# Ocelot Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Ocelot the right Higher Education solution for you? Explore 44 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/196758/Ocelot/reviews --- Ocelot 4.7 (44) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Ocelot Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews KM Kathryn M Director of Financial Aid Education Management, 201 - 500 employeesUsed the software for: More than 2 years. “Their products are always accurate, their customer services are superb, and they have adapted what they offer to meet the needs of their clients and audience. “ November 18, 2021 JG Jennifer G Assistant DirectorEducation Management, 2 - 10 employeesUsed the software for: 1-2 years. “We've found it difficult to have open and multi-task (like you would with a phone call).“ April 21, 2022 TK Takeo K Director, Financial Aid & Scholarship ProgramsHigher Education, 201 - 500 employeesUsed the software for: More than 2 years. “It also helps that the chatbot integrates those videos into responses.“ November 5, 2021 PL Phyllis L Project CoordinatorEducation Management, 2 - 10 employeesUsed the software for: Less than 6 months. “User friendly and students can get to the department that they need.“ November 18, 2021 ## Showing most helpful reviews Showing 1-25 of 44 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kristin M. Director, Financial Aid Higher Education Used the software for: 2+ years ### "Ocelot Review" April 15, 2021 5.0 Ocelot is committed to serving students and supporting staff at the college. I have nothing but positive things to say about Ocelot and the services they have provided to our college. I would highly recommend their products to anyone looking for solutions to support their staff and students. Pros At our institution, we utilize several products from Ocelot which includes the Ocelot Chatbot/FATV & GetSAP. One of the pros of purchasing an Ocelot software is the ease of implementation. They require little to no IT support and the Client Success Managers at Ocelot help every step of the way. Their products are straight forward and easy for students to use too! Ocelot provides support to students 24/7/365 days per year--during times that work for our students and their needs. We have students using the bot and our FATV platform during times that our department is not open and have had nothing but positive feedback from our students. Their products have been a game changer for our institution! Cons I don't have anything negative to say about their products. Again, they are easy to use and the Ocelot team helps every step of the way. Review Source HB Holly B. Financial Aid Specialist Education Management Used the software for: 6-12 months ### "It's a great tool, with excellent customer service!" November 4, 2021 5.0 From start to implementation, the customer service was absolutely fantastic! I couldn't have asked for a better team. I extremely pleased that I was able to email my client success manager and get a quick response. Having the virtual training sessions was super helpful with getting through setup. The team continues to provide excellent customer service when I need their help. Pros Their knowledgebase is phenomenal! It was helpful to already have a library of questions included in our chatbot that we could build upon. Cons Getting the link to monthly reports is great, but it would be even better if the monthly reports were available for download from the admin site. Alternatives considered [Jenzabar One](https://www.capterra.com/p/132292/Jenzabar-ERP/)[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Reason for choosing Ocelot I attended a virtual meeting with other colleges and was immediately impressed. I contacted other colleges in NC for feedback and everyone raved of their knowledgebase and customer services. After a demo and a few conversations, I was sold and immediately shared with management. Review Source DC David C. International Student Program Technician International Affairs Used the software for: 1-2 years ### "Good but not the greatest" November 16, 2021 3.0 Pros It may help to answer some questions posed by students and prospective students. Cons But many of the answers offered by the service are generic and students / inquirers almost always have follow-up questions that require a live person. So the service offered by Ocelot seems to be mostly a first-step in almost always inevitably leading to a live person being contacted. Review Source NN Norma N. Executive Director of Financial Aid and Scholarships Higher Education Used the software for: 2+ years ### "Ocelot Review from Pima Community College" May 6, 2021 5.0 The goal of the bot is to be utilized across the college and for other/additional offices can come "on-board" to this tool. It sets a consistent tone and uniform way of communication to our students. Having this bot able to answer these up-front or first level responses creates the space that we need to able to focus our time in processing and reporting and other important activities. We are in times in which can not grow our workforce to step in and facilitate these types of responses. Pros faTV was the first product we began to use and it has helped us deliver detailed information to students that is "just enough" to help them understand and/or navigate a particular process. Since 2020, we have included the Chatbot in Financial Aid and we found great success in helping answer general questions. We