Student Enrollment Automation Platform | Meritto Product Updates

Table of Contents

You’ve spent time trying to fix the enrollment funnel, but the funnel was never the issue.

It’s everything in between. The missed follow-ups. The callbacks that go nowhere. The messages that don’t get delivered. The data that sits in silos. And most importantly, the gap between when a student shows intent and when your team actually acts on it.

This past quarter, we focused on closing that gap. Every update we shipped is designed to remove friction from your enrollment process, so your team can move faster, respond better, and operate with more confidence.

Here is a structured look at what launched, what it does, and why it matters:

Mio AI Voice evolves: Closing the loop on every conversation

Mio AI Callback Agent: Never let a missed call go unanswered

Let’s start with a simple but critical question:

What happens when a student misses your call and calls back later?

In most systems, that conversation starts from scratch. Context is lost, and the student has to repeat everything.

With Mio AI Callback Agent, that doesn’t happen anymore. When a student calls back, Mio AI instantly identifies them, picks up the previous conversation, resolves queries, and updates your CRM, automatically. No repetition. No manual intervention. No lost context.

Just a seamless conversation, every time.

Mio AI Voice Dashboard: See what’s actually working

If you can’t measure it, you can’t improve it.

The new Mio AI Voice Dashboard gives you a clear view of how your AI voice outreach is performing.

You can track:

Calls connected vs missed
Campaign-level performance
METs usage across campaigns

So instead of guessing, you know what’s working, and what needs attention.

Mio AI Voice in Automations: Act on behavior, instantly

Now, your voice outreach doesn’t have to depend on schedules.

You can trigger Mio AI calls based on:

Student behavior
Lifecycle stage
Campaign logic

A new inquiry? Call instantly.
A lead goes cold? Re-engage automatically.

And every call is tracked, with summaries, recordings, and transcripts, so you stay in control while scaling outreach.

Mobile-first enrollment operations: Built for access, control, and security

Cloud Calling on iOS: Full call visibility in your pocket

Your counselors are not always at their desks, and now they don’t need to be. With Cloud Calling on iOS, they can call directly from the Meritto app. Every call is automatically logged into the lead timeline, so nothing gets missed and no manual updates are needed.

App Lock: Enterprise-grade security on every device

When teams work across devices and locations, security becomes critical.

App Lock adds an extra layer of protection to your mobile app with:

Face ID
Fingerprint authentication
PIN access

So even if a device is compromised, your data isn’t.

Opportunity Management: Acting while intent is still fresh

Automated Opportunity status updates: Never miss a high-intent moment

One of the biggest gaps in enrollment is timing.

A student shows interest, but by the time someone acts, the moment has passed.

Now, that lag is removed.

When a student performs a high-intent action, like visiting a program page, submitting a document, or responding to a campaign, their status is automatically updated to Interested, and the assigned counselor is notified instantly.

You can also define exactly which actions trigger these updates. So your team always knows when to act, and doesn’t miss the moment.

Advanced Filters in Opportunity Manager: Segment smarter

Not all leads are equal, and now you can segment them that way.

You can filter your pipeline based on:

Past telephony outcomes
Real engagement signals (opens, clicks, submissions)
Stage or counselor movement

This helps you move from broad outreach to targeted action, focusing on the right students at the right time.

Lead and Application tracking enhancements: Full transition visibility

Tracking what changed, and when, shouldn’t require digging through logs.

Now, it doesn’t.

On the lead side, you can filter based on:

What a lead changed to
When the change happened

On the application side, you can see:

Previous owner
Previous stage

All of this is visible directly in your workflow, no manual tracking needed.

Smarter admissions operations: Automation and security, built in

Automated Interview Panel Allocation: Zero coordination, zero delay

Interview scheduling can slow everything down. Assigning evaluators, mapping scorecards, sending invites, it all adds up.

Now, it’s automated.

The moment a student clears screening:

Evaluators are assigned
Scorecards are mapped
Meeting links are generated

No coordination needed. At scale, this means fewer delays, fewer errors, and a smoother experience for applicants.

