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.
โ๏ธ Configuration
Mentor Pool
Choose where mentors are selected from:
| Source | Description |
|---|
| Specific People | Handpick individual users as mentors |
| Slack Channel Members | All members of a channel |
| Groups | Members of organizational groups |
Delivery Time
- Immediate: Leave blank to assign when step triggers
- Scheduled: Select a time (e.g., 9:00 AM), based on userโs timezone
๐ง 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
๐ฌ Unlocked Destinations
After this step, you can send messages to:
| Destination | Use For |
|---|
| Mentor | Private guidance, check-ins with the mentor only |
| Mentor & User | Group DM welcome messages, shared resources, check-in prompts |
Always add a message step to the group DM after assignment so both parties know theyโve been paired!
โญ Best Practices
- Size your pool: 5-10 mentors per 20-30 mentees prevents burnout
- Notify immediately: Send a group DM welcome right after assignment
- Set expectations: Share mentor guidelines in the first message
- Schedule check-ins: Use delays and messages to prompt engagement
- Collect feedback: Add surveys at key milestones
๐ฏ 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