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Workflow guide

Support plan for HR teams

Answer onboarding, benefits, and handbook questions from your HR docs. Hiring decisions and personal cases stay with your people team.

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What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

People team

Planning sample

Answer from approved sources

  1. 01
    Is dental included in the health plan?Benefits guide.pdf
  2. 02
    What’s the remote work policy?Employee handbook
  3. 03
    What do I need to do in my first week?Onboarding checklist
Boundary

Hand to your team

  • Hiring decisions and candidate feedback
  • Pay, leave, and performance cases
  • Complaints and investigations
For example
Can you tell me why my application was rejected?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    A candidate asks about their application

    The agent hands the chat to a recruiter.

  2. 02

    Pay or performance questions

    The agent stops and passes the chat to your people team.

  3. 03

    A complaint about a colleague

    The agent doesn’t collect details. It hands the chat to HR right away.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

Better not. Give candidates and employees separate agents with separate sources, so internal policies never reach a candidate.

No. Keep hiring decisions with people. The agent answers questions about roles and your process from your published pages.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

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