Background
New employees often depend on scattered documents, colleagues, HR teams, and informal memory to understand how a company works. Policies, processes, approvals, roles, and org charts are usually available, but not easy to navigate.
The client needed an internal AI companion that could turn organisational knowledge into clear answers while respecting source control, ownership, and boundaries.
The task
Design an onboarding AI agent that answers questions about policies, processes, departments, roles, organisation structure, and internal ways of working.
The solution
A governed knowledge base was built from company policies, process documents, HR material, department information, and organisation-structure references.
The agent was designed to answer with source-grounded responses, guide employees to the right owner or process, and avoid making unsupported claims when the knowledge base was incomplete.
A content-maintenance workflow was defined so HR, operations, and department owners could keep the agent aligned with current policies and organisational changes.
Building an internal onboarding agent
Structure organisational knowledge, design employee intents, and govern the agent so answers stay current and trusted.
- 01
Inventory policies, processes, org charts, department guides, and ownership references.
- 02
Create retrieval patterns, answer rules, source handling, and escalation paths.
- 03
Set ownership, update routines, and controls for keeping onboarding knowledge current.