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Mentor matching on your own criteria, for HR and L&D teams.
What this presentation covers
What this presentation covers
What this presentation covers
Matching on your own questions
Matching runs on your own questions
Mentors and mentees answer your questions once, and the rules read those answers.
Questions you define
Text, number, single choice, multiple choice and star fields.
Asked once, used everywhere
The application, onboarding and the profile share the same questions.
Questions you define
Text, number, single choice, multiple choice and star fields.
Application questions
Applications
Tyler B. Career change English, Italian Accept & Invite Invited Asked once, used everywhere
The application, onboarding and the profile share the same questions.
Application questions
Applications
Tyler B. Career change English, Italian Accept & Invite Invited Rules and weights
Rules with the weights you set
Each rule compares a mentor’s answer with a mentee’s answer and carries a weight.
Standard rules
Compare two answers, such as a different department or more experience.
Custom rules
If the mentor is a Manager, the mentee’s goal is Leadership.
Standard rules
Compare two answers, such as a different department or more experience.
Standard rules
Add ruleNew standard rule
Custom rules
If the mentor is a Manager, the mentee’s goal is Leadership.
Custom rules
Add custom ruleStandard rules
Add ruleNew standard rule
Custom rules
Add custom ruleThe AI rule
An AI rule that reads free text
It reads what mentors and mentees write and adds to the same score.
Read for your program
A theme such as corporate career sets how the text is read.
Only the fields you pick
Names and emails are never sent, and everyone is read once.
Read for your program
A theme such as corporate career sets how the text is read.
AI rule
New Complementary
Susan W. Where can you help? I have led a product team for eight years. I coached new managers through their first year.
Corporate career
Tyler B. Where do you want support? I want to move into team leadership. I need to learn to handle difficult conversations. Only the fields you pick
Names and emails are never sent, and everyone is read once.
AI rule
New Complementary
Susan W. Where can you help? I have led a product team for eight years. I coached new managers through their first year.
Corporate career
Tyler B. Where do you want support? I want to move into team leadership. I need to learn to handle difficult conversations. Scores you can explain
Every pair gets a score
The score is the weight of the rules a pair meets, over the total weight.
Calculate
Press Calculate and ranked suggestions arrive for every mentor.
See why a pair was suggested
Both profiles side by side, with the matched fields in green.
Calculate
Press Calculate and ranked suggestions arrive for every mentor.
Calculations
Calculate Approve all
Susan W. 2 86%Tyler B.71%Emily P.
Michael C. 1 78%Grace K.
David M. No limit 64%Ryan C. Connor W. See why a pair was suggested
Both profiles side by side, with the matched fields in green.
Susan Whitfield
Mentor
Tyler Brooks
Mentee
According to your matching settings, email notification will be sent to the matched users.
Calculations
Calculate Approve all
Susan W. 2 86%Tyler B.71%Emily P.
Michael C. 1 78%Grace K.
David M. No limit 64%Ryan C. Connor W.
Susan Whitfield
Mentor
Tyler Brooks
Mentee
According to your matching settings, email notification will be sent to the matched users.
Approval
Nothing is a match until you approve
Pairs that fail a mandatory rule are never suggested, and mentor limits are respected.
Approve the suggestions
Approve one by one, or all at once with Approve all.
Add a pair yourself
Pair two people directly when you already know the fit.
Every action is recorded
The matching log keeps who did what, with notes for admins.
Approve the suggestions
Approve one by one, or all at once with Approve all.






Laura Hayes
Mentor · Product
Tyler Brooks
Mentee · Design
- Department · Same Matched
- Skills · Similar Not matched
- Goals ↔ Expertise · AI rule Matched
- Language · Same · Mandatory Matched
Add a pair yourself
Pair two people directly when you already know the fit.
Susan Whitfield
Mentor
- Department
- Product
- Years of experience
- 11
Scores are calculated according to the rules you added for the matching algorithm.
Tyler Brooks Career change
Emily Parker Leadership
Connor Walsh Portfolio review
Megan Reed Career change Show more (50 / 214)
Every action is recorded
The matching log keeps who did what, with notes for admins.
Performed by: Nicole A.
Rematched at the mentee’s request; Aylin committed to six sessions.
Only visible in the admin panel. Not sent to users.






Laura Hayes
Mentor · Product
Tyler Brooks
Mentee · Design
- Department · Same Matched
- Skills · Similar Not matched
- Goals ↔ Expertise · AI rule Matched
- Language · Same · Mandatory Matched
Susan Whitfield
Mentor
- Department
- Product
- Years of experience
- 11
Scores are calculated according to the rules you added for the matching algorithm.
Tyler Brooks Career change
Emily Parker Leadership
Connor Walsh Portfolio review
Megan Reed Career change Show more (50 / 214)
Performed by: Nicole A.
Rematched at the mentee’s request; Aylin committed to six sessions.
Only visible in the admin panel. Not sent to users.
Letting employees choose
Or let employees choose their mentor
Open the mentor list, and the match starts on choice, mentor approval or yours.


Rachel B.Book
David M.Book
Michael C.BookOne system, set up for you
All the tools that make management easy
Everything your mentoring program needs, ready to use.
- Applications
- Matching
- Mentor pool
- Mailing
- Forms
- Posts
- To-do lists
- Certificates
- Reports
- AI-powered dashboard
- Reminders
- Events
One system, set up for you
Admin dashboard with live program health
Live numbers, program health and what needs attention next.
One system, set up for you
All the tools that make mentoring easy
Give your participants everything they need for mentoring.
- Scheduling
- Meeting notes
- Video tools
- Calendar integrations
- Reminders
- Messages
- Time slots
- Resources
- Push notifications
One system, set up for you
A mentoring platform made for you
Easy to use, on every device.
Emily P.
Ryan C.
Grace K.
Emily Parker7 meetings · last 7 Oct
Ryan Cooper1 meeting · last 14 Sep
Grace Kim5 meetings · last 26 Sep
Tyler BrooksNo meetings yet
Emily ParkerJoin
Emily Parker7 meetings
Ryan Cooper1 meetingShall we set up your rules together?
Book a demo, and we set up matching on your own criteria.