# Policy & Handbook Q&A Agent

Canonical: https://synconai.com/ai-agents/policy-and-handbook-qa-agent

Type: Employee AI Agent for Salesforce · Category: Employee and internal ops · Status: Coming soon · Works with your team

An Agentforce Employee Agent that answers staff questions about company policy directly from the handbook and policy documents, quotes the clause it used, and hands off to the policy owner when the documents do not cover the question.

Outcome: Fewer repeat questions to HR and operations, with every answer traceable to a document.

- Works with: Employees, new hires, team leads
- Where: Slack (primary), Microsoft Teams if connected, Lightning Experience agent panel
- Runs on: Agentforce, Data Library on Data 360, Slack for Salesforce
- Best fit: Cross-industry, aimed at 10 to 200 person services firms

## How it works

- **Policy answers.** Policy questions answered from the library with a cited source.
- **Policy owner handoff.** Unanswered or personal questions logged and routed to the policy owner.
- **Sensitive topics.** Harassment, bullying, discrimination, whistleblowing and wellbeing. No policy summary, confidential contact given.

## The rules it follows

- Answer only from the Data Library. Never use general knowledge for policy.
- Never give legal advice or say what an employee is legally entitled to beyond the document text.
- Every answer must carry a document name. If the grounding result has no source, return the "not covered" message.
- Never reveal manager-only or salary information. Keep manager-only policies in a separate library that the agent does not use.

## What we need from you

- Agentforce, Data 360 and Slack for Salesforce licenses in the org.
- Current policy documents and one named owner per policy area.

## Not included

- Answering from policies that live only in email or chat.
- Legal interpretation of policies or local employment law.
- Multi-language policy documents.

## FAQ

### What does the Policy & Handbook Q&A Agent do?

An Agentforce Employee Agent that answers staff questions about company policy directly from the handbook and policy documents, quotes the clause it used, and hands off to the policy owner when the documents do not cover the question. Fewer repeat questions to HR and operations, with every answer traceable to a document.

### Which Salesforce products does it run on?

Agentforce, Data Library on Data 360, Slack for Salesforce. Confirm editions and licenses with your Salesforce account team.

### Where do people use it?

Slack (primary), Microsoft Teams if connected, Lightning Experience agent panel.

### What does it not do?

Answering from policies that live only in email or chat; Legal interpretation of policies or local employment law; Multi-language policy documents.

### Is there a demo?

Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.

Confirm editions and licenses with your Salesforce account team.

All agents: https://synconai.com/ai-agents
Contact: https://synconai.com/contact-us