1┌─────────────────────────────────────────────┐
2│       TOP EMPLOYEE QUESTIONS                │
3├─────────────────────────────────────────────┤
4│                                             │
5│ 🏖️ HR & POLICIES (40%)                     │
6│ ├── "How many vacation days do I have?"     │
7│ ├── "How do I request time off?"            │
8│ ├── "What's our expense policy?"            │
9│ ├── "When is payday?"                       │
10│ └── "How do I update my address?"           │
11│                                             │
12│ 💻 IT & TOOLS (30%)                         │
13│ ├── "How do I reset my password?"           │
14│ ├── "How do I access VPN?"                  │
15│ ├── "What's the WiFi password?"             │
16│ ├── "How do I set up email on phone?"       │
17│ └── "Who do I contact for laptop issues?"   │
18│                                             │
19│ 📋 COMPANY INFO (20%)                       │
20│ ├── "Who's the CEO?"                        │
21│ ├── "Where's the org chart?"                │
22│ ├── "What are the company holidays?"        │
23│ ├── "Where's the office address?"           │
24│ └── "What's the dress code?"                │
25│                                             │
26│ 🎯 PROCESSES (10%)                          │
27│ ├── "How do I submit an expense?"           │
28│ ├── "How do I request equipment?"           │
29│ ├── "How do I book a meeting room?"         │
30│ └── "How do I get business cards?"          │
31│                                             │
32└─────────────────────────────────────────────┘

1Setup Time: 30 minutes
2Cost: Free - $19/month
3Best For: Small companies (<100 employees)
4 
5Steps:
61. Go to chatbase.co
72. Create new chatbot
83. Upload company documents:
9   ├── Employee handbook
10   ├── HR policies
11   ├── IT guides
12   └── FAQ documents
134. Train (2-5 minutes)
145. Get embed code
156. Add to intranet/Slack

1Setup Time: 1 hour
2Cost: $25-30/user/month (ChatGPT Teams)
3Best For: Teams already using ChatGPT
4 
5Steps:
61. ChatGPT → Explore GPTs → Create
72. Name: "[Company] Employee Assistant"
83. Instructions: See below
94. Upload knowledge files
105. Share with team workspace

1You are [Company Name]'s Employee Support Assistant.
2 
3Your role:
4- Answer questions about company policies
5- Help with HR-related queries
6- Provide IT support guidance
7- Direct to right people/resources
8 
9Guidelines:
101. Only answer based on uploaded knowledge
112. If unsure, say "Let me connect you with HR/IT"
123. Be friendly, professional, and helpful
134. Protect sensitive information
145. For urgent issues, provide emergency contacts
15 
16You have access to:
17- Employee Handbook
18- HR Policies
19- IT Support Guides
20- Company Directory
21- Benefits Information
22 
23Do NOT:
24- Make up policies
25- Give medical/legal advice
26- Share other employees' personal info
27- Approve requests (direct to proper channels)

1Setup Time: 2-4 hours
2Cost: Microsoft 365 Copilot license
3Best For: Enterprise using Microsoft stack
4 
5Steps:
61. Organize SharePoint with HR/IT docs
72. Enable Copilot for your tenant
83. Create Copilot agent with SharePoint sources
94. Deploy to Teams

1Setup Time: 3-4 hours
2Cost: ~$50/month
3Best For: Slack-first companies
4 
5Architecture:
6┌──────────────────────────────────────────┐
7│  Employee asks in Slack #ask-hr          │
8│           │                              │
9│           ▼                              │
10│  Make.com webhook receives               │
11│           │                              │
12│           ▼                              │
13│  Search knowledge base (Notion/Sheets)   │
14│           │                              │
15│           ▼                              │
16│  Claude generates response               │
17│           │                              │
18│           ▼                              │
19│  Post response in Slack thread           │
20└──────────────────────────────────────────┘

1📁 Employee Knowledge Base
2│
3├── 📂 HR Policies
4│   ├── 📄 Time Off Policy.md
5│   ├── 📄 Expense Policy.md
6│   ├── 📄 Remote Work Policy.md
7│   ├── 📄 Code of Conduct.md
8│   └── 📄 Performance Review Process.md
9│
10├── 📂 Benefits
11│   ├── 📄 Health Insurance Guide.md
12│   ├── 📄 401k Information.md
13│   ├── 📄 Employee Perks.md
14│   └── 📄 Wellness Program.md
15│
16├── 📂 IT Support
17│   ├── 📄 Password Reset Guide.md
18│   ├── 📄 VPN Setup.md
19│   ├── 📄 Email Configuration.md
20│   ├── 📄 Software Requests.md
21│   └── 📄 Security Guidelines.md
22│
23├── 📂 Company Info
24│   ├── 📄 About Us.md
25│   ├── 📄 Organization Structure.md
26│   ├── 📄 Office Locations.md
27│   ├── 📄 Holiday Calendar.md
28│   └── 📄 Company Directory.md
29│
30└── 📂 Processes
31    ├── 📄 Expense Submission.md
32    ├── 📄 Equipment Requests.md
33    ├── 📄 Meeting Room Booking.md
34    └── 📄 Travel Booking.md

