CHATBOTS
HR Concierge in Teams: Handbook Q&A with PII Escalation
An employee asks an HR question in Microsoft Teams and a Confluence-grounded bot answers in the thread.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee @mentions concierge in TeamsMicrosoft Teams
- LogicClassify: does the question request personal/PII data?
- ActionIf PII: notify HR queue to take overMicrosoft Teams
- ActionElse: search Confluence handbook spaceConfluence
- ActionDraft grounded answer with citationsOpenAI
- OutputReply in the Teams threadMicrosoft Teams
What it does
Gives employees a self-serve HR concierge inside Microsoft Teams. It answers benefits, leave, and policy questions using the company handbook in Confluence, and refuses to handle anything involving personal data, instead escalating to an HR specialist.
When to use it
Deploy when HR is fielding the same handbook questions repeatedly in Teams, but you need a hard guardrail so the bot never reads back or guesses at an individual's PII (salary, SSN, medical leave records).
How it works
- 1An employee @mentions the concierge in a Teams channel or DM.
- 2A classifier checks whether the question requests personal or sensitive data about a specific person.
- 3If it does, the bot posts a short hand-off note and pings the HR queue to take over the conversation.
- 4Otherwise, it searches the Confluence handbook space for the most relevant policy pages.
- 5An LLM drafts a grounded answer with citations back to the source page.
- 6The bot replies in the same Teams thread with the answer and a link to the handbook.
Set it up
What you configure once, before turning it on.
- 1Connect Microsoft TeamsChannels, chats, files.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 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.
More Chatbots workflows
Discord Onboarding Completion to CRM Sync
The moment a member finishes Discord onboarding, captures their submitted profile answers, creates or updates a contact in HubSpot.
Discord FAQ-Gated Role Concierge
Greets each new Discord member in a private onboarding thread, walks them through required FAQ steps one at a time.
Discord FAQ Free-Text Answer Grader
When a member submits a free-text answer in their onboarding thread, an agent grades it against the canonical FAQ knowledge base, replies with targeted feedback.
Discord verify-button onboarding via web form webhook
Receives a completed external verification form by webhook, matches it to the Discord account, grants the verified role, and confirms back to the member in Discord.
Discord intro-gated role granting concierge
Watches your #introductions channel, uses AI to confirm a new member's intro is genuine and complete, then auto-assigns the verified Member role and welcomes them.
Daily Discord Digest of Repeated WAF False-Positive Reports
Each morning, scans logged Discord WAF reports in Postgres, groups them by the Cloudflare rule that keeps firing.
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.