PlanexAI

Message and refer students

Two-way messaging threads with every student, searchable by thread or message content, plus structured referrals with status tracking.

Web dashboard

Messages

Messages lists a conversation thread per student with unread badges, updating automatically. Search by student, or switch to message-content search to find that one conversation about a withdrawal deadline. Students see and reply from their own app, web or mobile.

Referrals

For structured follow-through, Referrals creates an assignment with teeth: pick the student, a type (Academic Support, Study Habits Improvement, Tutoring Recommendation, Counseling Services, and more), the reason, requirements, a deadline, and a priority. Each referral tracks its own status from Sent through Opened, Acknowledged, In Progress, and Completed, so nothing quietly disappears.

Frequently asked questions

Do students get notified when I message them?

Yes. Messages appear in the student app under Advisor messages with an unread badge, and referrals can also send an email notification when you create them.

Related guides

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