Evaluator Agent

DEI Survey Template

Static DEI Surveys Miss Real Inclusion Barriers. Move beyond checkbox DEI surveys with conversational assessments that uncover real workplace culture issues. Automatically route sensitive responses to appropriate stakeholders while maintaining anonymity.

Higher Completion
Honest Feedback
Actionable Insights
Used 1,287+ times

What's inside this template

Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.

Questions it always asks

The core fields every response captures.

  • Rate your sense of belonging and psychological safety in your current team

  • Describe any barriers you've experienced related to career advancement opportunities

How it adapts

Follow-ups that change based on what people say.

  • If employee reports feeling excluded, ask about specific incidents and support resources needed

  • If manager role detected, explore additional questions about team diversity and inclusive leadership practices

Where it routes people

Different paths for different answers.

  • Route concerning inclusion responses directly to Chief Diversity Officer with priority flag

  • Send positive culture feedback to immediate manager and HR business partner

Automations it can trigger

Actions that fire the moment a response comes in.

  • Create Slack alert to HR team when discrimination concerns are reported

  • Update employee record in Workday with survey completion status and sentiment score

  • Generate executive dashboard report with anonymized trends and action items

SOC 2 Type II and ISO 27001:2022 certified. Responses are encrypted in transit and at rest, and you own your data. View our Trust Center.

How this AI template works

The AI conducts personalized DEI interviews based on employee role and department. It explores workplace culture, belonging, and advancement opportunities through natural conversation. Responses are automatically categorized and flagged for HR review.

Getting started

  1. 1

    Configure department-specific question flows

  2. 2

    Set up anonymous response collection settings

  3. 3

    Define escalation triggers for concerning responses

  4. 4

    Connect HRIS integration for demographic analysis

Template Details

Agent Type
Evaluator
Business outcome
Retain employees
Job to be done
Listen to employees
Replaces
Survey tools
Integrations
Email, Slack, Webhook
Times Used
1,287+

Forms collect fields. Conversations capture context.

Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.

The static form

yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"

No context. No follow-up. No next step.

  • Traditional DEI surveys get 30% response rates because employees don't trust anonymous checkboxes with sensitive experiences. Fixed questions about discrimination feel impersonal and expose vulnerability without building safety.
  • Static forms can't explore the context behind inclusion problems, missing why certain groups feel excluded. You get scores but no understanding of specific incidents or systemic barriers affecting different teams.
  • Mandatory dropdown menus for identity categories force employees into boxes that don't represent their experience. People skip questions rather than select inadequate options, creating incomplete demographic data.

The AI conversation

"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"

Extracted & structured automatically

Category

High-priority

Urgency

Deadline: 2 weeks

Sentiment

Frustrated but hopeful

Next step

Route to senior team

Triggered: Slack alert sent| CRM updated

Right team. Full context. Instant action.

  • Conversational DEI assessments build trust through adaptive questioning, increasing completion rates to 85% by letting employees share as much or as little as they're comfortable with. Natural dialogue creates psychological safety.
  • Intelligent follow-ups explore specific workplace incidents and systemic barriers, providing HR with detailed context about what's actually driving inclusion gaps. You understand root causes, not just symptoms.
  • Adaptive conversations let employees describe their identity and experiences in their own words, capturing intersectional perspectives that fixed categories miss. Richer demographic understanding leads to better program design.

What Questions Should a DEI Assessment Include?

Effective DEI assessments measure psychological safety, representation experiences, career advancement barriers, and inclusive leadership behaviors. Cover microaggressions, allyship effectiveness, and access to development opportunities across different identity groups. Include questions about policy awareness and current initiative effectiveness. Focus on both perception and actual experiences rather than just satisfaction scores. Ask about specific incidents that reveal systemic issues, not just general feelings about workplace culture.

FAQ

Frequently Asked Questions

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Forms are costing you business

Replace drop-off, poor qualification, and missing context with AI conversations that capture structured data and real understanding. Set up in minutes.

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