify at-risk students, and coordinate student support.
  • Connect the Course Operations Agent to Slack
    Bring collaboration, course management, and student support into Slack. Faculty can interact with the Course Operations Agent without switching applications.