AI for Policy Guidance

Use AI voice agents connected to your internal policy documents, HR guidelines, or compliance manuals to provide employees or customers with accurate and consistent guidance.

AI for Policy Guidance

Key Advantages

Discover how our AI voice agents transform lead qualification

Consistent Information Delivery

Ensure everyone receives the same accurate interpretation of policies, reducing ambiguity.

24/7 Policy Access

Provide instant answers to policy questions anytime, without needing to wait for HR or specific departments.

Reduced HR/Support Queries

Automate responses to common questions about leave, benefits, procedures, or compliance.

Knowledge Base Driven

AI retrieves answers directly from uploaded policy documents, handbooks, and official guidelines.

Improved Compliance

Help ensure employees and customers are aware of and understand relevant policies and procedures.

Audit Trail

Maintain logs of inquiries and information provided for record-keeping purposes.

How AI Provides Policy Guidance

Connect AI agents to your repository of policy documents to enable instant, accurate answers via voice.

Upload Policy Documents

Add employee handbooks, compliance guides, procedural documents, etc., to the knowledge base.

Configure Policy Agent

Train the AI agent to understand policy-related questions and use RAG to find answers in the documents.

Define Access Control

Optionally restrict access to certain policy information based on caller identity or role (may require integration).

Deploy & Update

Make the agent accessible (e.g., internal phone line, website) and regularly update documents as policies change.

Connect to Your Information Hubs

Integrate with HRIS systems, intranets, document management systems, or knowledge bases.

HRIS Systems (Workday, BambooHR via API)
Document Management Systems (SharePoint, Google Drive)
Intranet Platforms
Knowledge Management Systems
Identity Providers (for access control)
Custom Databases
Zapier / Make

Frequently Asked Questions

The AI primarily retrieves and presents information directly stated in the documents. It generally avoids making interpretations. If a policy is unclear or the question requires interpretation, the AI should be configured to state the relevant policy section and advise contacting HR or the relevant department.

No. The AI should be strictly limited to providing information *about* the policies themselves. It should not offer legal, financial, or personal advice. Disclaimers should be included in the agent's script.

Access control might require integration with your identity management system (e.g., SSO). Calls might need to be authenticated, or the AI could route requests for sensitive information to specific, authorized personnel after initial identification.

The AI's knowledge is updated as soon as you upload the revised policy document to the platform and associate it with the agent. The speed depends on your internal process for updating and uploading documents.

Yes, the underlying natural language understanding models allow the AI to comprehend the intent behind questions even if they are phrased differently, as long as the core topic is covered in the knowledge base.

Absolutely. It can be used to answer customer questions about return policies, terms of service, privacy policies, community guidelines, etc., based on the documents you provide.

Ready to transform your operations?

Schedule a demo to see how our solutions work for your industry.