A customer profile is a customized agent built for exactly one use case. When a milestone changes in Salesforce, Apten switches the student to the right profile, with full memory of everything before.
One profile per population
One profile for military-affiliated students
One for B2B / employer partnerships
One for standard online
Each with its own value props and knowledge, on top of the central UAGC knowledge base
UAGC's messaging compliance encoded as guardrails
One profile per lifecycle stage
One profile for application-to-enrollment nurture
One for current-student engagement
One for re-engaging stopped-out students
Example: the enrolled-student profile opens with a "welcome to your first day" touch that remembers the career goal shared at inquiry
Strategies, tested at scale
Each profile carries its own follow-up strategies, grounded in UAGC content (transfer credit, programs)
Tested across live conversations, response rates measured
Winners promoted; losers revised or deleted
New strategies proposed automatically
Example, mid-funnel: transferred and applied, but the enrollment checklist sits unfinished for 3 days. Salesforce triggers a profile switch, Apten pulls the checklist in, and guides the student through the remaining items to enrollment.