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.
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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