What's New at Meritto: Mio AI Agents, Smart Capture & More

#illuminateByMeritto | Webinar Recap

An enrollment day is a relay. A lead arrives and someone has to call it. A call connects and someone has to record it. A record changes and someone has to route it, nurture it, and eventually guide it to enrollment. Every one of those handoffs is a place where a student can quietly slip: the call that was never retried, the outcome typed differently by two counselors, the lead that went to the wrong team with nobody able to say why.

At our latest #illuminateByMeritto webinar, we followed one counsellor, Priya, through that same day, with one difference: every handoff ran on one connected platform.

Before Priya logs in, Mio AI Voice calls her leads and marks every student it reaches Qualified or Not qualified. Advanced Allocation routes the qualified ones to the right counselors. On her own calls, Smart Capture opens in the call notification, so every outcome is recorded once, the same way. Automation handles the next steps within business hours, and the Automation Trail shows why each record went where it did. Collexo connects fee collection to the same journey. One platform, every handoff, fewer students lost in between.

That is the difference this quarter’s release makes. With Meritto, Mio AI and Collexo working as one, every handoff happens on a single student record instead of across separate tools, so fewer students fall through the gaps and more move on to enrollment. Here is what shipped, and what each update changes for your team.

What did Meritto release this quarter?

Here is the release at a glance, so you can see its shape and then jump to the part of the journey your team owns.

Enhancements	What changes for your team
Mio AI Voice Automatic Retries	Unanswered calls are retried automatically within configured calling hours, creating more opportunities to connect
Mio AI Voice Qualification	Each program a student is considering gets its own AI Voice campaign, call track and outcome
Mio AI Voice in Opportunity Manager	Busy and unanswered numbers are redialled automatically, up to five attempts
Mio Dashboard Metric Card	Mio-assisted leads are tracked through to application and enrollment
Mio AI Coach	Counsellors get AI-driven insights into lead readiness, risk, the best channel and time to engage, and the next best action
Advanced Allocation	Qualified leads are routed by rule, with shift checks and daily caps
Mio AI Application Acceleration Agent	Stalled applications are followed up and guided toward submission
Mio AI Campus Visit Agent	Active, dormant and unqualified leads are invited to experience the campus
Mio AI Feedback Agent	Students who did not enroll tell you why
Mio AI Guide Multi-Agent and Chat Agent	Specialist agents answer students on your website and portal, at any hour
Application Manager and Lead Manager Filters	Saved views load faster, searches take fewer clicks
Mio AI Filters in Lead Manager	Every Mio AI Voice call becomes a filterable activity with its transcript and summary
Auto Lead Assignment via App Telephony	A call with an unassigned lead gives that lead an owner
Revamped OTP Verification Flows	Lead and applicant verification are each set up where they belong
Smart Capture in Calls, Sections, Tabs and Uploads	Call outcomes and documents are captured without leaving the call
Smart Capture Validation Rules	Data is validated and calculated as it is entered
Document Verification on Mobile	Applicant documents are reviewed and verified from a phone
Entry Conditions and Business Hour Wait in Automation	Journeys start with the right audience and act only during working hours
Automation Trail and Automation Audit Logs	Every automated decision, and every change to the logic, is traceable
WhatsApp Status Correction, Number Registration and Template Recheck	Reports match actual delivery, numbers come back online, and template approvals stay current
Offline Upload in Dynamic Activities	Campus visit and fair conversations join the nurture flow
Password-Protected Exports and Idle Session Management	Student data stays protected outside the CRM and on unattended screens

What if your team started every day with students who want to talk?

The first handoff of the day is from the lead list to the phone. It is also the most expensive one, because unanswered calls often require repeated attempts, taking valuable time away from counselors. This quarter, Mio AI Voice takes that handoff before your team arrives.

More connections before the team logs in

In Priya’s day, Mio AI Voice starts calling at 9 AM, an hour before she logs in. When students don’t answer, Mio can automatically retry, either back-to-back or according to a configured schedule, within the institution’s calling hours.

Once connected, Mio engages prospects, qualifies their interest and records the outcome as Qualified or Not Qualified. This information flows into allocation and automation, helping the right conversations reach the right counselors.

By the time Priya opens her laptop, she can begin with a more focused list of students who have expressed interest, rather than spending her first hour making repeated call attempts.

