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Staff policy helpdesk
Answers staff questions about leave, expenses and procedures from your own policies, and routes the sensitive ones to a person.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
In a firm of 400 people across four offices, the same questions about leave, expenses and procedures land on managers and the people team every week. The answers are in documents nobody can find.
How it works
- Learns from your staff handbook, policies and procedures
- Answers in chat or by email, quoting the policy and section
- Keeps itself current when a policy document changes
- Routes anything personal, like a complaint or a health matter, straight to the people team
- Shows the people team which questions come up most, so the handbook can be improved
What it connects to
- Sofia (consultant)Can I claim mileage for driving to a client site?
- AgentYes. Driving your own car to a client site is claimable at 70 cents a mile under section 4 of the expense and travel policy. Log it in the expenses app with the engagement code and the miles.
- Sofia (consultant)What if I go straight there from home?
- AgentThen you claim only the distance beyond your normal commute to your home office. If the engagement is rebillable, the code puts it on the client's invoice at cost. Want me to send you the policy page?
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Expense and travel policy desk
Answers staff questions about flights, hotels, meals and rebillable costs from your expense and travel policy, before the money is spent.
Overdue invoice chaser
Works through overdue client invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Supplier inbox triage
Sorts the accounts payable inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
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