Enterprise DNA

People and HR · Live demo

Probation check-ins for new starters

Checks in with new starters during probation, passes on anything they raise, and books the probation review with their manager on time.

SMSOutboundVoiceYour data BookingSummariesHuman handoff
Live demo

Talk to Jess at Bellbird Foods

Bellbird Foods is made up. Jess is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

New starters on night shift rarely see anyone from people and culture after their first day. Problems surface when they resign in month two, and probation reviews get missed because nobody remembered the date.

How it works

  1. Checks in at 4 weeks, 3 months and 5 months by text or a short call
  2. Asks the same four questions about settling in, tools, anything unclear, and anything for the manager
  3. Sends a short summary to the manager and the people and culture manager
  4. Passes on safety, bullying or pay concerns the same day
  5. Books the probation review in the manager's calendar before month 6

What it connects to

  • HR system such as Employment Hero
  • Manager calendars in Microsoft 365 or Google Workspace
  • SMS gateway
Sample conversation
  1. AgentHi Marcus, it's Jess from Bellbird Foods. You're nearly 5 months in, so I'm checking in. How are you finding the job at Laverton North?
  2. Marcus (production operator)Good mostly. The training on the new tray sealer was a bit rushed though.
  3. AgentThanks for telling me. I'll pass that on to Fiona Clarke so she can set up more time on the sealer. Is there anything else you'd like her to know?
  4. Marcus (production operator)No, that's it.
  5. AgentYour probation review with Fiona is due this month. She's free Tuesday 13 October at 10am or Thursday 15 October at 2pm. Which suits?
  6. Marcus (production operator)Thursday.
  7. AgentBooked for Thursday 15 October at 2pm in the Laverton North meeting room. I'll send a reminder the day before.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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