Ideas to put to work
Quality review coverage that matches the team you have today.
Users checked against current staff
Sofia compares EvaluAgent users with current employees in BambooHR and lists leavers who still have access, for your admin to remove.
Team structure in Excel
Sofia reads groups, members and roles and builds an Excel view of each team, so gaps in review coverage stand out.
Groups compared with the directory
Sofia compares EvaluAgent groups with Microsoft 365 groups and lists people missing from either, for your admin to fix.
Role questions answered in Teams
Ask Sofia in Microsoft Teams who belongs to a group or what role someone holds, and she answers from EvaluAgent.
What Sofia can do with EvaluAgent
Sofia reads and keeps current
- Users
- Groups
- Roles
Sofia does, with your approval where you want it
- Look up a user
- Look up a group's members
- Look up a user's role
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- BambooHRHR system for employee records and time off
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft 365Microsoft's business suite: accounts, groups and organization directory
- Microsoft TeamsMicrosoft's chat, channels and meetings hub
ZendeskCustomer service ticketing and help center- FreshdeskCustomer support ticketing
IntercomCustomer messaging and support inbox- ServiceNowEnterprise IT service management
Connect EvaluAgent to Sofia
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