How to build a HR Policy Chatbot

This agent automates the process of answering HR policy questions by searching internal knowledge bases and documents, providing instant, reliable responses to employees.

Challenge

Employees struggle to quickly find accurate, up-to-date answers to HR policy questions, leading to confusion and unnecessary HR team workload.

Industry

Industrials

Department

Operations

HR

Integrations

SharePoint

OpenAI

Workflow Overview

1. User Question (Input Node)

  • Purpose:
    Collects the HR policy question from the user.
    Example: “How much compassionate leave do I get annually?”

  • Node:
    User Question
    (in-0)

2. SharePoint Knowledge Base Search (Knowledge Base Node)

  • Purpose:
    Searches your SharePoint-based HR policy documents for relevant information to answer the user’s question.

  • How it works:
    The user’s question is sent to this node, which performs a semantic search across your HR policy files in SharePoint.

  • Node:
    SharePoint 1
    (knowledgebase-1)

3. AI-Powered Answer Generation (LLM Node)

  • Purpose:
    Uses an advanced AI model to generate a clear, conversational answer for the user.

  • How it works:

    • The AI receives both the user’s question and the search results from the SharePoint knowledge base.

    • It crafts a brief, polite, and accurate response, citing the relevant HR policy document if possible.

    • If the AI cannot confidently answer:
      It will inform the user and automatically send an email to the HR team for follow-up.

  • Node:
    OpenAI
    (llm-0)

4. Display the Answer (Output Node)

  • Purpose:
    Shows the AI-generated answer to the user in a user-friendly format.

  • Node:
    User Output
    (out-0)

How the Data Flows

  1. User submits a question

  2. SharePoint Knowledge Base is searched

  3. AI generates an answer using the search results

  4. Answer is displayed to the user

Special Features

  • Citations:
    The AI includes citations from the HR policy documents, so users know exactly where the answer comes from.

  • Fallback to HR Team:
    If the AI can’t answer, it notifies the user and emails HR for human follow-up.

In summary:
This workflow automates HR policy Q&A by combining user input, SharePoint document search, and AI-powered answer generation, ensuring users get fast, accurate, and well-sourced responses—with a human fallback if needed.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.

Get started

Let’s Build AI Agents, Together

Book a demo to see how AI agents can help your team process unstructured documents and perform complex analysis faster and more accurately.