Employee AI Assistant: Complete Guide
Your team has questions about time off, benefits, and expenses; the Employee AI Assistant answers those questions in Slack using your own HR documents, so employees get answers to your policy quickly and automatically.
What You Need
- Admin access to the CultureBot web app
- Your HR documents saved as PDFs, such as an employee handbook, benefits summary, or FAQ
Please note: the Employee Assistant is enabled per workspace. If you do not see it in the web app, contact support.
How to Set It Up
Open the web app and click Employee Assistant. There are three tabs: Activity, Settings, and Try it.
- Upload Your Documents: Go to Settings, open Training materials, and upload your PDFs. Each document shows Processing while it is being read, then Ready. Only Ready documents are used for answers.
- Choose What Employees Can See: Each document has a visibility toggle. Turn it on and the document is listed under Available Company Documents on the CultureBot Home tab in Slack, where employees can download it. Leave it off and the assistant still answers from it quietly.
- Write Your Fallback Message: Open Assistant messages and set what employees see when the assistant cannot answer. Send them to a real person by name or team.
- Add Hot Keywords: Open Hot keywords and add words that should never receive an AI answer, such as harassment or legal. Any question containing one is redirected to your HR team instead. Create Customizable Responses in AI Assistant covers both messages in detail.
- Test Before You Announce It: Open the Try it tab and ask a few questions your team actually asks. Answers here come from the same documents employees will see.
How Employees Ask Questions
Employees open CultureBot in Slack, go to the Messages tab, and ask in plain language. The assistant replies with an answer and lists the documents it used. When it cannot find an answer, it sends your fallback message rather than guessing.
Reading the Reporting
The Activity tab reports Questions asked, Successfully answered, and Success rate for the date range you pick.
Scroll down for every question your employees have asked and the answer each one received. You can search the list, filter it to only the questions the assistant could not answer, and export it to CSV. Analyze themes summarizes what people keep asking about.
The unanswered questions can be incredibly useful, showing gaps in the documents you've uploaded, or feedback for how employees are wording their questions differently than your documents support.