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The Mentor Assignment step pairs the track participant with a mentor from your designated pool. Doozy creates a group DM between them and enables subsequent steps to message the mentor or the pair. Smart matching balances workload across mentors.
Only one mentor assignment step is allowed per track.

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⚙️ Configuration

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Mentor Pool

Choose where mentors are selected from:

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Delivery Time

  • Immediate: Leave blank to assign when step triggers
  • Scheduled: Select a time (e.g., 9:00 AM), based on user’s timezone

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🧠 Smart Matching

Doozy uses round-robin matching that considers:
  • Workload balancing: Distributes assignments evenly across the pool
  • Location: Prefers mentors in similar locations
  • Timezone: Prefers mentors in similar timezones

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📬 Unlocked Destinations

After this step, you can send messages to:
Always add a message step to the group DM after assignment so both parties know they’ve been paired!

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⭐ Best Practices

  1. Size your pool: 5-10 mentors per 20-30 mentees prevents burnout
  2. Notify immediately: Send a group DM welcome right after assignment
  3. Set expectations: Share mentor guidelines in the first message
  4. Schedule check-ins: Use delays and messages to prompt engagement
  5. Collect feedback: Add surveys at key milestones
See Track Examples for complete mentorship track templates.

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🎯 Common Use Cases

  • New Hire Onboarding: Pair new employees with experienced buddies
  • Intern Programs: Assign full-time mentors to interns
  • Skills Development: Connect learners with subject matter experts
  • Leadership Development: Pair high-potentials with senior leaders
  • Remote Integration: Help remote workers connect with team members

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🔗 Related Steps