HR & Internal
Employee Helpdesk Agent (HR & IT Answers)
Assist-only · Starter · Medium severity
Works with: SharePoint, Teams
The problem
"How much PTO do I have rolling over?" "What's the mileage rate?" "How do I set up VPN?" The answers live in policy documents on SharePoint nobody reads; the questions land on the office manager and IT contact instead, one interruption at a time.
What the agent does
- Employee asks a question in Teams.
- Agent answers from approved sources — HR handbook, policy library, IT how-tos on SharePoint — citing the document.
- Requests it can't answer (or that need action, like an actual PTO balance) get routed: drafted email to HR/IT, or a ticket if the client has a ticketing system.
You need this if
- HR/office manager fields the same questions weekly
- Policies exist but nobody can find them
- New employees ask everything twice
Who uses it
All employees; HR/office manager and IT (deflected volume).
What goes in, what comes out
In: policy/handbook library, IT guides. Out: cited answers in Teams, routed requests.
Why it pays
Every deflected question is an interruption removed. As the pilot agent it proves the concept in under a week for near-zero runtime cost on M365 Copilot tenants.
Built to be trusted
- Answers policy content only — never gives legal/medical advice or makes exceptions
- Personal data questions (salary, reviews, balances) route to HR — never answered
- Runs entirely in your Microsoft tenant — first-party connectors, DLP-enforced, your permissions model.
Want this running in your tenant?
The full implementation spec — trigger design, connectors, licensing plan, and governance setup — is what we bring to the scoping call.