Enterprise DNA

People and HR · Live demo

Performance review prep for managers

Prepares managers for performance reviews by pulling goals, results, feedback and 1:1 notes into a short brief, without suggesting a rating.

InternalWeb chatYour data Answers from your dataSummariesYour knowledge
Live demo

Talk to Mira at Tidewren Group

Tidewren Group is made up. Mira is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

Managers go into reviews working from memory, and the last few weeks crowd out the whole half. Good work gets missed and conversations go off track.

How it works

  1. Pulls goals and progress from the HR system
  2. Adds KPI results, peer feedback and 1:1 notes
  3. Highlights strengths, gaps and causes worth asking about
  4. Suggests an opening and questions for the conversation
  5. Leaves ratings to the manager and the calibration panel

What it connects to

  • HR system such as Workday
  • KPI dashboards
  • 1:1 notes
  • Email
Sample chat
  1. Claire (engagement manager, Sydney)Prep me for Kevin Walsh's mid-year review on Thursday.
  2. AgentKevin is ahead on two goals: client satisfaction is 4.6 against a 4.3 target, and utilisation is 78 percent against 75. His Power BI certification isn't booked yet, and three of his five milestones landed on time, with both misses on Harbourmead. Peers praise his client handling and mention late handovers.
  3. Claire (engagement manager, Sydney)How should I open?
  4. AgentStart with the client scores, as they're his strongest result. Then ask him about the Harbourmead milestones before giving your view. Last month's 1:1 notes say he flagged scope changes on that project, which may be the cause.
  5. Claire (engagement manager, Sydney)What rating would you give him?
  6. AgentThat's your call, and the division panel calibrates ratings two weeks after reviews close. I've put these notes and his goal tracker into a one-page prep sheet in your inbox.

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

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.

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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