CHATBOTS
Life-Event Enrollment Concierge Agent in Teams
An agent-driven Teams concierge that handles a qualifying life event end to end — verifying eligibility against plan rules in Confluence, guiding the employee through choices.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee opens life-event chat in TeamsMicrosoft Teams
- ActionLook up eligibility rules in ConfluenceConfluence
- LogicAgent reasons over change window and optionsOpenAI
- ActionValidate selection against plan constraintsOpenAI
- ActionFile enrollment change task in mondaymonday.com
- OutputConfirm next steps in Teams chatMicrosoft Teams
What it does
Provides a conversational concierge in Teams for qualifying life events like a new baby, marriage, or address change. The agent runs a multi-turn dialogue: it confirms the event type and date, checks the change window and eligibility rules in your Confluence plan docs, walks the employee through their available coverage options, and once choices are made, files the enrollment change for HR to process in monday.
When to use it
When mid-year life-event changes are complex and error-prone, and a single Q&A reply isn't enough. Use it to give employees a guided, rules-aware experience that produces a clean, complete enrollment request for the HRIS team.
How it works
- 1An employee starts a life-event conversation with the concierge in Teams.
- 2The agent gathers the event type and date and looks up the applicable eligibility and deadline rules in Confluence.
- 3It reasons over the rules to determine the valid change window and presents the employee's coverage options conversationally.
- 4After the employee selects, the agent validates the selection against plan constraints, asking follow-ups as needed.
- 5It creates a complete enrollment change task in monday and confirms next steps and timing back in the Teams chat.
Set it up
What you configure once, before turning it on.
- 1Connect Microsoft TeamsChannels, chats, files.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect monday.comVisual work management for teams.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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