1# Time Off Policy
2 
3## Overview
4All full-time employees receive paid time off (PTO).
5 
6## PTO Allowance
7- **New employees**: 15 days/year
8- **After 2 years**: 20 days/year
9- **After 5 years**: 25 days/year
10- **Managers**: 20 days minimum
11 
12## How to Request Time Off
131. Submit request in HRIS system
142. Minimum 2 weeks advance notice
153. Manager approval required
164. Update team calendar
17 
18## Carryover Policy
19- Maximum 5 days can be carried to next year
20- Unused days beyond 5 are forfeited
21 
22## Questions?
23Contact: hr@company.com
24HR Portal: [link]

1time off stuff - ask ur manager for pto.
2probably like 15-20 days idk check with hr.
3submit somewhere in the system by date.

1Employee: How many vacation days do I have left?
2 
3Bot: To check your remaining PTO balance:
4 
51. Log into the HR Portal (hr.company.com)
62. Go to "My Time Off" section
73. View your current balance
8 
9**General PTO Info:**
10- Year 1-2: 15 days
11- Year 3-5: 20 days  
12- Year 5+: 25 days
13 
14If you need help accessing the portal, let me know 
15or contact HR at hr@company.com.
16 
17Would you like me to explain how to request time off?

1Employee: I forgot my password, how do I reset it?
2 
3Bot: Here's how to reset your password:
4 
5**Option 1: Self-Service (Recommended)**
61. Go to password.company.com
72. Click "Forgot Password"
83. Enter your work email
94. Check email for reset link
105. Create new password (min 12 chars, 1 number, 1 symbol)
11 
12**Option 2: IT Help**
13If self-service doesn't work:
14- Email: it-support@company.com
15- Slack: #it-help
16- Phone: ext. 1234
17 
18**Note:** Password reset links expire in 24 hours.
19 
20Is there anything else I can help with?

1Employee: What's our health insurance coverage?
2 
3Bot: Here's an overview of our health insurance:
4 
5**Plans Available:**
6| Plan | Monthly Premium | Deductible |
7|------|-----------------|------------|
8| Basic | $150 | $2,000 |
9| Standard | $250 | $1,000 |
10| Premium | $350 | $500 |
11 
12**Coverage Includes:**
13✅ Medical & Hospital
14✅ Prescription drugs
15✅ Mental health
16✅ Vision (Standard & Premium)
17✅ Dental (Premium only)
18 
19**Key Dates:**
20- Open enrollment: November 1-15
21- Changes effective: January 1
22 
23**Full Details:**
24See Benefits Guide: [link]
25Or contact: benefits@company.com
26 
27Want me to explain how to add dependents?

1Employee: I'm having issues with my manager and need 
2to file a complaint.
3 
4Bot: I understand this is a sensitive matter, and I 
5want to make sure you get proper support.
6 
7For workplace concerns, please contact:
8 
9**HR Business Partner:**
10- Sarah Johnson: sarah.j@company.com
11- Confidential hotline: 1-800-XXX-XXXX
12 
13**Options Available:**
141. Schedule confidential meeting with HR
152. Use anonymous reporting tool: [link]
163. Contact Employee Assistance Program (EAP)
17 
18All concerns are taken seriously and handled 
19confidentially per our Non-Retaliation Policy.
20 
21Would you like me to provide information about 
22our complaint process?
23 
24---
25*This is a sensitive topic. I've notified HR that 
26someone may need support (no details shared).*

11. Create Slack App:
2   - Go to api.slack.com/apps
3   - Create New App → From scratch
4   - Name: "HR Assistant"
5   
62. Configure Bot:
7   - OAuth & Permissions
8   - Add scopes: chat:write, app_mentions:read
9   - Install to workspace
10   
113. Event Subscriptions:
12   - Enable events
13   - Subscribe to: app_mention, message.channels
14   
154. Connect to Make.com:
16   - Create webhook trigger
17   - Use Slack module for responses

1Channel: #ask-hr
2 
3Employee: @HR-Bot what's the expense limit for meals?
4 
5HR-Bot: 
6━━━━━━━━━━━━━━━━━━━━━━━━━━━━
7📋 Expense Policy - Meals
8 
9**Per Meal Limits:**
10• Breakfast: $20
11• Lunch: $30
12• Dinner: $50
13 
14**Requirements:**
15• Receipt required for all meals
16• Business purpose must be noted
17• Client meals: Pre-approval for >$100
18 
19📎 Full Policy: [Expense Guidelines]
20━━━━━━━━━━━━━━━━━━━━━━━━━━━━
21 
22Was this helpful? React with ✅ or let me know 
23if you need more details.

