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Quick guides to UnisPath for counseling organizations and their students. If you can't find what you need here, email us — we typically respond within one business day.

How UnisPath works

A platform with two sides — counselors run their pipeline on one side, students apply and upload documents on the other.

Counselors & admins

Invite students, review documents, message families, and move applications through the pipeline.

Students

Chat with the AI counselor, shortlist universities, upload documents, and track every application's status.

Workflow

Each application moves through five stages — Shortlisted, Documents Needed, Submitted, Under Review, and Offer Received.

For organizations & counselors

Getting started after approval

After registering your organization at /auth/org-signup, our team reviews and approves your account (usually within 24 hours). Once approved, you can sign in at /auth/login and you'll land on the admin dashboard.

A getting-started checklist appears at the top of your dashboard with four steps: confirming your organization, adding your first student, creating your first application, and setting up a follow-up task.

Invite your counselor team

Go to Team in the sidebar to invite counselors. Each invitee receives an email with a temporary password and is required to change it on first login. You can set a per-counselor student capacity — the maximum number of students they can be assigned — which controls the round-robin distribution described below.

Add students — manually or via CSV import

Go to Students to add one student at a time, or open Dashboard → All Applications and use the Import from CSV button to onboard a list in one go.

CSV format

  • email — required
  • full_name (or name) — optional, falls back to the email prefix
  • phone (or phone_number) — optional

The import modal includes a Download template CSV link to start from. Extra columns are ignored. Duplicate emails and invalid addresses are skipped, and you'll see a per-row report of what was created, skipped, or errored.

Imported students receive a Firebase account and a temporary password by email; they're prompted to change it on first sign-in.

The student pipeline

Every application moves through five stages, shown as columns on your dashboard:

  1. Shortlisted — student has selected this university but documents are not yet collected.
  2. Documents needed — application is open and awaiting uploads from the student.
  3. Submitted — counselor has sent the application to the university.
  4. Under review — university is evaluating.
  5. Offer received — admission decision is in; counselor can upload the offer letter for the student.

Status changes trigger automatic email notifications to the student.

Document validation

When a student uploads a document (transcripts, English test scores, passport, personal statement, etc.), our AI reads it and assigns one of three statuses:

  • Valid — looks correct, legible, and complete.
  • Needs review — AI is unsure; a counselor should check.
  • Invalid — wrong document type, illegible, or incomplete. Reason is shown.

Counselors can review all uploads in the Doc Queue tab. AI verdicts can be overridden by the counselor.

Tasks & follow-ups

Use the Tasks tab to track next steps — follow-ups, document chases, deadline reminders. Tasks are tied to a student or an application, and overdue ones surface on the dashboard.

Messaging students

Every application has a built-in message thread between the student and the counseling team. Use Messages in the sidebar to see all threads in one place — unread counts appear in the navigation badge.

Counselor assignment & workload

When a new student joins your organization (manually or via CSV import), they're automatically assigned to the counselor on your team with the lowest current student count, respecting each counselor's capacity setting. This is visible in the Team tab as a workload breakdown.

You can manually reassign a student to a different counselor at any time from the student's detail page.

Email notifications

Students automatically receive emails for major events: their account is created, and their application moves to a new stage (including a school making an offer). All emails come from UnisPath at noreply@unispath.com.

For students

How you join

Your counseling organization sends you an invitation by email. The email contains a temporary password — sign in at /auth/login, set a new password, and you're in.

Building your shortlist

On first login you'll be asked to complete your profile — your country, qualifications, intended majors, budget, and grades. Your counselor uses that to put together a shortlist of universities for you, drawing on QS rankings and curated program data.

Pick the universities you want to apply to from your shortlist, and an application is created for each one in your portal.

The application portal

Your portal at /portal shows every application's current stage, the documents each one needs, and a message thread with your counseling team.

Uploading documents

For each application, upload the documents your university requires — transcripts, English test scores (IELTS / TOEFL), a personal statement, CV, and reference letters. Accepted formats: PDF, PNG, JPG, TXT, DOC.

After upload, our AI checks the document type and legibility and flags anything that looks off. Your counselor reviews and gives the final approval before submission.

Webinars

When the UnisPath team hosts a webinar (admissions guidance, test-prep sessions, alumni Q&As), invited students see it in their portal and can join directly in the browser.

Frequently asked questions

We try to be transparent about what UnisPath does today and what's on the roadmap. If something below is a deal-breaker for you, please email us — we'd rather hear it before you sign up.

?Can students sign themselves up directly?
Not today. UnisPath is invitation-only — students join after their counseling organization adds them (manually or via CSV). A self-signup option, where a student can join with an organization code, is on the roadmap.
?Can I customize the pipeline stages for my organization?
Not today. All organizations use the same five-stage pipeline described above: Shortlisted → Documents Needed → Submitted → Under Review → Offer Received. We're collecting feedback from launch customers on which custom stages matter most.
?Can I add my organization's logo?
Yes. Go to Settings in the admin sidebar and upload a PNG, JPEG, SVG, or WebP file up to 2 MB. Your logo replaces the default UnisPath mark in the admin sidebar (and, over time, in more student-facing surfaces).
?Can I use a custom color theme?
Not today. Custom color theming is not yet supported. Email us if you need it and we'll prioritize based on demand.
?Do you support Google Workspace or Microsoft / Outlook SSO?
Not yet — sign-in is currently email + password only, with required password change on first login. Single sign-on with Google Workspace and Microsoft Entra (Azure AD) is on the short-term roadmap. Email us if SSO is a launch requirement for you.
?Can a single student be shared between multiple counselors on my team?
Not today. Each student is assigned to one counselor at a time (selected automatically via round-robin, or manually reassigned). For collaborative cases, counselors can still read each other's applications and messages within the same organization.
?What does the student onboarding CSV need to contain?
At minimum, an email column. Optionally, full_name (or name) and phone (or phone_number). You can download a starter template directly from the import dialog. Extra columns are ignored. Duplicate or invalid emails are skipped with a per-row report.
?How are new students assigned to counselors?
Automatically, by least-loaded round-robin. When a student is created (manual or CSV), UnisPath picks the counselor on your team with the smallest current student count, respecting each counselor's capacity. You can override and reassign at any time from the student's detail page.
?What languages does UnisPath support?
English only. The interface, document review notes, and AI validation feedback are all in English, and uploaded documents should be in English too.
?Where is student data stored?
On Google Cloud Platform — Cloud SQL for the database (private IP, encrypted), Cloud Storage for uploaded documents (private bucket, signed URL access only). Authentication runs on Google Identity Platform. See our Privacy Policy and Security pages for details.
?How do I cancel my organization's account?
An org admin can self-serve from Settings → Danger zone → Delete organization. You'll be asked to type your organization's name to confirm; once submitted, all students, applications, documents, and counselor accounts are permanently removed and everyone is signed out. If you need a data export first, email support@unispath.com before deleting — we can hand over your data in line with our Privacy Policy.

Email support

Product questions, account issues, or feature requests.

support@unispath.com

Talk to a human

Want a walkthrough or have a longer question? Book time with us via the contact form.

Open contact form

Still stuck?

Email support@unispath.com or open the contact form — we read every message and reply within one business day.