---
schema_version: "1"
id: b716f37fbe1d3c47eb061e690baf94311f22151ab85ffd276e8765a072a09539
title: Course Operations Agent for Education Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_course_operations_topics_in_agentforce.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_course_operations_topics_in_agentforce.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b21e30780ae2d54a689a7fa417e133d80eab1d042f67db8568ff040d0e498747
description: 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.
products:
  - Education
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud and the applicable Agentforce add-on license</td></tr></tbody></table>

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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d20952e102">Subagent</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d20952e105">Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d20952e108">Agent Action</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e102 ">Course Offering Channel</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e105 ">Use this subagent to assist with course management by creating a channel for a
              course offering.</td>

            <td data-label="Agent Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e108 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_course_offering_channel.htm&amp;language=en_US" target="_blank">Create Course Offering Channel</a></td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e102 ">Course Syllabus Canvas</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e105 ">Use this subagent to assist with course operations by creating syllabus
              canvases.</td>

            <td data-label="Agent Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e108 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_course_syllabus_canvas_layout.htm&amp;language=en_US" target="_blank">Get Course Syllabus Canvas Layout</a></td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e102 ">Course Load Summary</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e105 ">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.</td>

            <td data-label="Agent Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e108 "><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_course_load_summary.htm&amp;language=en_US" target="_blank">Create Course Load Summary</a></td>

          </tr>
          <tr class="">
            <td data-label="Subagent" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e102 ">Student Risk Report</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e105 ">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.</td>

            <td data-label="Agent Action" class="slds-cell-wrap" style="vertical-align:top;" headers="d20952e108 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_at_risk_report.htm&amp;language=en_US" target="_blank">Create At-Risk Report</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_course_offering_participant_insights.htm&amp;language=en_US" target="_blank">Create Course Offering Participant
                    Insights</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_record_alert.htm&amp;language=en_US" target="_blank">Create Record Alert</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_create_record_alert_channel.htm&amp;language=en_US" target="_blank">Create Record Alert Channel</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_close_record_alert_and_channel.htm&amp;language=en_US" target="_blank">Close Record Alert and Related
                    Channel</a></li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_important.png)

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](https://help.salesforce.com/s/articleView?id=sfdo.ec_prep_org_for_course_operations_agent.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_course_operations_topics_in_agentforce.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_course_channel_canvas_in_slack.htm&release=264.0.0&type=5)**  
    Bring collaboration, course management, and student support into Slack. Faculty can interact with the Course Operations Agent without switching applications.