Bots assistance

Bots can be used to assist in real-time problem-solving AI. Admins can leverage pre-built AI bots for common queries based on various departments, including Finance, HR, IT, Legal, and Operations, or create custom bots tailored to particular needs across various departments.

Default bots with their functionalities are stated below:

Bots | Fields

Label	Description
Finance	Offers instant access to comprehensive information topics on company policies and procedures, including financial management, expense reimbursements, accounts payable/receivable, credit & collection, cash handling & management, purchasing & procurement, financial reporting & compliance, tax Assistance, and even payroll.
HR Assistant	The HR Assistance Bot provides instant access to all your company's HR policies and procedures, including the Employee Handbook, EEO policy, anti-harassment and anti-discrimination policies, code of conduct, workplace safety, attendance, leave, performance management, compensation, privacy, social media, termination, training, remote work, travel, expenses, and even dress code topics.
IT Assistance	The IT Assistance Bot provides instant access to information and support for essential policies and procedures, including security, data protection, network access, backup & recovery, equipment acquisition, BYOD, and remote work. Boost your productivity by getting quick answers and streamlining IT processes.
Legal Assistance	The Legal Assistance Bot provides instant access to all your company's legal documents and policies, including incorporation agreements, shareholder agreements, ethics code, contract management, intellectual property, litigation, regulatory compliance, confidentiality agreements, recordkeeping, and employment law. Get quick answers and avoid legal confusion.
OPs Assistance	The Operations Assistance Bot provides instant info on all your company's operational policies and procedures, including inventory management, quality control, data privacy, supply chain & vendor management, and facilities management. Get quick answers and streamline your day-to-day operations.

Note: Admins can customize default bots for specific departments to align with their terminology and compliance requirements.

Instructions to add Bot Assistance

• Navigate to Infraon configuration -> Bots -> Bots Assistance.

• At the top right corner of the page, click on “Create New Bot.”

• Add the necessary details.

Bots Configuration | Fields

Label	Description/ Example
Bot Name	Add a suitable to the respective created bot.
Description	Add a brief description of the bot.
Topics	Expand the bot's understanding by adding diverse and relevant topics to its content library. This will enable it to provide more accurate and informative responses.

Note: To ensure compatibility, please limit the uploads to plain text, PDF, or Microsoft Word files.

• Click on Validate to continue.

• Ensure the compliance of at least five bot responses by conducting a thorough review.

• Click to create the respective bot successfully.

Instructions to Initiate a Bot Assistance

• Navigate to any one of the default bot assistance and select on “Click to Initiate” option.

• Now attach the related content for the respective predefined topics. (This will enable Bot to provide more accurate and informative responses.)

• Click on Validate to continue.

• Ensure the compliance of at least five bot responses by conducting a thorough review.

• Click to initiate the respective bot successfully.