Onboarding Agent AI Agent
Automate new hire onboarding across Email, Web chat, WhatsApp while improving onboarding completion and reducing HR follow-ups.
Example: Onboarding Agent that guides new hires through checklists, access requests, and policy acknowledgements.
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
Share day-1 checklist
How: Sends onboarding tasks and deadlines.
Outcome: Faster ramp-up
Collect documents
How: ID proofs and forms via secure upload.
Outcome: Reduced delays
Provision access
How: Triggers IT access tickets.
Outcome: Smoother onboarding
Track completion
How: Reminders for incomplete tasks.
Outcome: Higher completion
Step-by-step flow buyers expect to see
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1
Trigger: offer accepted
Onboarding starts.
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2
Checklist
Send tasks and deadlines.
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3
Doc capture
Upload IDs and forms.
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4
Action
Create IT access tickets.
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5
Exceptions
Missing forms escalated.
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6
Wrap-up
Completion summary.
Real scenarios with clear resolution paths
Agent: Your onboarding checklist is complete. Welcome aboard!
Agent: We still need your PAN upload. Please submit today.
Employee: I cannot access email.
Agent: I will escalate to IT now.
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, IT ticketing, Document upload
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.