How to Configure Employee AI Assistant

Overview

The Employee AI assistant is an easy-to-use interface that allows employees to ask questions during their process flows. This allows companies to provide more relevant information at the most important time. Employees will be able to quickly get answers to pressing questions such as:

• When am I eligible for benefits?
• Where do I go on my first day?
• What should I expect in my first week?
• How do I contact IT?

This streamlines employee transitions by providing instant answers to common questions and guiding employees to the right information quickly. It reduces confusion and delays, ensuring employees feel supported from before day one. 

Pre-requisites

To turn on the Employee AI Assistant please let your Customer Success Manager know. Click Boarding will enable the feature which will then give Team Members the ability to configure the assistant in the Admin Portal.

Team Members must have the "Can add, edit, and delete documents for AI" permission to access the configuration page.
 

Configuring the Employee AI Assistant

1. Select Company from the left menu 

   

2. Select AI from the submenu

   

3. Enter an AI Assistant Name

   1. This is the name that the Assistant will be called on the Employee Portal

   

4. Select if you would like citations enabled for responses
   1. When citations are enabled the AI Assistant will cite the file where it obtained the information and allow the employee to download the file for review
5. Add an initial message
   1. This message will be displayed to the employee when the first interact with the assistant
6. Select Upload Document
   1. The files uploaded will be the knowledge that the Assistant has access to. The Assistant has guardrails in place so that it only speaks to the knowledge you provide and will cite the source.
   2. Users can upload up to 5 documents at once

7. Select what Locations or Location Groups the file applies to

   1. When the employee is interacting with the assistant it will only respond with information relevant to the location their process flow is assigned to
   2. The chat interface will not appear unless the location that the process flow is assigned to has at least one document assigned