One student, several programs, separate conversations

A student weighing an MBA, a PGDM and an executive program is not one lead with three interests. They are three decisions, each moving at its own pace. Mio AI Voice now works inside Opportunity Manager, so each opportunity gets its own call track and its own outcome. Teams can run targeted AI Voice campaigns for opportunity lists by course, program, college or location, or trigger calls automatically as opportunities are created or updated. The same applies in EdTech, where one learner might be exploring digital marketing, finance and UX design at once.

The result is intent you can manage program by program, instead of one blurred record that tries to speak for all of them.

From AI conversation to enrollment, on one card

The enhanced metric card in the Mio Dashboard follows Mio-assisted leads all the way through: how many went on to submit an application, and how many enrolled. It answers the question every admissions head eventually asks about AI calling. Not “how many calls did it make?” but “did it move students toward enrollment?”

The handoff to the right counsellor

Once Mio has qualified a lead, Advanced Allocation decides where it goes. The Mio call outcome feeds a single allocation node with prioritized rules, shift checks and daily caps, and Mio fields can now be used directly in automation. Qualified students reach their counselors without anyone’s queue tipping over.

What is already sitting in your pipeline?

Most enrollment effort goes into new enquiries. Yet some of the students most likely to enroll are already in your CRM: an applicant who stopped halfway through a form, a lead who went quiet in July, a student who might commit after one visit to campus. This quarter brings three new Mio AI agents built for exactly these students, and a smarter way to answer the questions they ask along the way.

Mio AI Application Acceleration Agent: finishing what was started

An incomplete application represents student interest your institution has already earned. The Application Acceleration Agent reaches these applicants, understands what is stopping them, whether that is a missing document, a fee question or simple hesitation, and guides them toward submission. When a human touch is needed, it schedules a counsellor callback.

The outcome is more incomplete applications moving to submission, without adding to anyone’s follow-up list.

Mio AI Campus Visit Agent: your next visitor may already be in your CRM

Some students are not ready to apply, but they would gladly walk through your campus. The Campus Visit Agent reaches active, dormant and unqualified leads at scale, builds interest in a visit and captures each student’s willingness and availability. For many families, a campus visit is the moment a shortlist becomes a decision, and this agent creates more of those moments from the pipeline you already have.

Mio AI Feedback Agent: the season ends, the learning continues

Not every student who engaged with you enrolled. After the cycle, the Feedback Agent uses Mio AI Voice to reconnect with them at scale to learn where they eventually enrolled, what shaped their decision and how they experienced your admission process.

This is the agent that reads like a post-season courtesy and behaves like a planning tool. The students who said no are often the clearest guide to what to change before the next intake.

Mio AI Guide: a specialist for every question

Students rarely save their questions for office hours. The Mio AI Platform chat agent now answers applicants on your website and Student Admission Portal, beyond regular counselling hours. Behind it, Mio AI Guide supports multiple specialist agents, for admissions, fees and scholarships, accommodation, placements, alumni and more, or any use case you define, each with its own knowledge base, instructions and behavior. Students choose the specialist that matches their question, and get one AI experience with far more relevant answers.

How fast can your team find who needs attention?

Before any conversation can happen, someone has to find the right student. It sounds trivial, until you count how many times a day a counsellor searches, filters and re-filters. This quarter makes finding faster at three levels: applications, leads and AI conversations.

Applications first

Advanced Filters in Application Manager now render saved views noticeably faster, with module bifurcation, multi-tag selection in text-type fields and a cleaner interface. The question “how many applications are stuck, and where?” becomes one fast filter and one list.

Then leads

On the call, a student shares a mobile number and half a name. That is enough now.

Lead Manager listing revamp. Instant search by name, email, mobile number or ID, with hover actions on every row.
Fewer clicks in Advanced Filters. “Equals” comes pre-selected, the module stays where you left it, and a new “Not Available” option finds every lead with a blank field, such as a missing specialization.

Then by what Mio heard

This is the quiet upgrade with the biggest reach. Mio AI filters in Lead Manager already let teams filter on what Mio captured in a conversation. Now every Mio AI Voice call is also logged as a Dynamic Activity, with call status, type, agent, start date, duration, disposition, recording, transcript and summary, and every one of those fields is filterable.

Start with this filter: Mio call status Connected, duration over two minutes, disposition Interested. That is your human follow-up list for the day, built from conversations Mio already had. And because offline activity can now be uploaded into Dynamic Activities too, the same filters also reach students your team met at last week’s school visit.

