# Onboarding Concierge Agent

> An onboarding agent that answers new-hire questions from your company docs with citations, tracks the checklist, and escalates HR-sensitive questions to humans.

- **Category:** Onboarding & Enablement
- **Difficulty:** Intermediate
- **Setup time:** 40 min
- **Stacks:** Claude, LangGraph, OpenAI
- **Version:** 2.0.0 (updated 2026-06-21)
- **Source:** https://agent-kits.com/kit/onboarding-concierge

## Overview

Answers new-hire onboarding questions from your company documentation, with citations.

Tracks the onboarding checklist and points to the right resources.

Escalates HR-sensitive and personal matters to a human.

Defensive: never fabricates policy or benefits answers, and routes unknowns to HR or a manager.

## When to use it

- You want new hires to get fast, accurate answers from your onboarding docs.
- You want checklist tracking and resource pointers in one place.
- You want HR-sensitive questions escalated, not guessed.
- You want answers grounded in your materials with citations.

## When not to use it

- You want it to answer benefits/payroll specifics or HR matters — it escalates those.
- You have no onboarding documentation for it to answer from.
- You expect it to make commitments on the company's behalf.
- You can't route escalations to HR or managers.

## Architecture

- **Question intake** — Receives the new hire's question and the onboarding context.
- **Docs retrieval** — Finds the answer in the provided company/onboarding materials.
- **Cited answerer** — Answers from the docs with a citation, routing anything not covered to a human.
- **HR-sensitivity guard** — Detects compensation, benefits-eligibility, immigration, accommodations, and grievance matters and routes them to HR.
- **No-commitment gate** — Prevents approvals, promises, or commitments on the company's behalf.
- **Checklist tracker** — Tracks and updates the new hire's onboarding checklist and points to resources.
- **Escalation router** — Routes HR-sensitive, unknown, and personal questions to HR, the manager, or IT.

## Files in this bundle

- `system-prompt.md` — the agent's system prompt
- `tools.json` — tool/function definitions the agent expects
- `workflow.md` — step-by-step run loop
- `.env.example` — environment variables to fill in
- `kit.json` — full structured metadata
- `starters/` — minimal starter snippets
- `LICENSE` — Apache-2.0 (code, configuration, and schema)
- `LICENSE-CONTENT` — CC BY 4.0 (specification text and documentation)
- `NOTICE` — attribution and trademark notice
- `run.py` — **runnable demo**: real agent loop with mock tools (`pip install anthropic`, set `ANTHROPIC_API_KEY`, `python run.py`)
- `agentaz.json` / `agentaz.schema.json` — AgentAz™ governance spec + schema

## Implementation notes

- Answer only from the provided onboarding materials with a citation; inventing a policy, PTO, or benefits answer a new hire relies on can cause real problems and mistrust.
- Escalate HR-sensitive matters — compensation, benefits eligibility, visa/immigration, accommodations, complaints, conflicts — to HR with care rather than answering or guessing.
- Never make commitments on the company's behalf (approving time off, promising equipment or dates).
- Route anything not in the docs to HR or the manager with a clear, friendly handoff instead of fabricating an answer.
- Protect privacy: keep the new hire's data in scope and never expose other employees' personal information.
- Stay welcoming and supportive, but let accuracy and proper routing beat a confident guess.
- Sensitivity detection and routing judgment is what the strong model is for; a cheaper model can answer clear doc-based logistics.

## Variations

- **Basic — Onboarding Q&A:** Answers onboarding questions from your docs with citations and points to resources. Read-only.
- **Advanced — Concierge with guards:** Adds checklist tracking, HR-sensitivity escalation, no-commitment gating, and routing of unknowns to HR/managers.
- **Enterprise — Onboarding experience:** Adds knowledge-base and HRIS integration, role-based checklists, escalation workflows, privacy controls, and analytics on common questions.

## FAQ

**Will it make up a policy answer?**

No. It answers only from your onboarding materials and cites the source. If something like PTO accrual isn't in the docs, it says so and routes you to HR rather than guessing, because a wrong policy answer can mislead a new hire.

**How does it handle sensitive HR questions?**

It escalates them. Compensation specifics, benefits eligibility, visa/immigration, accommodations, complaints, or conflicts are routed to HR with a warm handoff. It won't advise on or try to resolve personal or sensitive matters itself.

**Can it approve my time off or promise equipment?**

No. It informs and points you to the right place, but it never approves time off, promises equipment or dates, or commits the company to anything — those are decisions for HR or your manager.

**Does it cite where answers come from?**

Yes. Every answer references the onboarding doc or section it came from, so you can verify it and know it's grounded in real company materials.

**Is my information private?**

Yes. It keeps your data in scope and never exposes other employees' personal information. Sensitive topics are handled by people, not surfaced in a chat answer.

**What does it actually help with day to day?**

Logistics and where-to-find: tool and account setup, the onboarding checklist, where to submit things, and pointers to resources — the common week-one questions — while routing anything HR-sensitive or undocumented to the right human.


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© 2026 AgentKits · www.agent-kits.com

**Open source.** Code, configuration, and the AgentAz™ schema are licensed under
**Apache-2.0**; specification text and documentation under **CC BY 4.0** (with
attribution to AgentKits, link to https://www.agent-kits.com). See LICENSE, LICENSE-CONTENT,
and NOTICE in this bundle. "AgentAz" and "AgentKits" are trademarks of AgentKits.

**Flagship reference blueprint.** View the source, AgentAz™ spec, and frozen v1.0 schema
in the public registry: https://github.com/agent-kits/agentaz
Original: https://agent-kits.com/kit/onboarding-concierge