have since incorporated many other offices to the Chatbot as well as using the LiveChat component to be able to respond to students more 'in-depth' or individual questions. This was especially useful in this time of the school closure (due to the pandemic), it added a personal touch and ability for students to connect with us. Cons I am aware that there is development of being able to allow the Chatbot to interface or be integrated with the student information system that is used to allow for customized, specific responses to students. This would be phenomenal to be able to enhance this tool. Alternatives considered [Student Financial Success](https://www.capterra.com/p/137231/CampusLogic/) Reason for choosing Ocelot We had already purchased a product and we wanted to keep it the tools consistent. Review Source JC Jerid C. Associate Director of Student Resources Higher Education Used the software for: Less than 6 months ### "Ocelot has been a great partner" November 4, 2021 5.0 Ocelot has been great at this point. Their staff was responsive and on track during the implementation process, and has continued to make themselves available afterward as we learn the nuances of the system. They have also been receptive to feedback and already made a few minor changes to improve the user experience. Pros I love that the bot provides us with a number of ways to engage our students. Through the bot, we can leverage the AI chat to field easy and low-level questions, while also giving students the option to quickly and easily connect with a person in a number of departments. The campaign feature is especially nice in that it gives us the ability to use a single system to reach students through methods they are most likely to read (texting). Cons I wish the reporting capabilities were a little more robust and allowed for more exporting of data. It would be nice to see additional details around usage during days and non-office hours to see how many students are being served when departments are not staffed. Reason for choosing Ocelot We received better responses, and the use case for Ocelot was broader than some of the other AI Chatbot vendors we explored. Review Source LAW Lee Ann W. Assistant Director of Student Success Higher Education Used the software for: 2+ years ### "Ocelot is AWESOME!" November 5, 2021 5.0 The videos, chatbot and text messages ensure students get accurate and concise information when they want it. Appreciate passion, dedication and attentiveness of all Ocelot leadership and staff to institution and student needs. We love \[SENSITIVE CONTENT\] Pros Easy to implement Excellent resource for students Immediately provided more time for staff to build relationships with students Cons The initial blue screen on the portal is unneeded - this is a very minor issue Reason for choosing Ocelot Professionalism of Max Shure Review Source EH Elizabeth H. Director Financial Aid Higher Education Used the software for: 2+ years ### "Ocelot Review" November 4, 2021 5.0 Pros Ease of use, does not require IT support, provides equitable access to students instantly which promotes engagement Cons Needs to continue to build out relevant office functions outside of student services to reach a college wide use Reason for choosing Ocelot Cost, overall college reach, total population reach, ease of use Review Source VC Vickie C. Sr. Associate Director for Financial Aid Higher Education Used the software for: 2+ years ### "Ocelot Video Services are Excellent" April 21, 2021 5.0 We have long realized that short, impactful video is a way to reach our students, parents, and other clients in ways that straight text and pictures just doesn't. We went through the RFP process to try to locate a local videographer so that we could create a few "home grown" videos and found that the cost to create just a single video in both dollars and staff time would far exceed full year's contract cost with Ocelot. We've experienced excellent customer service during the entire process of both utilizing the library of already created videos and creating our own customized videos. Our watch rate remains high. In short, it's been a great value for the cost of the contract. Pros There is a full library of up to date, effective, and engaging videos available to use. You can opt to create a portal that students may select to browse and view topics of interest, embed selected videos into areas where their content can enhance your own web content and or work with Ocelot to create your own customized videos. A service representative will work proactively with you to identify those areas of your website where an embedded approach may be most beneficial. And... Spanish translations are also available, which is extremely beneficial for our parents who may not be native English speakers. Cons I honestly don't have a "least" liked item about this service. We've had excellent service and assistance whenever needed. Reason for choosing Ocelot Net price and net value. Review Source WH Wilmani H. Associate Director Higher Education Used the software for: 2+ years ### "Amazing Customer Support, Great Videos!" November 23, 2021 5.0 Overall, the experience has been great. \[SENSITIVE CONTENT\] has been great to work with from the beginning. Her advice for placement of the video content has been helpful and she is always quick to answer any of our questions. Pros We utilize the "financial aid tv" videos. We have placed these in a number of mass communications