Help Guides

Our help guides offer detailed step-by-step instructions and troubleshooting tips for all things EdSights

Dashboard Settings Help Guides

How to Edit a Knowledge Base Answer

How to Approve a Question in the EdSights Knowledge Base

How to Add a New Question to your EdSights Knowledge Base

How to Edit and Approve the Need-Based Resources

Using the Audience Feature in the Knowledge Base

Managing Need-Based Resources with Tags

How to Set Up an Alert Contact and Customize Alert Response

Navigating Campaigns Tab

Inviting a New Admin to the EdSights Dashboard and Editing Their Permissions

How to Assign Tags to Limited Admins

How to Change Your Password

Student Page Help Guides

How to Filter Students by Tags

How to Filter Students by Opt-In Status

How to Use all Student Filter Options

Interventions Page Help Guides

How to Review an Opportunity for Follow Up

Alerts Page Help Guides

How to Dismiss or Mark Action Taken on an Alert via the EdSights Dashboard

How to Dismiss or Mark Action Taken on an Alert via Email

How to Export Alerts

How to Configure Alert Data

Chatbot Messaging Help Guides

How to Download All Student Responses to a Proactive Check-In

How to Submit a Custom Campaign

Product Explainers

These detailed documents are designed to provide clear, concise, and user-friendly information about a specific feature or aspect of EdSights

About Alerts

About Custom Campaigns

About Commit Score

About Knowledge Base

About Need-Based Resources

About Risk Levels

About Student Outreach

About the Website Chatbot

EdSights AI Chatbot FAQs

EdSights Chatbot Personas

Testing the EdSights Chatbot

EdSights Framework Glossary

EdSights Expert Videos

Watch our EdSights Expert videos designed to help you gain expertise in the EdSights product

EdSights Retain 101

EdSights Retain Dashboard Overview

Reviewing the Student File

Uploading the Student File to your Dashboard

EdSights Student File Documentation

Retain: Student File Template

Admit: Student File Template

SFTP Set Up Documentation

Student Voice Score® Documentation

SVS® Playbook

About the Student Voice Score®

EdSights SVS® Overview

Outreach Templates

Use the outreach templates to share EdSights Intervention information with external teams or to conduct direct student outreach.

Internal Outreach Email Templates

Student Outreach Email Templates

EdSights Webinars

Access our training webinar recordings for in-depth, expert-led sessions on diverse subjects that aim to maximize your EdSights experience

Registration Reimagined: Custom Messages for Enrollment

Your Knowledge, Your Way: Leveraging the Knowledge Base for Maximum Impact

Find, Filter, Follow-up: Impactful Tags in the EdSights Dashboard

Warm Up, Don’t Melt Down: Pre-College Engagement Strategies

Leadership Lens: Advocating for EdSights at the Executive Level

From Voices to Vision: Strategic Planning with the Student Voice Score

Smooth Sailing: Enhancing your Workflow to Elevate your Chatbot

Bullseye: Targeted Outreach with Custom Campaigns

Embrace, Empower, Excel: Change Management Strategies for Implementing EdSights

Summertime Sense of Belonging