AI agent for employee relations specialists
Workplace Investigation Interview Scheduling Agent
Run investigation interviews in the right order with proper notice and updated questions.
What it does
Workplace investigation interviews must be sequenced, documented and kept confidential, and each interview changes who to see next. The agent plans the interview order, books times, and prepares neutral question outlines from the complaint. It checks that no one is interviewed before they have received the required notice. After each interview, it updates the list of open questions and who to interview next, and adjusts the plan. The specialist approves the plan and all notices. Edge case: a witness names a new person, so the agent adds an interview and moves the respondent's interview to after it.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Complaint accepted for investigation
- Read the complaint and list people to interview
- Plan the order and prepare neutral question outlines
- Specialist approves the plan and noticesThe agent waits here for your OK.
- Send notices and book times
- Has each person received the required notice before their interview?If not: Delay the interview and resend the notice. Back to step 5.
- After each interview, update open questions and add new people
- Do new facts change the interview order?If not: Revise the plan and ask for approval again. Back to step 3.
- Specialist approves changesThe agent waits here for your OK.
- Interview plan and updated question list
How it decides
It interviews the complainant first, then witnesses, then the respondent last. It checks notice before each interview and updates the plan after each one.
- Interview the respondent last
- No interview before the notice period ends
- Questions are neutral and not leading
- Keep the list of attendees to those required
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Notice period (default 3 days)
- Interview order rules
- Question templates
- Who attends
What keeps you in control
It always asks you first
- Specialist approves the plan and all notices
- Specialist approves plan changes
Hard limits
- Never discloses details of the complaint to witnesses
- Never sends a notice without approval
It stops when
- Done: all interviews held and documented
- Stop: the investigation is closed or paused
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
