BambooHR AI-Powered Company Policies and Benefits Chatbot

Workflow Name

Key Features and Highlights

This workflow develops an AI-driven intelligent chatbot designed specifically to assist employees in quickly querying company policies, benefits information, and relevant contacts. It integrates BambooHR’s human resource information system data with OpenAI’s natural language processing capabilities. By leveraging a vector database for efficient retrieval of company documents and employee information, it enables intelligent Q&A and precise contact recommendations. The workflow supports multi-turn conversation memory and automatic error correction, enhancing the natural flow of interaction and the accuracy of information provided.

Core Problems Addressed

Difficulty for employees to quickly find accurate answers amid complex company policy documents.
Traditional HR systems are complicated to query and lack intelligent Q&A interfaces.
Incomplete contact information prevents employees from promptly identifying the appropriate consultation person.
Low efficiency in retrieving department and employee information, especially in large enterprises.

Application Scenarios

Internal employee self-service queries on company policies, benefit details, 401k plans, expense reimbursements, etc.
Rapid identification of relevant contacts or department supervisors to facilitate issue escalation and communication.
HR teams leverage the intelligent assistant to reduce repetitive query workload and improve service response speed.
Provide instant policy support during new employee onboarding and training.

Main Workflow Steps

Retrieve all company-related documents from BambooHR, filtering for PDF files categorized under “Company Files.”
Download and split document contents using a recursive text splitter to handle lengthy texts.
Generate text vector embeddings via OpenAI models and store them in the Supabase vector database (company_files), building an efficient and searchable knowledge base.
Employees initiate queries through a chat trigger, where the chatbot receives and classifies input as either “person name” or “department.”
Query the vector database for relevant policy information and invoke the employee lookup tool (employee_lookup_tool) to retrieve employee or department head details.
Utilize OpenAI chat models with memory buffers to enable multi-turn dialogue and contextual understanding, delivering precise and personalized responses.
Automatically call the employee lookup tool when contact information is incomplete or missing, sequentially searching for relevant contacts and supervisors, and recommending the best point of contact.
Output a structured and auto-corrected response, ensuring the accuracy and reliability of the information provided.

Involved Systems and Services

BambooHR: For obtaining employee information and company policy documents.
OpenAI API: Provides text embeddings, chat models, text classification, and information extraction capabilities.
Supabase Vector Store: Stores and retrieves vector-based policy document data.
n8n Custom Nodes: Implements text splitting, filtering, workflow control, and automation execution.

Target Users and Value

Corporate HR Teams: Reduce daily inquiry burdens through automated intelligent assistance.
Company Employees: Access accurate company policies and benefits information anytime, enhancing work efficiency.
New Employees and Management: Quickly understand company regulations to facilitate onboarding and informed decision-making.
Large Enterprises: Improve query response speed and accuracy when handling vast amounts of documents and personnel data.

By seamlessly integrating BambooHR and OpenAI technologies, this workflow creates an intelligent, efficient, and user-friendly HR policy and contact query assistant, significantly enhancing internal information flow and employee experience within enterprises.