AI HR Business Partner Search Agent

How Cassidy automates HRBP support using AI

Step 1: Trigger on HRBP query

The Workflow activates when an HR Business Partner submits a question through Slack, Teams, or the HR portal—whether it's a policy lookup, ER scenario, or manager coaching request.

Step 2: Enrich with employee and organizational context

Cassidy pulls relevant attributes from your HRIS—country, state, exempt status, union coverage, job family, and reporting relationships—to scope the search to the right policies and jurisdictions.

Step 3: Search the Knowledge Base with policy hierarchy logic

Cassidy searches your curated HR Knowledge Base across handbooks, SOPs, CBAs, and jurisdictional addenda, applying hierarchy rules (local overrides regional overrides global) and surfacing any conflicts explicitly.

Step 4: Compose grounded answer with citations

The agent returns a concise answer with inline citations to the authoritative source, effective date, version, and applicable scope—giving HRBPs the documentation they need to advise with confidence.

Step 5: Recommend compliant next-best-actions

Based on the query type, Cassidy surfaces relevant ER playbooks, decision trees, or templated forms—and offers one-click options to open a case, initiate an approval workflow, or generate required documentation.

Step 6: Log for audit and governance

Every interaction is captured with a full audit trail—who searched, what was returned, and which actions were taken—ensuring compliance and enabling continuous knowledge governance.