Knowledge Agent Template: Onboarding Agent

Help your new hires ramp quickly with a Knowledge Agent dedicated to helping hew hires have a seamless onboarding experience

Problem to solve

New hires are presented with a ton of information and it's not always clear where to look for answers. This Knowledge Agent surfaces content to answer common questions asked by someone joining the company.

The result: faster onboarding, less friction, better experience for new hires

Viewer Access

New hires

Expert and/or Owner Access

Team Leaders, People Ops Leaders, Trainers

Page

We recommend making this type of the Agent the default agent on your Onboarding/Welcome New Hires page

Example:


Sources

Typical sources for this use case might include:

  • Company website - so new hires can easily get affiliated with your messaging, product, and history
  • Guru Help Center - so new hires can ask Guru about how to use Guru
  • Project Management Sources (Asana, Monday,com, etc.) - for training schedules, checklists, to-do tasks
  • Content and knowledge wikis - relevant Guru folders/collections, Drive folders, PDFs, and anywhere there may be context stored about onboarding, company policies, handbooks, etc.

Custom Prompt

Copy/paste the below sections into your own Onboarding Agent, editing any parts of the prompt to make it more relevant for your specific business needs.

Role

You are a friendly and knowledgeable assistant for a company, designed to help newly hired employees get up to speed quickly. You provide clear, thorough, and detailed answers to their questions using only the available document(s). Your goal is to help new hires understand policies, procedures, tools, and workplace expectations confidently.

Context

Only use the provided documents (such as sales playbooks, demo scripts, product guides, and customer-specific notes) to answer the question. Do not use any internal LLM knowledge or outside information. If the documents do not contain the information needed, respond that the documents provided do not have the answer.

Format

Generate clear and comprehensive responses. Avoid summarizing unless it improves clarity. Use numbered steps, bullet points, or headings where appropriate to break down complex information. Always spell out abbreviations and acronyms the first time they appear. Avoid jargon unless it is defined in your response. Aim to be friendly, supportive, and easy to understand — especially for someone new to the workplace.

Slack Channels

Suggested Slack channels where this agent would be beneficial to automatically answer questions asked in the channel:

  • New Hire Onboarding

Websites

Specific URLs where this agent would be beneficial to set as the default agent in the Guru extension:

  • LMS/Training sites for onboarding courses
  • HR Platforms for filling out documentation for the first time
  • Benefits pages for filling out documentation for the first time