What’s new in admitAI.

Work happens where you already are

The next step on a lead or student now opens right on the record, and the things your team reaches for most — reports, offers, interview answers, requests — live on the student instead of on a separate page.

• Journey steps act in place. Nine boxes show exactly how far a record has come; the next step opens its own dialog.
• Stage board on Leads. See the pipeline by stage, and open a lead in the side panel to work down a queue.
• Assessment reports saved. Listed with date and score, shown on the student’s Assessment report tab and attachable to a proposal.
• Offers tab. Record an offer by hand and keep the offer letter on file.
• Saved interview answers. Students’ practice answers are kept for the counsellor to review.
• “Ask student” on requirements, with inline edits to status and dates.
• WhatsApp on leads. Message a lead from the lead itself.
• Command Console in the side panel. New student, Visa Autofill, your apply form and more open over the dashboard.
• Receipts. View the payments and receipts behind any invoice.
• Partner team role for colleagues who work with your agency, and clearer section names: Study Planning and University Applications.

A dashboard that keeps your place

Click a number on the dashboard and its records slide in beside it. The dashboard stays where it was, and Ctrl- or ⌘-click still opens the full page.

• Side panel for leads, follow-ups, applications and more, which you can widen by dragging.
• Menus follow the work. Queues first, then each step in order, then outcomes — and Tasks now sits beside Calendar.
• Shared course library. Course Finder starts with a common library for every agency, with your own programmes taking priority.
• Security updates to the platform’s framework and monitoring.

Bring your data with you

Import leads and students from a spreadsheet. Every row is checked in a preview, nothing is written until you commit, and the commit re-checks each row against your data as it is at that moment.

• Spreadsheet import for leads and for students, with an owner and source label for the batch.
• AQF report counts filed applications. Checks about filed applications now count only applications actually submitted.
• Range-of-providers check reads your shortlists again and names what triggered it.
• Privacy hardening in the Student Hub and in how automatic appointments are assigned.

Commission you can reconcile, rules you can set

• Commission reconciliation report. What each university partner has paid against what is due.
• Your signed-agreement rule. Choose Off, Warn or Block for submitting an application before the student has signed (AQF §2.5).
• UCAS passwords erased. Stored passwords were deleted and can no longer be saved.

The student journey, end to end

The biggest release of the month: a guided path from first enquiry to first application, proposals students can answer, and the paperwork that follows an offer.

• Guided lead journey with a contact log and one-step “register as student”.
• Branded proposals with up to six options; students like, pass on or ask to apply for each one.
• Requirements per application, each with a status, your due date and the university’s.
• Offer conditions tracked as open, met or waived, and how long each decision has been waiting.
• Handovers and the application pack — the student’s details in portal order, with copy buttons.
• Instalment plans of 2 to 24 payments on any issued invoice.
• Course dates from the offer letter or CAS, and a “starting soon” view.
• Student agreements with e-signature, frozen and fingerprinted when sent.

Qualification reviewed by a person

• Intake qualification review. A readiness score of answered questions, explained review items, and a counsellor’s decision.
• WhatsApp deliveries file every message in a batch on the right record.
• Commission invoices carry your bank details.
• “Converted” means registered. A lead becomes Converted when it is registered as a student, not by editing its status.

Calendar, Visa and invoices for everyone you bill

• Calendar with day, week and month views of appointments, follow-ups and tasks.
• Visa section with queues by owner, the risk assessor, document list and autofill.
• Documents Vault with a one-click zip of a student’s files.
• Partner and sub-agent invoices on the same ledger as student invoices.
• Accounts receivable and payable reports.
• Study Planning, University Applications and Invoices sections replace the old AdmitOps menu.

The redesigned workspace

• New dashboard and lists, with a shared layout across every list page.
• Owners, follow-ups and tasks on every lead and student, with an Unassigned queue.
• Course Finder on your own programme catalogue, with entry requirements and fees.
• Student invoices in the student’s currency, with payments and numbering.

Reply from the Inbox on every channel

• Replies on WhatsApp, Messenger and Instagram from the Inbox, and replies from Lead Finder.
• Student sign-up straight from the Student Hub sign-in page.
• Trash keeps deleted students recoverable, with permanent delete when you are sure.
• Your logo shown more prominently across the dashboard.