AI Copilot

AI Copilot adds a language model to the offboarding workflow. It doesn't replace HR judgment - it drafts, summarizes, and points out things worth a second look, and every output is meant to be reviewed before you act on it.

What it can do

• Checklist suggestions - proposes up to 10 additional tasks for an offboarding, based on role, department, tenure, and separation type, skipping anything already on the checklist.
• Risk score - a 0-100 score (low, medium, high, critical) calculated from the offboarding's own data. AI only writes the recommended next steps. See Risk score.
• Knowledge transfer summary - turns knowledge transfer notes and open tasks into a structured handoff summary with suggested owners and deadlines. Exit interview answers are never used here.
• Document drafting - drafts an exit letter or separation agreement for review. See Drafting documents.
• Quarterly exit interview summary - a summary of exit interview sentiment and themes for a given quarter, for the departments you can see.
• Resignation patterns - an org-wide summary of past departures over the last 90 days. It describes what happened; it does not predict who will resign.
• Exit interview sentiment - when an exit interview is submitted, open-text answers are labelled positive, neutral, or negative with up to three themes.

All features are available to Superadmin, Admin, HR, and Manager roles, except resignation patterns, which is limited to Superadmin, Admin, and HR.

AI calls are limited to 30 per minute per organisation across all servers. Results are cached by input, so asking for the same thing twice without anything changing returns the saved result. If the model returns something unusable, you see an error and nothing is saved, so trying again calls the model afresh.

Risk score

The score is calculated, not guessed, from:

• selected apps that have not been revoked yet
• revocations that failed or need manual action
• assets still assigned to the employee
• the exit date, especially access still open after it
• the separation type, and whether a legal hold applies
• open checklist items

The popover lists the exact factors behind the score. If AI is configured, the recommendations are written by the model from those factors; otherwise PurpletGo shows standard recommendations.

Knowledge transfer summaries

If an employee has left knowledge transfer notes or has open tasks on their offboarding, AI Copilot can turn them into a written summary: key knowledge areas, and handoff actions with suggested owners (by role, not name) and deadlines. Exit interviews are confidential and are not included.

Drafting documents

Quarterly exit interview summary

For a chosen year and quarter, this report summarizes exit interview responses: an overview, key themes with sentiment, a department breakdown, and recommended actions. Average sentiment is shown on a scale from -1 (very negative) to +1 (very positive), along with how many of the quarter's responses have been analysed.

It needs permission to view exit interview responses (exit_interviews_view) and covers only the departments you can see. Besides counts and themes, up to 10 free-text answers are sent to the AI provider as examples: avoid asking for health or other sensitive details in open questions, and cover the provider in your data processing records.

Resignation patterns

This summarizes departures from the last 90 days by department, separation type, and exit interview sentiment and themes, and suggests where to look more closely. It is a description of past departures, not a prediction, and it should not be used to make decisions about individual employees. Super Admins, Admins and HR can run it; it covers the departments they can see.

Exit interview sentiment

Sentiment is analysed shortly after an exit interview is submitted. If the AI provider is unavailable, PurpletGo retries automatically (up to three attempts). Themes come from a fixed list - compensation, management, career growth, work-life balance, culture, remote work, team dynamics, role clarity, benefits, relocation, personal reasons, and other - so they can be compared across departures.

Configuration

Set these on the server (for self-hosted installs, in server/.env):

There is no default model: AI stays off until a model is set.

Related pages

• Flight Risk
• Exit interviews
• Integrations