From student signals to the next best action

Finding the right student is one part of the job. Knowing what to do next is another.

Mio AI Coach brings intelligence directly into the lead profile, analysing student engagement and behaviour to surface an AI score, conversion readiness, potential risks, the best channel and time to connect, and the next best action.

Instead of piecing together information from multiple interactions, counsellors can approach every conversation with clearer context, prioritise the right opportunities and take more informed actions to move students closer to enrollment.

What happens in the minute after a call?

Picture the end of a good ten-minute call. The student is interested, wants a counselling session, and has promised to send their Class 12 marksheet. In the next minute, the counsellor needs to record the outcome, pick the right sub-disposition, set a follow-up and chase a document, while the next call is already ringing. This quarter turns that minute into a single, guided step.

Every call, connected to the right lead

With App Telephony on the Meritto mobile app, when a counsellor makes or receives a call with an unassigned lead, that lead can now be assigned to them automatically (opt-in). A student who rings back is no longer an orphan record. Every lead has an owner, and every follow-up has someone responsible for it.

OTP verification flows have also been reorganized. Verifying a lead’s mobile or email is set up in Lead Verification Settings, while applicant OTP at login or registration lives in the Applicant and Registration Verification Flow. Each OTP is configured exactly where you would look for it.

Smart Capture, straight from the call

Smart Capture now opens directly from the call notification, for incoming, outgoing and campaign calls. Counsellors can dispose of a lead or a single opportunity, and only the fields that apply to the chosen outcome appear. Choose “Interested”, and only the matching sub-dispositions show up.

Two additions turn the pop-up into a workspace:

Tabs and sections. Group fields into Personal, Academic and Documents, and show, hide or require an entire section with one rule. Long forms start to feel short.
Upload fields. Marksheets, ID proofs and certificates are collected inside Smart Capture during the conversation, not chased by email afterwards.

Six rules that check the data for you

Good data is usually lost in small ways: a percentage typed as 105, a follow-up accidentally set for next year. Six new Smart Capture rules catch these at the source.

Rule	What it does	Example
Numeric Range Check	Validates a number within a range	Percentage must be between 0 and 100
Date Range Check	Validates a date against a range	Next follow-up must fall within seven days
Compute Value	Fills a field from other inputs	Aggregate calculated from semester scores, no calculator needed
Numeric Value Check	Acts on specific numeric values	A high entrance exam score reveals the scholarship section
Conditional Error Message	Shows your own message when a condition is met	“Work experience is needed for the Executive MBA”
Restrict Dropdown Values	Shows only the options that apply	“Interested” shows only matching sub-dispositions

The rules read like form settings and behave like a data policy. When every counsellor captures outcomes the same way, the reports your leadership reads can finally be compared line for line.

Documents verified on the go

Once documents arrive, they no longer have to wait for someone to get back to a desk. Counsellors and admissions staff can now preview applicant-uploaded documents, update their verification status and add remarks directly from their phone.

Can you trust what runs in the background?

While Priya focuses on her conversations, automation keeps the rest of the journey moving: brochures go out, new leads are routed, and follow-ups are scheduled. Journeys send brochures, rules route leads, and follow-ups fall due. The more an institution automates, the more one question matters: can we see what the system did, and why? This quarter answers that with transparency, accurate data and tighter control.

Automation that explains itself

It used to take half an afternoon to work out why a lead had gone to Team B. Now it takes one click.

Automation Trail. See the complete journey of any lead or applicant: where they entered, the path they followed, which actions ran, where they stopped or failed, and why a condition sent them down a particular path.
Automation Audit Logs, with View Details. See the exact before-and-after values behind every change to conditions, allocations, field updates and more, along with who made the change and when.
Enhanced Automation. A cleaner, more capable builder that brings all of this together.

Automation that starts and acts at the right moment

Entry conditions. Decide upfront who may enter a journey, such as only Verified Interested leads, or only opportunities from a specific program, source or location. Fewer branches inside the flow, and every journey starts with the right audience.
Business Hour Wait node. Place it before time-sensitive actions such as lead allocation, user notifications, follow-up events or automated Mio AI calls, and they continue only during the business hours you define.

Communication reports that match reality

WhatsApp is one of the most effective channels in admissions, and three updates help institutions get more from it. Message statuses are now synced from Meta automatically, so a message that did not go through shows as Failed rather than Sent, and the delivered and failed counts in your Communication Report match Meta’s. If a WhatsApp Business number shows Offline after Embedded Signup, it can now be registered directly, bringing it online and ready to send. And when a rejected template is approved after an appeal with Meta, you can recheck its status in Meritto, which clearly flags anything that still needs attention.

