AI HR Policy Search Agent

How Cassidy automates HR Policy Search using AI

Step 1: Connect your policy sources

Cassidy syncs with your HR document repositories—SharePoint, Google Drive, Confluence, and uploaded PDFs—ingesting handbooks, benefits guides, and compliance policies into a unified Knowledge Base with continuous updates.

Step 2: Normalize and tag content

The Knowledge Base organizes policies by domain, geography, employment type, and effective date. Cassidy preserves document structure, tables, and cross-references so retrieval stays accurate and citations stay precise.

Step 3: Deploy the Agent where employees work

Deploy your HR Policy Search Agent directly in Slack, Microsoft Teams, or your intranet. Employees ask questions in natural language—no portal-hopping or ticket submissions required.

Step 4: Retrieve and generate grounded answers

When an employee asks a question, Cassidy searches the Knowledge Base using hybrid retrieval, filters by the employee's location and role, and generates a response grounded in verified policy sections with inline citations.

Step 5: Surface next-best actions

The Agent links directly to relevant forms, catalog items, or enrollment portals—like requesting PTO, submitting a leave request, or updating benefits elections—so employees can act immediately.

Step 6: Escalate with context when needed

For ambiguous or sensitive queries, Cassidy routes to HR with the full conversation, retrieved citations, and suggested routing—giving your team the context to resolve quickly without starting from scratch.