HR support agent
An agent employees reach from your intranet to ask HR questions — time off, benefits, pay — answered for them specifically, because the widget knows who they are through single sign-on.What you’ll connect
Build it
1
Start from the HR support template
Create an agent from the HR
support template.
2
Connect your HRIS
Connect your HR system from the catalog. Reads run
as each employee, so the agent can only see that person’s own data.
3
Add policy knowledge
Upload your benefits guides, leave policies, and FAQs into a
custom knowledge collection so the agent
answers from the authoritative documents and cites them.
4
Embed the widget with identity
Add the web widget to your intranet and choose an
identity mode that signs employees in silently — an embedded token or a
federated IdP token — so nobody logs in twice and the agent knows exactly
whose balances to look up. Add your intranet’s origin to Allowed origins.
5
Set boundaries and test
On the profile, enable safety boundaries for
sensitive topics (compensation, legal) and hand those off to a human. Test in
Preview with a real question before going live.
Notes
- Identity matters here. Because the agent answers personally, use a verified identity mode — see End-user identity.
- For the widest coverage, provision employees ahead of time with SCIM so everyone is known on first contact.
