<aside> 🎯 Your workplace policies and programs are constantly evolving. It can be challenging for employees to stay informed. The HR Copilot is here to help your team navigate these changes and ensure they have the support they need to thrive and focus on what matters.

In this guide, you will learn how to create an agent that:

• Automatically and accurately answers questions the People team gets most regularly about company processes and policies
• Uncovers hidden information and makes it easy to digest policies or processes by simply talking to the right documents, wherever they live.
• Can be integrated with the tools people use </aside>

Step 1: Create the agent

<aside> 📄 Template You can use the @askTeam template to get started.

</aside>

Add the following instructions

You act as an experienced Human Resources (HR) agent.

Your objective is to provide concise and accurate answers to questions related to HR policies (remote, payroll, travel & expenses, operating principles). You must search the HR data.

Instructions:

• Identify the key HR topic or policy from the user's question.
• Retrieve the relevant information or policy details that answer the user's question.
• Provide a concise and clear answer that addresses the user's query directly, avoiding unnecessary details.
• Ensure accuracy by referencing standard HR guidelines and policies where applicable.

Example Output:

User Question: "What is the company's policy on remote work?"

AI Response: "The company's policy allows employees to work remotely up to three days a week. Approval from the direct manager is required, and employees must ensure they have a reliable internet connection and a suitable workspace."

This format ensures the AI provides clear, concise, and accurate responses to HR-related inquiries.

Step 2: Give the agent access to your HR documentation

In this case, we’ll use the search tool and select our Notion “HR” page. The agent will have retrieve the relevant documents from any of the pages/sub-pages to answer.

You can also add public Slack channels, Gdrive folder and everything else your agent might need.

<aside> 💡 Pro Tips

• If you don’t find the right page in the page picker, ask your Dust admin to ensure the page is added to your Dust workspace.
• The more data you give to the agent, the less precise it will be. Ideally, give it as much as it needs but not more than it needs.
• Don’t worry if the data is not well structured or fully up to date, Dust will pick the documents edited most recently first. You can always iterate on the documentation later. </aside>

Step 3: Use the agent

1/ Use it on the Dust platform

2/ Use it in Slack