Your outreach operations, finally in one place.
Run your Iris Engage on Auto-Pilot.
Your outreach operations, finally in one place. Run your whole B2B outreach channel, schools, partners, alumni, from one app. Track every conversation, catch risks before institutions go silent, and let prospects flow into admissions the moment they're ready.
Aero,
the AI that runs your outreach
An assistant grounded in your own engagement data, not a generic chatbot. Asks the right questions, drafts the right messages, surfaces the right risks.
Plain-English Queries
Ask 'show me schools in Maharashtra that haven't replied in 21 days', get a formatted, actionable table in seconds.
Schools in Maharashtra that haven’t replied in 21 days3 accounts match
of 46 in Maharashtra · formatted in 2.1s
DPS Nashik
West · Meera S. · last reply Jun 18
St. Mary's · Nagpur
West · Meera S. · last reply Jun 19
City Intl · Aurangabad
West · Rohit V. · last reply Jun 21
follow up all 3 · draft ready in one click
Risk Signals
Aero watches every account for silence, sentiment shifts, and missed milestones, and tells you who's about to slip.
no reply · 24 days
last call · went cold
MoU review · missed
Risk watch
128 accounts · scored 0–100 · refreshed hourly
DPS Nashik
silence 24d · sentiment ↓ · milestone missed
St. Mary's · Nagpur
silence 23d · MoU review slipping
Podar · Mumbai
replied yesterday · on track
Draft & Schedule
Aero drafts the follow-up, schedules the call, and adds the next touchpoint to your calendar, you just say yes.
24 days silent · owner Meera S.
Hi Dr. Kulkarni — following up on the fee workshop from Jun 12. Shall we lock the MoU review for next week?
tone · warm · 24 words
Jul 16 · Meera S. + principal
calendar hold + reminder set
you approve · aero does the rest
top 25 accounts · scanned overnight
Monday, Jul 13
movement since Friday · 30 seconds to read
2 new risk flags
DPS Nashik 82 · St. Mary's 67
3 accounts moved stage
Ryan International · Pitch → Pilot leads
5 replies overnight
City Intl re-engaged after 21 days
15 accounts need nothing today · skipped for you
Daily Briefing
Every morning Aero summarizes movement on your top 25 accounts so you start the day with signal, not noise.
Every institution.
Every touchpoint. One pipeline.
From first cold email to long-term partnership, every B2B relationship lives in a single source of truth, with full history and the right context.
Account Timelines
Calls, emails, meetings, MoUs, events, every interaction logged on a per-institution timeline that anyone on your team can read.
one account · full history
Pune · West · Meera S. · Pilot
Account timeline
calls · emails · MoUs · events · one thread
Cold email · intro deck
Mar 4 · Meera S.
Discovery call · 22 min
Mar 12 · summary auto-filed
Campus visit · leadership
Apr 2 · 3 attendees
MoU draft shared
Jun 20 · v2 under review
Pilot workshop
Jul 8 · 40 students
Multi-Stage Pipelines
Define your own funnel, Discovery → Pitch → Pilot → Partnership, and watch accounts move with conversion analytics per stage.
64
accounts
38
accounts
17
accounts
9
accounts
moved by Meera S. · today 14:02 · analytics updated
your stages · your names · conversion follows
Region & Owner Routing
Auto-assign accounts by region, vertical, or owner. Round-robin distribution with re-routing on silence or vacation.
Sunbeam · Varanasi
new account · region North
Vidya Valley · Pune
new account · region West
Sunbeam assigned · round-robin 2 of 3
on leave until Jul 20
Vidya Valley assigned · today
region · vertical · owner — rules you set once
follow_up.tmpl
Hi {{contact}},
re · {{last_call_summary}}
next · {{next_milestone}}
CRM · DPS Nashik
contact · Dr. Kulkarni
last call · fee workshop · Jun 12
milestone · MoU review
Composed · DPS Nashik
to principal@dpsnashik.edu.in
Hi Dr. Kulkarni — following up on the fee workshop from Jun 12. Shall we lock the MoU review for next week?
3 fields filled from the record · edit or send
Templates That Personalize
Mustache-powered templates with dynamic context, institution name, last call summary, next milestone, composed for you.
Reports that find you
before you find them.
Scheduled, shareable, and beautiful, engagement reports built to be read by leadership, not just analysts.
