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            AI Actions for Policy Query Management

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            AI Actions for Policy Query Management

            Employees can access company policies, guidelines, benefits, and entitlements using Agentforce in a channel of their choice, such as the portal, Slack, or Teams. Get accurate information on allowances, limits, and policy requirements to make informed decisions.

            Required Editions

            Available in: Lightning Experience
            Available in: Unlimited and Enterprise editions with AI Agent for Employees add-on.

            Agentforce guides employees through querying the knowledge base, navigating policy requirements, and understanding entitlements and allowances to get accurate answers quickly.

            Answer Policy Questions

            Here's how an employee gets answers to company policy questions by using Agentforce. You can also see the action that's triggered in response to the employee's input.

            Instructions Example Utterance or User Input Agent response Standard Action Engaged
            Ask a question about a company policy so that the agent can search the relevant policy clauses and provide a personalized summary based on your context.
            • What is the company policy on remote work?
            • How many days of annual leave am I entitled to?
            • What is the expense reimbursement policy for travel?
            • What are the guidelines for requesting parental leave?

            The agent searches the relevant policy documents, summarizes the applicable policy clauses, and presents a personalized response based on the employee's context (for example, based on your role and location, you are entitled to 20 days of annual leave per year. Refer to the Leave Policy section 3.2 for full details).

            Note
            Note Policy information is based on the available policy documents and is personalized using the employee's context. For complex or sensitive policy queries, contact your HR team for further guidance.
            		 Answer Policy Questions
             
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