Engagement

Your outreach operations, finally in one place.

Track all B2B engagement with institutions in one feedCatch risks before schools go silent, automated risk analysisAutomatic lead conversion from prospect to applicantTrack all B2B engagement with institutions in one feedCatch risks before schools go silent, automated risk analysisAutomatic lead conversion from prospect to applicantTrack all B2B engagement with institutions in one feedCatch risks before schools go silent, automated risk analysisAutomatic lead conversion from prospect to applicant
Keep regional teams aligned on a single playbookAsk Aero in plain English, get the right list backSchedule reports so nothing slips through the cracksKeep regional teams aligned on a single playbookAsk Aero in plain English, get the right list backSchedule reports so nothing slips through the cracksKeep regional teams aligned on a single playbookAsk Aero in plain English, get the right list backSchedule reports so nothing slips through the cracks
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Run your Engagement 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.

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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.

Ask Aero
Aero
Schools in Maharashtra silent >21 days with an MoU in progress
Result
12 institutions matched
Bombay Scottish · Symbiosis · Ashoka Univ.
1.4s
Parsed filters
Region · Silence · Stage
MH · ≥21 days · MoU-in-progress
3 filters
Next step
Schedule outreach
12 follow-ups · Aakash Pathak
1-click

Risk Signals

Aero watches every account for silence, sentiment shifts, and missed milestones, and tells you who's about to slip.

Aero · at-risk accounts
4 institutions about to slip
Combined pipeline value · ₹62.4L across these accounts
Bombay Scottish — silent 38 days · 2 missed follow-ups
Mumbai · Pilot stage · owner Aakash Pathak
Risk 88
Heritage Jaipur — engagement dropped 64% MoM
Jaipur · Pitch stage · owner Meera Joshi
Risk 71
Modern School — Barakhamba — MoU draft pending 19 days
Delhi · Partnership stage · owner Meera Joshi
Risk 64
Bishop Cotton Bangalore — sentiment turned negative on last call
Bangalore · Discovery stage · owner Karthik R.
Risk 58

Draft & Schedule

Aero drafts the follow-up, schedules the call, and adds the next touchpoint to your calendar, you just say yes.

Aero · today's actions

Just now
AEAero drafted a re-engagement email for Bombay Scottish — pending your approval
10:42
AEAero scheduled a 30-min discovery call with Heritage Jaipur on Thu 11:00 · MJMeera Joshi
10:31
AEAero added a follow-up touchpoint on Modern School — Barakhamba · MoU draft
10:18
Earlier today
AEAero summarised yesterday's call with Bishop Cotton Bangalore — 3 next steps
09:14
AEAero sent the weekly digest Top 25 accounts · movement to leadership
08:00
Activity
Items
+4
Yesterday
Recap · last 24h
Top movers · 7
At-risk · 4
Signals
+9
Today · briefing
Top movers · at-risk · new signals
Movement
Stages
+5
This week
Pipeline rollup

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.

Account · since 14 Mar 2024
Modern School — Barakhamba
Delhi · K-12 · owner Meera Joshi · ₹18L pipeline
  1. Cold email sent
    «Counsellor partnership · 2024 cycle» · template MS-001
    14 Mar
  2. Principal replied
    Dr. Ravi Sehgal · «interested in pilot, send deck»
    + warm
    21 Mar
  3. Discovery meeting · on-campus
    Aero call notes · 4 stakeholders · 2 next steps
    12 Apr
  4. Proposal accepted
    ₹18L ARR · 14-month pilot · Delhi NCR cluster
    Pitch won
    08 May
  5. MoU draft · awaiting principal sign-off
    Legal cleared · Aero sent reminder 2 days ago
    Day 19
    Now
  6. Pilot kickoff
    Counsellor onboarding · first cohort intake
  7. Long-term partnership · renewal

Multi-Stage Pipelines

Define your own funnel, Discovery → Pitch → Pilot → Partnership, and watch accounts move with conversion analytics per stage.

FY 2024-25 · YTD
Outreach funnel · 1,284 institutions in motion
Active accounts
1,284+148
Pitch → Partnership
18.4%+2.6pp
Stage-by-stage
Discovery → Partnership
FY 2024-25
100%1284
1284Discovery
72%612
612Pitch
46%284
284Pilot
28%112
112Partnership

Region & Owner Routing

Auto-assign accounts by region, vertical, or owner. Round-robin distribution with re-routing on silence or vacation.

