An HR help desk that is always open, and always consistent.
Your employees and managers get cited answers about policies, benefits, leave, conduct, and workplace rules, and questions that touch compliance are routed to the right policy and escalation path. Answers that used to take HR 1–2 days now take 1–2 minutes, so employees get what they need and your HR team handles fewer repeat questions.
- HR business partners and HR operations
- People managers across branches and regions
- New hires during onboarding
- Every employee with a policy question
Fewer HR tickets, faster answers for managers.
The assistant acts as an always-available internal help desk that answers questions about policies, benefits, leave, conduct expectations, and workplace rules, consistently across regions and business units.
Where HR questions overlap with regulated activity, such as personal trading, gifts, or outside business activities, it routes your employees to the relevant compliance policy and escalation path. The result is fewer HR tickets, faster answers for managers, and a cleaner audit trail of guidance.
- Onboard new hires with consistent guidance
- Help managers apply leave and PTO rules
- Answer code of conduct questions with pre-clearance steps
Copilot Chat
Internal
Ask your question and choose the location it applies to, or leave it on All. It answers from your handbook and HR policies with citations, and flags when a question needs HR or compliance.
Ask HRInternal
Family medical leave
Someone on my team needs two weeks off for a family medical issue. What leave are they eligible for, and what do I need to do?
All
They’re likely eligible for job-protected family and medical leave if they’ve worked here for at least 12 months and 1,250 hours in the past year.
What you need to do
- Ask them to submit a leave request in the HR portal
- HR sends the certification form within 5 business days
- Don’t ask about the diagnosis; HR handles medical details
Pay during leave
They can use accrued PTO first. State paid leave rules may also apply, and HR will confirm which ones.
From your documents to a sourced draft.
The assistant uses retrieval-augmented generation (RAG): it finds the relevant passages in the content you approve, then answers from them with citations your team can check.
Connect your HR library
Add employee handbooks, HR policies, benefits guides, PTO and leave policies, and codes of conduct.
Your employees ask
Your staff and managers ask their question in plain language, the way they would ask a colleague in HR.
Cited, consistent guidance
The assistant answers with citations and flags when a question needs HR or compliance, with the contact and escalation path.
What your team asks, and what comes back.
New hire guidance
The request. A new employee asks what training is required before speaking with clients and how to report suspicious activity.
What the assistant returns. The relevant onboarding information and the code of conduct reporting procedure, presented as a checklist with links.
Why it matters. Faster ramp-up and consistent escalation messaging, which is critical in regulated environments.
Management guidance
The request. A manager with employees in multiple jurisdictions asks how state leave rules interact with company PTO.
What the assistant returns. The leave policy, PTO rules, and benefits guide on pay continuation, with citations, plus a documentation list and an explanation the manager can share with the employee.
Why it matters. Fewer escalations, more consistency across managers, and better compliance with labor rules.
Code of conduct assistant
The request. An employee asks whether they can trade a security held by clients, or accept an invitation to a sporting event.
What the assistant returns. The code of conduct, gifts and entertainment thresholds, and the related HR policy, summarized as the applicable rules, any pre-clearance steps, and who to contact.
Why it matters. Fewer policy violations and clear answers.
Measurable time back, with the controls already in place.
More ways to put AI to work.
Compliance Operations
Policy reviews, regulatory change, and exam prep
See the solutionCustomer & Member Service
Accurate answers for your branch and contact-center staff
See the solutionCustomer Complaint Triage
Classify, route, and track complaints (UDAAP-aware)
See the solutionDiscover real uses for AI at your institution.
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Talk to us about Employee & HR Assistant
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AI HR assistant: FAQ
Straight answers for CIOs, CISOs, and compliance officers evaluating AI.
Talk to usWhat can your employees ask?
Questions about policies, benefits, leave, conduct expectations, and workplace rules. Answers come from your employee handbooks, HR policies, benefits guides, PTO and leave policies, and codes of conduct, and they are consistent across regions and business units.
How does it handle questions that overlap with compliance?
For regulated topics such as personal trading, gifts, and outside business activities, the assistant routes your employees to the relevant compliance policy and the escalation path, rather than giving an informal answer.
Can your managers use it for multi-state leave questions?
Yes. A manager can ask how state leave rules interact with company PTO. The assistant retrieves the leave policy, PTO rules, and benefits guide on pay continuation, cites them, and drafts both a documentation list and an explanation the manager can share with the employee.
Does this replace our HR team?
No. It answers routine questions so your HR team spends less time on repetitive tickets, and it keeps a clean audit trail of the guidance employees received. Complex or sensitive cases still go to HR.
Who can see employee questions?
Every prompt is logged, and access to the audit log is itself recorded. Personal details are redacted on the employee's device before a prompt reaches any model. See security & compliance.
Answer employee questions once, the same way everywhere.
Bring your handbook and benefits guides. We'll show you cited answers to real questions from your employees and managers, with compliance topics routed to the right policy.