AI & RAG
Personalized Enrollment Recommendation Agent
A chat-driven agent that interviews an employee about their needs, retrieves the matching plan rules from Confluence and Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee starts an enrollment advisor chat
- LogicAgent asks follow-ups to capture needs and budget
- ActionRetrieve plan rules and costs from ConfluenceConfluence
- ActionPull eligibility and FAQ context from NotionNotion
- ActionReason over evidence and rank plans with OpenAIOpenAI
- OutputReturn cited recommendation with runner-up comparison
What it does
Guides an employee through a short conversation about their situation (family size, expected care, risk tolerance) and recommends which benefits plan fits best. Every recommendation is grounded in the actual plan documents and includes the reasoning and a comparison against the next-best option.
When to use it
When employees freeze during open enrollment because they can't translate plan documents into a personal decision. Use it as a guided advisor that asks clarifying questions and explains tradeoffs rather than a one-shot Q&A bot. The agent decides what to ask and which documents to pull.
How it works
- 1An employee opens a chat session with the enrollment advisor.
- 2The agent asks follow-up questions to capture coverage needs and budget.
- 3It retrieves the relevant plan rules and cost details from Confluence.
- 4It pulls eligibility and FAQ context from Notion to fill gaps.
- 5The agent recommends a plan with a cited rationale and a brief comparison to the runner-up, returned in the chat.
Set it up
What you configure once, before turning it on.
- 1Connect ConfluenceSpaces, pages, blueprints.
- 2Connect NotionPages, databases, comments.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.