[CC9] Automate Onboarding: Create an AI Assistant for New Hires

[CC9] Automate Onboarding: Create an AI Assistant for New Hires

Introduction

New employees typically have numerous questions and need to quickly become familiar with the company to be productive within the first few weeks. Often, they spend unnecessary time trying to find passwords, company documentation, or even asking about the holiday policy. To address this, we can utilize an AI assistant trained on comprehensive company documentation.

Creating the AI Assistant

I've developed an AI assistant using Gotone into Chip by creating a new app, complete with a logo and brand color. Here’s a step-by-step guide on configuring the AI to streamline the onboarding experience:

1. Setup and Prompt Configuration
   In the setup, I assigned it the role of an expert recruitment assistant whose goal is to streamline the onboarding experience. The assistant is also trained to introduce itself appropriately and ask clarifying questions to better understand the needs before providing answers.

2. Onboarding Checklist
   The onboarding checklist with multiple stages—pre-boarding, day one, first week, first month, and ongoing support—is included in the prompt for the assistant. This information is vital and is embedded directly into the assistant's behavior model.

3. Document Distribution and Reference
   The assistant is also tasked with distributing necessary documents and referencing them as needed. It’s trained to be generally helpful and to support new employees by leveraging the provided documents.

Functionality and Interaction

To facilitate interaction, conversation starters help new employees quickly engage with the AI assistant. For instance, an employee asking, "Show me the onboarding checklist," will receive the checklist immediately. Following that, questions like "What's the holiday policy?" can be answered accurately by referencing the uploaded documents.

Here's how it works:

• Uploaded documents contain essential information, including the holiday policy.
• The AI assistant uses these documents to provide accurate responses, saving time and reducing the need for back-and-forth in communication channels like Slack.

Deployment and Monitoring

You can share the AI assistant via a URL, embed it into platforms like Microsoft Teams or Notion, or position it as a chat widget on websites. Additionally, monitoring features allow you to observe where employees might be getting stuck and how to improve the assistant's responses.

Keywords

• AI Assistant
• Onboarding
• Company Documentation
• Checklist
• Gotone into Chip
• Recruitment
• Microsoft Teams
• Notion

FAQ

1. What is the primary function of the AI assistant?
   The AI assistant is designed to streamline the onboarding process by providing quick access to company documentation, policies, and necessary information, thereby making new hires productive faster.

2. How is the AI assistant customized?
   The assistant is customized with a logo, brand color, and specific prompts, which includes assigning it a role and setting behavior rules.

3. What kind of documents should the assistant be trained on?
   The assistant should be trained on comprehensive company documentation, including an onboarding checklist, company policies, credentials information, and organizational charts.

4. How can employees interact with the AI assistant?
   Employees can interact with pre-defined conversation starters, such as "Show me the onboarding checklist” or “What’s the holiday policy?”

5. How can the AI assistant be deployed?
   It can be shared via a URL, embedded into company platforms like Microsoft Teams or Notion, or used as a chat widget on websites.

6. Can the assistant's performance be monitored?
   Yes, you can monitor the assistant through chat logs to see where employees get stuck and make necessary improvements.