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            AI Agent for Onboarding Management

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            AI Agent for Onboarding Management

            Onboarding Assistance is a conversational specialized AI agent that helps managers initiate employee onboarding processes. Use this agent to create onboarding requests for new hires and capture preliminary data to begin the onboarding workflow. This agent handles the primary intake for new employees.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

            Service Catalog Items

            This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

            • Onboard Employee

            Agent Actions

            These actions run automatically during your conversation with the specialized agent.

            • Answer Questions with Knowledge
            • Get Eligible Service Catalog Items
            • Execute Service Catalog Item Flow
            • Get Product Launch Card
            • Create Incident For Employee
            Example
            Example

            Creating an onboarding request for a new hire

            Scenario: Hiring manager Paul needs to initiate onboarding for a new software engineer starting next month.

            • Paul: I need to start onboarding for our new hire, Jennifer Lee. She starts May 1st as a Senior Software Engineer.
            • AI Agent: I can create that onboarding request. To confirm before I proceed, what department will Jennifer be in, and does she need any specialized equipment or software?
            • Paul: She'll be in Platform Engineering, and she'll need a MacBook Pro and IntelliJ Ultimate license.
            • AI Agent: The onboarding request has been created for Jennifer Lee starting May 1, 2026, as a Senior Software Engineer in Platform Engineering. A MacBook Pro and IntelliJ Ultimate license have been noted for provisioning. The IT team will prepare her equipment and accounts, and you'll receive an onboarding coordinator assignment within 24 hours.
             
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