Auto-assignment · India
Route by region → owner → account
India · 1,284 accounts
Auto-route on inbound
All
North · Meera Joshi
Delhi · UP · Punjab
412
West · Aakash Pathak
MH · GJ · RJ
368
East · Sanya Kapoor
WB · OD · BR
246
South · Karthik R.
KA · TN · AP
258
Modern School — Barakhamba
Pitch · ₹18L
MoU
Bombay Scottish
Pilot · ₹24L
At risk
La Martiniere Calcutta
Discovery · ₹9L
New
Bishop Cotton Bangalore
Discovery · ₹11L
Warm
Template · re-engagement-v3
Mustache · 4 dynamic variables · approved tone «warm + direct»
SubFollowing up on our chat, {{principal_first_name}}
L1Hi {{principal_first_name}}, hope all's well at
{{institution_name}} after the {{last_call_topic}}
we had on {{last_call_date}}.
L2Wanted to check on next steps — happy to
loop in {{owner_name}} for a quick demo.
Sig— {{owner_name}}, {{owner_region}} region
Aero
Personalised for Modern SchoolSent · 1 of 12
SubFollowing up on our chat, Ravi
L1Hi Ravi, hope all's well at Modern School
— Barakhamba after the pilot-rollout
conversation we had on 12 Apr.
L2Wanted to check on next steps — happy
to loop in Meera for a quick demo.
Sig— Meera Joshi, North region

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.

Scheduled · weekly outreach digest

This Monday · 08:00
AEAero delivered the Weekly Outreach Digest to leadership@whitebird.ai · 14 recipients
08:00
AEAero compiled highlights from 1,284 accounts: 5 top movers, 4 at-risk, 12 new signals
07:58
VNVikram Nair opened the digest from iPhone Mail — clicked into Bombay Scottish
08:14
Last Monday · 08:00
AEAero delivered the Weekly Outreach Digest — open rate 86% across leadership
08:00
MJMeera Joshi forwarded the digest to North region — 11 reps · auto-attached the dashboard link
08:32

Regional Leaderboards

Track activity by region, manager, and account tier. Healthy competition without micromanagement.

Q2 · FY 2024-25 · regional managers
Leaderboard · activity → conversion → pipeline
ManagerTouchpointsConv %Pipeline
WW
Aakash Pathak · West
348
22.1%
₹84.2L
Top
NN
Meera Joshi · North
312
19.4%
₹72.6L
+2 wk
SS
Karthik R. · South
286
16.8%
₹58.4L
Steady
EE
Sanya Kapoor · East
224
14.2%
₹42.0L
Ramp
CC
Ritu Bhasin · Central
186
11.8%
₹28.6L
New
Aakash · West
Q2 KPI rollup · 368 accounts
Best stage
Pilot → Partnership32%
Top account
Bombay Scottish₹24L
Aero adoption
94%drafts accepted
Rank #1 of 5 · 2 weeks running

Funnel Analytics

Where do schools drop off? Where are conversions accelerating? Funnel views with stage-by-stage drop-off insight.

Drop-off insight · FY 2024-25
Where institutions go cold — and where they accelerate
Biggest drop
Pitch → Pilot
-54%review
Fastest acceleration
Pilot → Partnership
+18ppQoQ
Stage velocity · 12 weeks
Pilot stage
Drop by owner
West42%
North28%
South18%
Exports · last 24 hours
6 reports generated · 4 shared
Board-ready PDFs · partner CSVs · all auto-attributed
Q2 Outreach Review · PDF for board deck
32 pages · 1.4 MB · shared with «board@whitebird.ai»
PDF · ready
West region pipeline · CSV for partner sync
368 rows · 18 columns · sent to «edcrest-partners@…»
CSV · sent2m ago
At-risk accounts · PDF brief for QBR
4 accounts · risk notes + suggested actions
PDF · ready
North leaderboard · CSV for HRMS sync
11 reps · KPIs · pushed to «hrms.whitebird»
Synced

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 Engagement carries a context-aware AI agent, not a generic chatbot, but a specialized assistant with real tools.

Agent · 01

Account Risk Predictor

Combines silence, sentiment, and milestone slippage into a single 0-100 risk score per institution

Agent · 02

Next-Best-Action

Per-account recommendation engine: who to call, what to send, what to schedule next, with reasons

Agent · 03

Conversation Summaries

Auto-summarizes every call and email thread into key points, decisions, and next steps

Agent · 04

Smart Search

Natural-language search across thousands of accounts, conversations, and documents, instant results

Works seamlessly

with the rest of Whitebird.

Engagement is part of the Whitebird platform. Data flows automatically between these connected apps. No integration work required.

Self Driving CRM

The complete lead CRM for universities.

Alumni Network

Your alumni network is your most powerful asset.

Admissions

Process thousands of applications, beautifully.

See Engagement in action.

A 30-minute walkthrough, tailored to your institution. We'll show you the exact workflows and answer any question.

Book a demoTalk to sales