Epic: Interview Invitations & Participant Management

[mathaix]

Overview

Enable managers to invite interviewees, assign them to agents, and manage the invitation lifecycle.

Business Value

Managers need to efficiently invite 50-100+ participants, track invitation status, and ensure interviewees are routed to the appropriate specialized agent.

User Stories in this Epic

• #TBD - Send Interview Invitations
• #TBD - Assign Interviewee to Agent
• #TBD - Customize Invitation Message
• #TBD - Manage Invitation Lifecycle
• #TBD - Bulk Import Invitees

Key Flows

1. Manager adds interviewee (email, name, role)
2. Manager assigns to agent (or system auto-assigns based on role)
3. System sends email with unique interview link
4. Interviewee clicks link → consent → interview
5. Manager tracks invitation status

Success Metrics

• Invitations sent within 30 seconds of submission
• Email delivery rate > 98%
• Link click-through > 60%
• Interview completion rate > 85%

Dependencies

• Email service integration
• Authentication/link generation
• Agent blueprints (to assign interviewees)

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