to clarify things such as MPN, LECS, Parent PLUS Loans, and even Financial Literacy. Based on our conversations with students, the videos are the perfect length and get right to the point providing helpful information. We found this was much better than recording our own content. We also like that the playlists have text transcripts and are ADA compliant. Cons I am not sure if we have a con at this moment. Review Source KM Kathryn M. Director of Financial Aid Education Management Used the software for: 2+ years ### "Ocelot ChatBot for Financial Aid " November 18, 2021 5.0 Ocelot has been an exceptional company to work w/. Their products are always accurate, their customer services are superb, and they have adapted what they offer to meet the needs of their clients and audience. Pros Students can ask their questions and get answers 24/7, eliminating much of the phone and email traffic that would have come to Financial Aid staff, which frees them up to review student eligibility, award financial aid, and advise students w/ more complex issues and questions. Cons There was a fair bit of implementation time because we wanted to really customize the responses to our college. Review Source PM Phyllis M. Director, Communications Center Higher Education Used the software for: 1-2 years ### "During These Times...More Important Than Ever" April 16, 2021 5.0 Hoot (our Chatbot's name) has been invaluable right from the beginning. But it's true value showed itself during the onset of the pandemic. There were so many question from applicants, students, faculty & staff. Ocelot did an outstanding job helping us manage the flow of information by preemptively supplying us with question templates - that helped us immensely! Pros I like that the Chatbot is continually learning how to answer questions. I am also very grateful for the excellent support from Ocelot's Team. They are extremely responsive ad helpful. Cons I do miss the ability to enter in in multiple versions of the same platform as we did on the older platform . Review Source DD David D. Director Education Management Used the software for: 1-2 years ### "Ocelot Review" November 4, 2021 4.0 I used it some in the FA office, but have been using it more in Student Affairs. Pros It is easy to use with the text message process. Cons I would like more automation for text messaging. Want to be able to schedule a job to select a file of students and send weekly. Review Source GM Gabriela M. Interim Director of Admissions and Recruitment Higher Education Used the software for: Less than 6 months ### "Ocelot" November 18, 2021 4.0 Pros I like that students can receive help at anytime. Cons Going behind the scenes can be hard to navigate. Review Source AG Amy G. Virtual Campus Coordinator Education Management Used the software for: Less than 6 months ### "Ocelot Rocks!" November 18, 2021 5.0 Ocelot saves students a substantial amount of time looking for answers to common questions. Pros The ease in which you can Live Chat and have the communication transcript is very helpful. Cons I don't have a con at this moment as I am still in training for Ocelot. So far I do not have an cons. Reason for choosing Ocelot Administration chose this product for its user friendliness and efficiency. Review Source NU Nancy U. Registrar Education Management Used the software for: Less than 6 months ### "Chatbot Review" November 4, 2021 4.0 We appreciated the online training overview received. Pros We are still pretty new at using this product, but so far it has been easy to use. Cons I am a new user so don't have enough information to form an opinion. Review Source PK Paula K. Financial Aid Director Higher Education Used the software for: 6-12 months ### "Great product and wonderful resource for higher education institutions!" December 15, 2021 5.0 Everyone at Ocelot has been professional and very helpful during the implementation process. They are responsive to emails and issues as they arise. Pros The FATV Get Answers videos provide accurate and up-to-date information to students and visitors to our website. They ensure all videos are compliant with federal regulations and that is a huge benefit for institutions. Students have immediate access to financial aid information and resources by accessing the videos and chatbot functionality, which has improved customer service as questions can be answered 24/7. Cons Something that could be enhanced is information specifically for graduate and professional students as much of the content is geared toward undergraduate students. Review Source BS Bill S. Director of Financial aid Higher Education Used the software for: 2+ years ### "Fantastic Company and a Fantastic Product" April 26, 2021 5.0 I have been doing business with Ocelot for a number of year. They have been responsive to any needs I have had and proactive in helping us fully utilize the product. We have regular communication with our representative and they keep us fully informed of the enhancements made to the products and how to use them in our environment. A really great and responsive organization! Pros Ocelot is easy to use and provides the information need by student in a timely, efficient, and helpful way. Ocelot is always improving and making enhancements that better serve and communicate with students. We are extremely satisfied with both Financial Aid TV and the chatbot product. Couple that with the ability to imbed FATV with chatbot and you have a great way to communicate