Genisys HR agent

Client: Genysis Credit Union

In progress

Tasks

In progress7

Define HR use cases in scope

PTO, benefits, policies, and common HR questions

Ingest HR policy and benefits documents

Load handbooks and policy docs into the knowledge base

Build the conversational HR assistant

Chat flow grounded in HR documentation

Handle sensitive data and access controls

Privacy guardrails for confidential HR information

Add escalation to a human HR contact

Route complex or sensitive cases to a person

Test, evaluate, and launch

Run evals, QA, then ship to the team

Generate HR questions (Claude)

Done1

Genisys HR files loaded

Details