Agentforce Hackathon Demo Video: Team Tech Muses

Summary

In this demo, Jennifer Lee from Angela Head Salesforce showcases an HR agent built using Agent Force for a fictional company, Visiting Nurse. The agent simplifies the onboarding process by helping new hires quickly find answers to HR-related questions such as company policies, vacation days, and onboarding steps. With capabilities like retrieving vacation days based on employee ID and accessing knowledge stored in PDFs, the agent streamlines administrative tasks. The demo highlights the use of Agent Force's HR Employee Service Assistant and custom flow actions, effectively speeding up onboarding and enhancing employee experience.

Takeaways

• 😀 The demo showcases an HR agent built using Agent Force for a fictional company called Visiting Nurse.
• 😀 The company used the agent to help new hires quickly become productive by answering HR-related questions.
• 😀 The HR agent assists with questions regarding company policy, vacation days, and onboarding steps for new employees.
• 😀 The agent can analyze and respond to specific queries like 'How do I take time off to vote?'
• 😀 If the agent requires more information to answer a query (e.g., employee ID for vacation days), it prompts the user for additional details.
• 😀 The agent retrieves and confirms vacation days by using the employee ID to fetch data from internal records.
• 😀 When asked about FMLA policies, the agent refers users to an HR specialist for more detailed information.
• 😀 The agent can provide personalized onboarding steps based on the user's details, such as employee name and ID.
• 😀 Behind the scenes, the agent uses various predefined knowledge sections and custom actions (e.g., invoking a flow to get vacation days).
• 😀 The demo highlights the integration of knowledge-based actions and custom workflows, showcasing the flexibility of the Agent Force platform.

Q & A

What is the purpose of the HR agent built with Agent Force in the Visiting Nurse company?

The HR agent is designed to streamline the onboarding process for new hires by answering HR-related questions, such as policies, vacation days, and other onboarding steps, helping new employees become productive faster.

How does the HR agent respond when asked about the policy for taking time off to vote?

The HR agent analyzes the request and provides the information that employees can vote before or after work, but may need to take PTO (paid time off) to vote.

What additional information does the HR agent require to provide the number of vacation days available?

The HR agent requires the employee's ID to access the information about the employee’s available vacation days.

How does the HR agent determine the number of vacation days an employee has?

Once the employee provides their ID, the HR agent retrieves the number of vacation days available by analyzing the data linked to that ID.

What does the HR agent do if it does not have enough information to answer a question?

If the HR agent does not have enough information, it either asks for additional details (like the employee's ID) or directs the user to connect with an HR specialist for further assistance.

What happens when the HR agent is asked about the FML policy?

If the HR agent does not have enough information to answer about the FML policy, it prompts the user to connect with an HR specialist for more details.

How does the HR agent handle requests about onboarding steps?

When a new hire asks about onboarding steps, the HR agent analyzes the request, and provides personalized onboarding steps based on the employee’s information (e.g., employee ID) and their onboarding week.

What technology or features are used behind the scenes to process the HR agent’s responses?

Behind the scenes, the HR agent uses topics and actions within Agent Force, including invoking standard actions like answering questions with knowledge or using custom flow actions to retrieve specific information, such as vacation days, based on employee IDs.

How does the HR agent use the information in PDF files to answer questions?

The HR agent searches through uploaded PDF files containing relevant company policies and information to come up with accurate responses to the employee’s questions.

What is the significance of the 'auto launch flow' in the HR agent's functionality?

The 'auto launch flow' allows the HR agent to trigger a custom flow action, such as gathering employee-specific data (like vacation days) by using the employee ID and returning the necessary information in real-time.