Offboarding & Exit Agent AI Agent
Automate offboarding and exit formalities across Email, Web chat while improving offboarding TAT and reducing compliance risk.
Example: Offboarding Agent that manages exit checklists, asset recovery, and final settlement updates.
Talent Acquisition, Recruiting Ops, HR Ops, Employee Support
Careers page widget · WhatsApp deep link · Email · Inbound number · Teams/Slack
Secure actions, supervised handoff, and full audit trails.
Built for teams that need speed and control
Outcomes-first jobs your buyers care about
Send exit checklist
How: Shares tasks and timelines.
Outcome: Faster closure
Coordinate asset return
How: Schedules pickups and confirms handovers.
Outcome: Reduced asset loss
Handle final settlement
How: Shares settlement status and documents.
Outcome: Lower escalations
Capture exit feedback
How: Short exit survey with themes.
Outcome: Better retention insights
Step-by-step flow buyers expect to see
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1
Trigger: resignation
Exit process starts.
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2
Checklist
Tasks and owners assigned.
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3
Assets
Schedule pickups and approvals.
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4
Action
Settlement and docs.
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5
Exceptions
Pending clearances.
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6
Wrap-up
Exit confirmation.
Real scenarios with clear resolution paths
Agent: Your exit checklist is complete. Final settlement on 28th.
Agent: Please return your laptop by Friday.
Employee: My settlement seems wrong.
Agent: I will connect you to payroll.
Systems connected with secure actions
Systems of record
ATS, HRMS, CRM
Service stack
Ticketing, Knowledge base
Comms
Email, WhatsApp, Voice, Teams/Slack
Action tools
Calendar scheduling, Doc collection, Offer letters, HRMS, Asset tracking, Payroll
Enterprise readiness built in
What you will improve
Response rate
Replies to outreach or screening.
Screening completion
Candidates finishing screening.
Time-to-interview
Days from application to interview.
No-show rate
Missed interviews as a percent.
Time-to-offer
Days to issue offer after screening.
Offer acceptance
Offers accepted by candidates.
HR SLA
Time to resolve employee tickets.
Employee NPS
Employee satisfaction with HR support.
Flexible to your policies, tone, and tools
A phased rollout with clear deliverables
Discovery + call listening
- Workflow map and intent list
- SOP alignment and compliance notes
- Success metrics and QA plan
Pilot on 1 channel + 1 workflow
- Agent prompts and guardrails
- Test cases and failover scripts
- Live dashboard with baseline KPIs
Expand intents + integrate systems
- System actions and data sync
- Multi-channel coverage
- Supervisor playbooks
Optimize + scale
- Continuous QA coaching
- A/B tested prompts and flows
- Governance and reporting
Buyer objections, answered
How do you handle exceptions?
The agent routes exceptions to a human with full context, suggested next steps, and a clear disposition.
What happens when the agent is unsure?
It asks clarifying questions, consults the approved knowledge base, or escalates based on confidence thresholds.
Can we restrict what it can say or do?
Yes. Guardrails lock sensitive responses and require approvals for authenticated actions.
How are transcripts stored?
Transcripts and action logs are stored with retention controls and audit access.
How does handoff work with our CRM or ticketing?
The agent writes structured notes, tags, and next steps directly into your system of record.
What languages and accents are supported for voice?
Major Indian and global languages with configurable voice and accent options.
See this agent live on your workflow
See the agent live with your data, policies, and channels.
Deploy an AI-supervised agent for your highest-volume workflow.
We consult, design, build, and manage the agent end-to-end.