Scheduled Reports
Weekly outreach digest delivered to your inbox every Monday, top movers, at-risk accounts, conversion deltas.
builds itself · sent to 4 leaders
Weekly outreach digest
Jul 6 – Jul 12 · in your inbox, unprompted
Top movers
Ryan International · Pitch → Pilot · +2 more
At-risk accounts
DPS Nashik 82 · highest this week
Conversion delta
Pitch → Pilot · up week over week
full table attached · PDF + CSV
Regional Leaderboards
Track activity by region, manager, and account tier. Healthy competition without micromanagement.
Region · West
Meera S. · manager
Region · North
Arjun K. · manager
Region · South
Divya R. · manager
Touchpoints · this week
calls + emails + visits · tier-1 weighted ×2
West
Meera S.
42 touchpoints · 9 replies
North
Arjun K.
35 touchpoints · 7 replies
South
Divya R.
28 touchpoints · 4 replies
healthy competition · no micromanagement
Funnel Analytics
Where do schools drop off? Where are conversions accelerating? Funnel views with stage-by-stage drop-off insight.
Pitch → Pilot
−55%
21 schools stalled here · 30+ days
aero suggests · pilot-in-a-box offer
Funnel · this quarter
128 institutions tracked · stage by stage
Discovery
64 · —
Pitch
38 · −41%
Pilot
17 · −55%
Partnership
9 · −47%
Q2 outreach report
128 accounts · 9 partnerships
funnel · leaderboard · risk watch inside
board-deck ready · charts in
raw data · every account
same numbers everywhere · zero copy-paste
Export & Share
One-click PDF and CSV exports, for board decks, partner conversations, or quarterly reviews.
AI built in.
Not bolted on.
Every page in Iris Engage carries a context-aware AI agent, not a generic chatbot, but a specialized assistant with real tools.
Account Risk Predictor
Combines silence, sentiment, and milestone slippage into a single 0-100 risk score per institution
Next-Best-Action
Per-account recommendation engine: who to call, what to send, what to schedule next, with reasons
Conversation Summaries
Auto-summarizes every call and email thread into key points, decisions, and next steps
Smart Search
Natural-language search across thousands of accounts, conversations, and documents, instant results
FAQ
Frequently asked questions.
Everything universities ask us about Iris Engage — and how it fits into the rest of the WhiteBird suite.
What is Iris Engage?
Iris Engage puts your whole B2B outreach operation — schools, partners, alumni — in one place, as part of WhiteBird's Iris division for student growth. Every conversation is tracked on per-institution timelines, automated risk analysis catches accounts before they go silent, and prospects flow into admissions the moment they are ready.
How does Iris Engage use AI?
Aero, the built-in AI assistant, is grounded in your own engagement data rather than being a generic chatbot. It answers plain-English queries like which schools have not replied in 21 days with actionable tables, scores every account 0-100 for risk by combining silence, sentiment, and milestone slippage, drafts follow-ups and schedules calls for one-tap approval, and delivers a daily briefing on movement across your top 25 accounts.
Does Iris Engage integrate with our existing systems?
Iris Engage shares one database, one AI engine, and one communication stack with Iris CRM, Iris Enroll, and Atlas Alumni, so there is no integration tax — prospects convert into applicants automatically when they are ready. Account timelines, pipelines, and reports all run on the same platform data.
How long does Iris Engage take to deploy?
Deployment takes days to weeks — about 15 days — with pre-built modules and guided onboarding. You define your own pipeline stages, such as Discovery to Pitch to Pilot to Partnership, and set region, vertical, or owner routing rules, so regional teams start on a single playbook from the first week.
How does Iris Engage catch at-risk institutions before they go silent?
The account risk predictor combines silence, sentiment shifts, and missed milestones into a single 0-100 risk score per institution, and Aero surfaces who is about to slip along with a recommended next-best action — who to call, what to send, what to schedule, with reasons. Every call and email thread is auto-summarized into key points, decisions, and next steps so context is never lost.
What reporting does Iris Engage provide?
A scheduled weekly digest lands in your inbox every Monday with top movers, at-risk accounts, and conversion deltas, and regional leaderboards track activity by region, manager, and account tier. Funnel analytics show stage-by-stage drop-off across your pipeline, and one-click PDF and CSV exports feed board decks and quarterly reviews.
Works seamlessly
with the rest of Whitebird.
Iris Engage is part of the Whitebird platform. Data flows automatically between these connected apps. No integration work required.
See Iris Engage in action.
A 30-minute walkthrough, tailored to your institution. We'll show you the exact workflows and answer any question.