with students on a 24/7 basis. I strongly recommend Ocelot. Cons None, and if I found any they would most likely be working on incorporating what I need in the product. Review Source SM Sue M. Associate Director Education Management Used the software for: 1-2 years ### "OneStop Website " April 22, 2021 4.0 Overall experience has been mainly good. It is being used a lot. We would like better metrics, though. I believe we get information about video usage, but in our earlier product we received monthly reports that included how many questions were answered and how many had to be forwarded to us. We were also provided the most common questions as well as suggestions for revisions to questions that couldn't be answered. We were also told that the Chatbot would continue to get smarter (the Artificial Intelligence idea) and would search out website for answers. I'm not sure if that is happening--perhaps because of the limited metrics being provided. Pros I work in the Financial Aid Office and appreciated all of Ocelot's team members who had a similar background, so they 'get it'. The video library has been awesome to use as well. It was fairly easy to implement. Cons While we appreciated the many templates offered, we were surprised at how many included verbiage to 'call us.' We are trying to decrease traffic with this product. Review Source RK Robin K. Director Higher Education Used the software for: 6-12 months ### "Ask \[SENSITIVE CONTENT\] is a Success!" November 4, 2021 5.0 Pros The ease of implementation; \[SENSITIVE CONTENT\] was is a great asset; being able to provide 24/7/365 questions to our customers; ease of adding addition Q&A Cons Reporting. I would like to see which questions were successfully answered by the chatbot. I could be using the analytics incorrectly as well. Review Source VM Victor M. Accounting Assistant Accounting Used the software for: 6-12 months ### "Ocelot is the perfect package" November 4, 2021 5.0 Pros The powerful AI has the ability to filter and answer questions in multiple languages quickly and effectively. Cons Integration of third party software could be expanded but it is widely known that they are hard at work implementing more ways to integrate, track, and respond to all inquiries. Review Source JG Jennifer G. Assistant Director Education Management Used the software for: 1-2 years ### "Great Student Support" April 21, 2022 5.0 Pros Incorporating the chatbot into our website has allowed us to better serve students and parents as well as cut down on email traffic to our front line. I love checking our transcripts and seeing the chatbot correctly answer questions even when our office is closed. Cons Utilizing the live chat feature has been less successful. We've found it difficult to have open and multi-task (like you would with a phone call). Review Source KS Kyla S. Career Counselor Higher Education Used the software for: 6-12 months ### "Ocelot Review" November 4, 2021 5.0 The over all experience with Ocelot has been great. Simple, easy and straight forward. Pros This software has provided a new way for any individual who is using our website to find an answer easier. If they are not able to find the answer they are able to get to a person who will be able to provide them with the information. It is another route to get information out to people quicker. Cons I have received a few questions that are not related to my area. However, I have been knowledgeable enough that I am able to provide an answer to the question that someone may have. Review Source TK Takeo K. Director, Financial Aid & Scholarship Programs Higher Education Used the software for: 2+ years ### "FATV and Chatbot" November 5, 2021 5.0 Communication and implementation with the Ocelot team has gone well. Along with good products, Ocelot has been great to work with. Pros It's extremely helpful that Ocelot updates video content based on changes and updates to federal and some state regulations. It also helps that the chatbot integrates those videos into responses. Cons It would be nice to integrate these tools with others in our industry (i.e. for financial aid offices, partnering with CampusLogic and other similar companies/tools). Review Source FG Farrah G. AVPSA Education Management Used the software for: 2+ years ### "Useful if built correctly" December 31, 2022 4.0 Pros The provides timely responses to inquiries, available 24/7 and based on answers that we provide in advance. Cons This product is only as good as you build it. If you do not populate answers to questions, users will not find value in using this product. There is upfront investment of time and knowledge needed for this to be helpful to the end user. Alternatives considered [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Review Source BW Brian W. Senior Director of Financial Aid Higher Education Used the software for: 2+ years ### "Chatbot and videos" April 17, 2021 4.0 It has been good experience and I like the product but looking Togo to the next level Pros Ease of use, see history of chats, embed videos, staff is responsive Cons Not easy to go between chatbot and video platform, the chatbot offers a lot of links sometimes without answering the question, I didn’t like when they took away the alternative questions in the chatbot, looking for additional capability with live assistant that no one told me about. Reason for choosing Ocelot Best product at the time but more competition now Review Source Similar Products Featured