Strengthen applicant login security with Meritto Secure

Meritto Secure, the platform’s enterprise security layer, has been extended to student-facing login portals used during the application and enrollment stages. Institutions can now configure password strength requirements and prevent password reuse, enforce email or mobile-based two-factor authentication (2FA), and apply these controls directly from the platform without custom development.

For institutions handling sensitive applicant data across multiple programs and campuses, this is a meaningful expansion of their security posture, applied at the exact touchpoint where student identity verification matters most.

WhatsApp campaigns: Better delivery, better visibility

Smart Retry Controls for WhatsApp Campaigns

If you’ve run WhatsApp campaigns, you’ve likely faced this:

Messages get sent, but not all get delivered. Not because of your campaign, but because of platform limits.

The problem? Failed messages often go unnoticed.

With Smart Retry Controls:

You can set retry attempts
Define retry intervals
Automatically resend failed messages

So your delivery improves, without manual effort.

METS International Handling

If you’re running campaigns across multiple countries, cost tracking can get messy.

Now, you can set CPM values by country or region.

This means:

Clear cost visibility
Accurate ROI tracking
Better optimization decisions

Financial operations: Faster collections, cleaner records

Collexo Terminal: A better way to collect fees via UPI at the counter

Built for education, it transforms fee collection at the counter with dynamic, amount-locked QR codes, ensuring students pay the exact fee without errors. Each transaction is instantly linked to the student’s record, removing the need for manual tracking or reconciliation.

Payments are confirmed and recorded in real time, giving your finance team immediate visibility without end-of-day effort. Fully integrated with Collexo, it works seamlessly within your existing setup, making fee collection faster, more accurate, and operationally effortless across categories like tuition, hostel, or examination fees.

Credit Notes in Collexo: Automating excess payment handling

Overpayments and advance payments are common, but managing them manually isn’t efficient.

Now, it’s automated.

Excess payments are:

Converted into credit notes
Applied to future installments
Recorded cleanly in the ledger

This reduces manual effort and improves financial accuracy.

Conclusion

When you step back, enrollment isn’t about doing more. It’s about missing less.

Missing fewer follow-ups, signals, and opportunities to engage when a student is ready. That’s what these updates are solving. Less manual work. Better visibility. Faster action. So your team can focus on what actually matters, building meaningful connections with students.

About Meritto

Meritto is the Operating System for Student Enrollments. It is a unified, AI-powered, modular and automated platform purpose built for educational organizations enabling them to attract, engage, and enroll students. With it, educational organizations can automate the entire enquiry to enrollment process.

About Collexo

Collexo is a vertical SaaS-based embedded payments platform which operates as a unified suite for fee collections and payments. It has been built to automate and streamline the entire fee collection process, from fee payments to reconciliation and invoicing. It is integrated with payment gateways as a software provider on top of licensed payment partners. We empower educational organizations to build various workflows, receipts, automations, and student journeys.

About Mio AI:

Mio AI acts as the core layer that powers both student engagement and team performance, with a suite of purpose-built intelligent agents embedded across the platform. With it, your students get faster, smarter engagement, and your teams get an AI-powered co-pilot that makes every hour more productive.

Mio AI Guide acts as an always-on, multilingual chat agent that assists students with instant, context-aware responses across your website and enrollment portals, from program queries to application support. Mio AI Voice takes it further with autonomous, human-like calling that qualifies inbound leads, re-engages dormant inquiries, and moves students forward, saving your counseling team hours of manual outreach.

About #illuminateByMeritto:

#illuminateByMeritto is Meritto’s product webinar series designed to bring you closer to what we’re building and how it works in real scenarios. From new feature launches to deep dives into workflows, each session focuses on helping teams understand, adopt, and get more value from the platform.

Built for our growing B2B community of 50,000+ education professionals, these sessions are designed to simplify complexity, showcase practical use cases, and help you drive more effective student engagement and enrollment outcomes.