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
- Pick “Student” when you set upIn the onboarding chat, choose Student as your type. (Already signed up? Change it in Business Profile under Settings.)
- 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:
- ScholarshipsFind and shortlist scholarships you qualify for. In chat: “find scholarships for a second-year CS student in Ontario.” Or open the Scholarships tab.
- 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.”
- HousingRoommate matches and an affordability check for your budget and move-in date. Open Housing, or ask “find roommates near campus under $900.”
✓
← All guidesSet 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.