Welcome to the Privagent Beta - Here's What Happens Next

  Thank you for joining the Privagent Beta — I’m excited to work with you. Before our 30-minute onboarding call, here’s a quick overview of the process and what you can expect.

  • Meet Dave — Your AI Discovery Consultant

      

    Dave is a conversational interview agent designed to help you understand how work really flows inside your company. In a short 10–12 minute call with each employee, Dave uncovers:

    • How roles, responsibilities, and processes actually operate
    • Where people get stuck or slowed down
    • What tools and handoffs create friction
    • Ideas your team already has but may not have voiced
    • Patterns that point to automation or systemization opportunities

    You’ll receive a full AI Discovery Briefing at the end of the process — along with a 12-month roadmap tailored specifically to your organization.

  • What We’ll Cover on Our Onboarding Call

      

    During our 30-minute call, we’ll quickly:

    1. Confirm how many employees will participate
    2. Pick a single “call Dave” window (usually before lunch the next day)
    3. Review how the interview works and how privacy is maintained
    4. Set expectations for timing, deliverables, and next steps
    5. Ensure you have a simple message to forward to your team

    The entire beta process is designed to be fast, lightweight, and low-friction.
    We typically complete all employee interviews within 24 hours of kickoff.

  • A Quick Reassurance About This Process

      

    Your team already knows where time gets wasted — the spreadsheets, re-keying data, manual approvals, repeated tasks, and operational firefighting. They live it every day.

    What they often don’t get is a safe and structured way to share that insight.

    That’s what Dave is for.

    Think of this as:

    “Discovery comes before automation — your team’s voice is the roadmap.”

    No one is judged. Nothing is tied to job performance. Their input simply helps you understand how to remove friction, reduce busywork, and modernize processes.

  • If You Want to Prepare Before Our Call

      

    No homework required, but you’re welcome to think about:

    • Are there teams or individuals who must be included?
    • Are there specific workflow areas you want special attention on?
    • Is tomorrow or the next day better for the employee call window?

    That’s it — we’ll keep this simple and effective.

    Looking forward to speaking with you!

      

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