Help resolve tuition requests agentic workflow for Now Assist for HRSD
Summarize
Summary of Help resolve tuition requests agentic workflow for Now Assist for HRSD
The Help resolve tuition requests agentic workflow in Now Assist for HRSD streamlines the resolution of tuition reimbursement cases by automating information collection, policy validation, and case evaluation. This workflow accelerates the mean time to repair (MTTR) for cases requiring validation against company tuition reimbursement policies.
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To access this workflow, navigate to All > AI Agent Studio > Overview, then select Agentic workflows > Help resolve tuition requests. The workflow includes defining key requirements, setting triggers, and enabling the Now Assist panel for UI display.
AI Agents Involved
The workflow utilizes several specialized AI agents to handle different aspects of tuition reimbursement cases:
- Tuition reimbursement policy based HR case evaluation AI agent: Evaluates case details against company policy.
- Tuition reimbursement case closure AI agent: Adds resolution notes and transitions the case to awaiting approval or closed status.
- Tuition reimbursement preapproval task generation AI agent: Checks for manager approval of pre-approval requests or creates new pre-approval tasks as needed.
Triggers
The workflow initiates when a case is assigned and in the Ready or Work In Progress (WIP) state. Key triggers include:
- Manager approval or rejection of a tuition reimbursement pre-approval case.
- Creation or update of a tuition reimbursement pre-approval case by an employee.
Now Assist Panel Display
Enabling the Now Assist panel display within the workflow provides real-time notifications and output from AI agents directly to HR agents. This allows HR agents to promptly review AI-generated case resolutions and summary notes, enhancing case handling efficiency.
Use the Help resolve tuition requests agentic workflow for faster mean time to repair (MTTR) cases that require validation based on policies that are built for tuition reimbursement.
Help resolve tuition requests overview
The Help resolve tuition requests agentic workflow can help to collect requested information, check all the policy content, and evaluate the information to resolve a case.
- Navigate to .
- Select .
The Define key requirements workflow is displayed. For more information, see Help resolve tuition requests AI agents.
- Select Add a preferred trigger to review the trigger factors for this agentic workflow. For more information, see Triggers for the Help resolve tuition requests agentic workflow.
- The Select a UI display option enables the Now Assist panel. For more information, see Select display.
Help resolve tuition requests AI agents
| AI agent | Description |
|---|---|
| Tuition reimbursement policy based HR case evaluation AI agent | Evaluates the HR case details against the company policy. |
| Tuition reimbursement case closure AI agent | Adds work notes with the resolution steps taken and moves the case to awaiting approval/close complete. |
| Tuition reimbursement preapproval task generation AI agent | Checks if the manager has approved a pre-approval request or creates a new pre-approval request. |
Triggers for the Help resolve tuition requests agentic workflow
| Trigger | Description |
|---|---|
| Manager approves/rejects tuition reimbursement pre-approval case | The workflow is triggered when the employee's manager approves or rejects the pre-approval request for tuition reimbursement. |
| Tuition Reimbursement Pre- Approval Case Created/Updated | The workflow is triggered when the case is created (employee submits the request) or when the case is updated. |
Select display
In the Select a UI display workflow, you can enable the Now Assist panel display, which sends notifications to HR agents for the triggered case. When the Now Assist panel option is enabled, the AI agent output or notifications are displayed in the Now Assist panel.
Select this option to receive and review notifications by AI agents in the Now Assist panel. AI agents notify HR agents in the Now Assist panel with the case resolution and summarization notes.