Skip to main content
Institution-level feature — open Institution AI at deandesk.com/dashboard. Available actions depend on your Identity’s permissions and the selected school. For the school assistant, see Admin AI.

​
Video walkthrough

This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.
Screenshots use fictional Northstar demo data. Payment and integration screens illustrate the demo setup; no live transactions or connections are shown. Institution AI gives you a conversation workspace with saved history, file attachments, and tools for your institution. It can inspect schools, manage memberships, use shared documents, and work with sandbox migration workspaces. With a selected school and sufficient permissions, it can also use that school’s administrative tools.

​
Start a conversation

1

Open Institution AI

Choose Institution AI in the institution sidebar. To start a new conversation, click + in the Scoped chat history rail.
2

Choose the scope

Before sending the first message, use Scope to select Institution-wide or a school. On a narrow screen, expand the browser width to see this header control.
3

Describe the task

Name the people, school, membership, or documents involved. Click Attach to add relevant files if needed, then click Send or press Enter.
The scope is saved with the conversation. Existing conversations show a scope badge; start a new conversation to work in a different scope.
Northstar demo: Institution AI

Northstar demo — Institution AI

Open full-size screenshot

​
What you can ask for

A migration workspace records migration preparation and progress. Creating one does not mean that data has been imported or that a production migration is complete.

​
Review actions and results

Responses stream as the assistant works. The conversation shows tools being run and may include interactive results. Check the selected scope and the assistant’s reported outcome before relying on a change. For school emails, approve the final recipients, subject, and content in chat. The assistant then sends the email through DeanDesk and reports the result. Sending requires a selected school and the appropriate permissions; institution-wide scope does not by itself select a school’s recipient lists.

​
Shared files and attachments

Use the attachment control to provide files with a message. For reusable reference material, organize documents in the Shared Drive, then ask the assistant to find the relevant file. You can also ask it to create or update a text document there.

​
Conversation history

Resume a saved conversation from the left rail, start a new conversation, or delete a conversation with its delete control. Conversations retain their original institution/school scope. The current interface does not offer a model picker or a manual conversation-rename control. As with any AI-generated output, review factual summaries and proposed communications against the underlying records. Tool access follows the session’s permissions; the assistant cannot grant access simply because you request it.