CHATBOTS
Agentic Benefits Concierge Across Confluence and Past Tickets
An agent in Teams resolves multi-step benefits questions by reasoning over the HR Confluence space and prior resolved questions in Postgres.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee asks a multi-part benefits question in TeamsMicrosoft Teams
- ActionAgent searches HR Confluence policy pagesConfluence
- ActionAgent queries prior resolved questions in PostgresPostgres
- LogicDecide: enough evidence vs. ask a clarifying question
- ActionSynthesize cited answer via OpenAIOpenAI
- OutputPost answer in Teams and log resolution to PostgresMicrosoft Teams
What it does
Handles harder, open-ended benefits questions that need more than one lookup. The agent decides whether to search Confluence policy pages, check how a similar question was resolved before (from a Postgres history table), or both, then synthesizes a single grounded answer in Teams.
When to use it
When employees ask layered questions ("I'm relocating mid-year and adding a dependent, what changes?") that a single retrieval can't cover. Use it when you want agent-driven reasoning that mirrors how an experienced HR rep chains sources.
How it works
- 1An employee asks a multi-part question in Teams.
- 2The agent plans which sources to consult based on the question.
- 3It searches the HR Confluence space for the relevant policy pages.
- 4It queries Postgres for previously resolved questions on the same topic to reuse vetted answers.
- 5The agent evaluates whether it has enough grounded evidence; if not, it asks a clarifying question in Teams.
- 6Once confident, it synthesizes a cited answer and posts it, then logs the resolution back to Postgres for reuse.
Set it up
What you configure once, before turning it on.
- 1Connect Microsoft TeamsChannels, chats, files.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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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