AI Copilot Features
How MentorStack uses AI to generate meeting agendas, session summaries, goal suggestions, and engagement alerts
MentorStack includes a set of AI-powered features that help mentors prepare for sessions, capture what was discussed, and surface insights for program admins. These features use AI credits — a usage-based allowance included with your plan.
Note
AI Copilot features are available on all plans. Free Pilot includes 8 credits/month; Starter 25; Growth 40. Credits reset at the start of each billing cycle.
Pre-session agendas (mentors)
Before a scheduled meeting, MentorStack can generate a suggested agenda based on the mentee's active goals, recent progress, and any action items from previous sessions.
To generate an agenda:
- Open the meeting from your Meetings page
- Click Generate agenda
- Review and edit the suggestion before your session
The agenda is private to you until you choose to share it with your mentee.
Post-session summaries (both participants)
After marking a meeting as completed, either participant can generate an AI summary of the session notes.
- Open the completed meeting
- Add or review session notes
- Click Generate summary
- Both participants will see the summary in the meeting recap
Summaries are based on the session notes you entered — MentorStack does not record or transcribe calls.
Goal suggestions (mentees)
When a mentee is setting goals, MentorStack can suggest relevant goals based on their profile, skills, and aspirations.
- Go to Goals → New goal
- Click Suggest goals
- Select or customize suggestions
Goal suggestions work best when the mentee's profile includes at least 3 skills and at least one aspiration.
Engagement alerts (admins)
MentorStack monitors match activity and flags pairs that may need attention:
- No meetings scheduled in the last 30 days
- Messages not exchanged in 2+ weeks
- Goals not updated recently
At-risk matches appear on your Admin Dashboard with an activity health indicator. You can send a nudge directly from the dashboard to prompt the pair to re-engage.
AI credits
Each AI operation (agenda, summary, goal suggestion) consumes one AI credit. Your plan's monthly credit allowance resets at the start of each billing cycle.
| Plan | Monthly AI credits |
|---|---|
| Free Pilot | 8 |
| Starter | 25 |
| Growth | 40 |
| Enterprise | Custom |
When credits are exhausted, AI features are temporarily unavailable until the next billing cycle. Admins can see current credit usage in Settings → Billing → AI usage.
Feedback generation (mentors)
Mentors can request AI-generated feedback drafts to share with their mentees after a session. These are suggestions only — review and personalize before sending.
From a completed meeting, click Draft feedback to generate a starting point based on session notes and goal progress.