1Slack Channels:
2├── #ask-hr → HR-related questions
3├── #ask-it → IT support questions
4├── #ask-finance → Finance/expense questions
5└── #ask-general → General company questions
6 
7Bot Configuration:
8- Each channel has specialized knowledge
9- Route based on channel context
10- Escalate to respective teams

1Metrics Dashboard:
2 
3USAGE (This Month)
4├── Total questions: 456
5├── Unique employees: 89
6├── Avg questions/day: 15
7└── Peak time: 9-10 AM
8 
9RESOLUTION
10├── Answered by bot: 82%
11├── Escalated to human: 18%
12├── Avg response time: 5 seconds
13└── Satisfaction rating: 4.6/5
14 
15TOP CATEGORIES
16├── Time Off: 23%
17├── IT Password: 18%
18├── Benefits: 15%
19├── Expenses: 12%
20└── Other: 32%
21 
22GAPS (Unanswered Questions)
23├── "How do I change my emergency contact?" (12x)
24├── "What's the paternity leave policy?" (8x)
25├── "How to order business cards?" (6x)
26└── [Add these to knowledge base]

1Weekly Review Process:
2 
31. Export unanswered questions
42. Categorize:
5   ├── Need to add to KB
6   ├── Need human answer
7   └── Out of scope
83. Update knowledge base
94. Retrain bot if needed
105. Monitor accuracy
11 
12Monthly:
13├── Full accuracy audit
14├── Employee feedback survey
15├── Update outdated policies
16└── Add new use cases

1Security Measures:
2 
31. Access Control
4   - Only employees can access bot
5   - SSO integration
6   - Role-based information
7 
82. Data Handling
9   - No PII storage in bot
10   - Conversations not logged permanently
11   - Sensitive queries flagged
12 
133. Information Boundaries
14   ├── ✅ General policies
15   ├── ✅ Process guides
16   ├── ❌ Individual salaries
17   ├── ❌ Performance reviews
18   └── ❌ Personal employee data

1Auto-escalate topics:
2├── Harassment complaints
3├── Discrimination concerns
4├── Medical/health issues
5├── Legal questions
6├── Salary discussions
7├── Termination inquiries
8└── Whistleblower matters
9 
10Bot response for sensitive topics:
11"This is a sensitive matter that requires human 
12attention. I'm connecting you with HR directly.
13 
14In the meantime:
15- Confidential hotline: 1-800-XXX-XXXX
16- HR email: hr@company.com
17- EAP support: eap.company.com
18 
19Your privacy is protected, and all concerns are 
20handled confidentially."

1□ Knowledge base complete
2  □ HR policies uploaded
3  □ IT guides uploaded
4  □ Benefits info uploaded
5  □ Company info added
6 
7□ Bot configuration
8  □ Instructions finalized
9  □ Escalation paths set
10  □ Test all common questions
11  □ Edge cases handled
12 
13□ Integration setup
14  □ Slack/Teams connected
15  □ Webhooks configured
16  □ Notifications working
17 
18□ Security review
19  □ Access controls set
20  □ Sensitive topics flagged
21  □ Data handling compliant

1Subject: Introducing [Bot Name] - Your HR & IT Assistant!
2 
3Hi Team,
4 
5We're excited to launch [Bot Name], your new AI 
6assistant for HR and IT questions!
7 
8**What it can help with:**
9✅ Time off & benefits questions
10✅ IT support & password issues
11✅ Company policies & procedures
12✅ Expense & process guidance
13 
14**How to use:**
15- Slack: Message #ask-hr or @BotName
16- Web: [intranet.company.com/assistant]
17 
18**Example questions:**
19- "How do I request time off?"
20- "What's the WiFi password?"
21- "Who do I contact for laptop issues?"
22 
23The bot is available 24/7 and provides instant answers!
24For complex issues, it will connect you to the right team.
25 
26Questions about the bot? Contact: hr@company.com
27 
28Best,
29HR Team

1Week 1:
2├── Monitor all conversations
3├── Fix any errors immediately
4├── Gather quick feedback
5└── Adjust responses as needed
6 
7Week 2-4:
8├── Weekly accuracy review
9├── Add missing knowledge
10├── Employee feedback survey
11└── Calculate ROI
12 
13Ongoing:
14├── Monthly knowledge update
15├── Quarterly full audit
16├── Annual comprehensive review
17└── Continuous improvement

11. Create document structure
22. Write 5 policy documents:
3   - Time off
4   - Expenses
5   - Remote work
6   - IT password reset
7   - Benefits overview
83. Format for AI consumption

11. Choose platform (Chatbase or Custom GPT)
22. Upload knowledge documents
33. Write instructions/system prompt
44. Test with 10 common questions
55. Refine based on results

11. Create Slack app
22. Connect to bot backend
33. Set up #ask-hr channel
44. Test end-to-end
55. Write launch announcement