Yesterday’s campus visit, in today’s nurture list

Some of the best conversations happen in person, at a school visit or an education fair. Until now, those notes often stayed in a spreadsheet. With Offline Upload in Dynamic Activities, that CSV goes straight into Meritto, mapped and validated, or updates activity data that already exists. Because system Dynamic Activities are filterable, every student marked Interested at the visit joins the next nurture journey. Offline conversations stop living in a spreadsheet on one laptop.

Student data that stays protected

Password-protected exports. Lead Manager and Application Manager exports can be encrypted with a password (opt-in), so student data stays protected once it leaves the CRM.
Idle Session Management. Administrators can set automatic logout for idle sessions, so a shared or unattended screen never stays signed in.
Scorecard listing refresh. Visible actions, color-coded confirmations and guided CSV allocation.

Recurring fee collection, without repeated follow-ups

The journey from admission to fee realisation also needs simpler, more predictable operations.

With Collexo AutoDebit, institutions can set recurring fee schedules and collect authorised instalments through a one-time eNACH mandate. Payments are processed on scheduled dates, reducing repetitive collection follow-ups and giving finance teams greater visibility into recurring fee collections.

What all these updates add up to

Here is how a counsellor’s day changes with this quarter’s updates:

Last quarter	This quarter
Dialling leads that never pick up	Mio hands over only qualified contacts
Rebuilding the same filters every day	Faster filtering across applications, leads and Mio call activities
Typing outcomes after every call	One pop-up, and the rules do the checking
“Why did this lead go to Team B?”	Every decision is on the trail

Now multiply that by every counsellor on your team.

That is the real measure of a release. Not the number of features, but the number of handoffs that now happen cleanly, without a student slipping through. From the first Mio call at 9 AM to the feedback gathered after the season closes, this quarter makes each one faster, more accurate and easier to trust, so your team can spend its time where enrollments are actually won: in conversations with students.

So your teams can attract, engage and enroll students with greater ease at every stage.

Watch the full session

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.

FAQs: What’s new at Meritto

✅What’s new at Meritto this quarter?

This quarter’s updates span Mio AI, the core Meritto platform, and security and compliance. Highlights include three new Mio AI agents for application completion, campus visits and post-cycle feedback; automatic retries and opportunity-level engagement through Mio AI Voice; Mio AI Coach for next-best-action recommendations; multi-agent Mio AI Guide; enhanced lead and application filtering; Smart Capture validation rules and document uploads; greater automation visibility and control; and password-protected exports.

✅What do the new Mio AI agents do?

The Application Acceleration Agent helps applicants finish incomplete applications and schedules counselor callbacks when needed. The Campus Visit Agent reaches active and dormant leads to build interest in a campus visit and captures their availability. The Feedback Agent reconnects with students who did not enroll to learn where they went and why.

✅Can Mio AI Voice handle a student interested in more than one program?

Yes. Mio AI Voice now works inside Opportunity Manager, so each program a student is considering, such as an MBA, a PGDM and an executive program, gets its own call track and outcome, through targeted campaigns or calls triggered automatically as opportunities are created or updated. Intent is managed program by program rather than merged into one record.

✅How can counsellors find which Mio AI Voice calls need a human follow-up?

Every Mio AI Voice call is now logged as a Dynamic Activity with its status, duration, disposition, recording, transcript and summary. Counsellors can filter by these fields, for example connected calls over two minutes with an Interested disposition, to build a follow-up list in seconds.

✅What are the new Smart Capture rules?

Smart Capture now offers six rules: Numeric Range Check, Date Range Check, Compute Value, Numeric Value Check, Conditional Error Message and Restrict Dropdown Values. They validate entries, calculate values automatically and show only relevant options, so data is accurate from the moment it is captured.

✅How can I see why an automation routed a lead a certain way?

Open the Automation Trail on the record. It shows every step the record took through the journey, in order, with outcomes. View Automation Logic changes adds who changed the logic, when, and the old and new values.

✅How do I keep automated actions within working hours?

Add a Business Hour Wait node to the automation, before time-sensitive actions such as lead allocation, user notifications, follow-up events or automated Mio AI calls. Those actions then continue only during the business hours you define. Entry conditions can also limit who enters the journey in the first place.