# Setup guide — Onboarding Concierge Agent

## 1. Install and connect docs

Install the agent and connect your onboarding materials.

```
pipx install onboarding-concierge
onboarding-concierge connect --docs ./onboarding --checklist ./checklist.yml
onboarding-concierge doctor
```

## 2. Configure guardrails

Answer-from-docs and HR escalation are enforced here.

```
cp .env.example .env
ANTHROPIC_API_KEY=sk-ant-...
ANSWER_FROM_DOCS_ONLY=true
ESCALATE_HR_SENSITIVE=true
ALLOW_COMMITMENTS=false
```

## 3. Set routing & sensitive topics

Define escalation paths and what counts as HR-sensitive.

```
# onboarding.yml
route: { hr: hr_team, manager: reporting_manager, it: it_helpdesk }
hr_sensitive: [compensation, benefits_eligibility, visa, accommodation, complaint]
```

## 4. Test on questions

Verify answers cite docs and sensitive items escalate.

```
onboarding-concierge run --q 'how do I set up VPN?' --explain
# prints cited answer + checklist update + routing (HR-sensitive -> escalate)
```

## 5. Wire into onboarding

Give new hires a concierge for week one.

```
# new hire question -> cited answer + checklist; HR-sensitive -> HR
```
