A school and university help desk for student services, IT, enrollment, and financial aid teams handling student, parent, and faculty tickets in Taskade.
What's Included
- Multi-Audience Queue: Board view with lanes for Student, Parent, Faculty, and Staff
- Account Database: Table view with name, role, term, and ticket history
- AI Triage Agent: Custom agent routes to enrollment, IT, financial aid, or academic affairs based on topic
- Knowledge Base: Calendar, policies, course catalog, FAQ — agent answers common questions instantly
- Calendar Sync: Bidirectional sync with the academic calendar — agent knows registration windows and deadlines
- CSAT by Audience: Track satisfaction separately for students, parents, and faculty
Why This Template Wins
- Three audiences, one help desk: Students, parents, and faculty share the queue but each see context-appropriate replies
- Calendar-aware replies: "When does add/drop end?" gets the right answer because the agent reads the academic calendar
- Term-by-term cohort tracking: See how this fall's freshman experience compares to last fall's — surfaces orientation gaps
How to Use
- Clone this template into your Taskade workspace
- Customize lanes, term dates, and policy library
- Connect your SIS, calendar, and email
- Train the AI Triage Agent on past tickets and policy docs
- Set up automation triggers for registration reminders and SLA tracking
FAQ
Can parents and students share a ticket?
Yes. Tickets can have multiple watchers with different permissions — the agent routes replies appropriately by relationship.
Does it integrate with major SIS platforms?
Yes. Connect via API or webhook to most SIS platforms — see the integrations directory for current connectors.
What plan supports a multi-campus university?
Business ($40/mo) handles multi-campus operations. Enterprise ($400/mo) adds advanced compliance features.
CTA
Try this template free in Taskade. For SIS setup, see /learn/automation/automations-execution. Pair with Education Templates. Browse education apps in the Community Gallery.