AgentBook
Guide 03

AgentBook for student life

Your goal

Track student money the right way, and get help finding scholarships, co-ops, and a place to live.

~2 min

Turn on student mode

  1. Pick “Student” when you set upIn the onboarding chat, choose Student as your type. (Already signed up? Change it in Business Profile under Settings.)
  2. Get a student-tuned setupYour categories switch to student life — tuition, textbooks, rent, scholarship & grant income, student-loan interest — so bookkeeping fits how you actually spend.

Unlock the student copilots

Add the Student Success add-on (from the in-app marketplace / billing — see current pricing there) to switch on three helpers:

  1. ScholarshipsFind and shortlist scholarships you qualify for. In chat: “find scholarships for a second-year CS student in Ontario.” Or open the Scholarships tab.
  2. Jobs & Co-opMatch to co-ops and internships by program, school, and work authorization. Open Jobs & Co-op, or ask “find co-op roles near campus.”
  3. HousingRoommate matches and an affordability check for your budget and move-in date. Open Housing, or ask “find roommates near campus under $900.”
Set your type to Student, add Student Success, then just ask the chat for scholarships, co-ops, or roommates — it already knows your program and budget.
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