How do I run this AI skill?

Run Enrollment Program Manager on demand or wire it into any workflow step inside EON. Invoked from the AI assistant chat, a docket action, or any workflow step.

Can I customize it for my team?

Yes. Enrollment Program Manager is a starting point — adjust the steps, content, and rules to match your workflow and compliance requirements inside EON.

Request access and our team installs the template on your EON workspace, tailored to your process. Book a demo to get started.

Onboarding & EnrollmentAI skill

Manage programs, fees, and milestones in one place

Manages enrollment programs including fee schedules and milestones.

Sign up for access Browse templates

Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.

app.eon.com/automation

Enrollment Program ManagerActive

SaveRun

N01

Invoke skill

Trigger

N02

Configure program

AI

N03

Update enrollment

Action

How it works

Every step, in plain English

This is the exact flow that runs — no black box. Edit any step after you install it.

1
Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
2
Configure programAI
AI sets up the program’s fees and milestone schedule.
3
Update enrollmentAction
Writes the program configuration to the docket.