AI agents
AI assistant for employee work questions
The AI assistant for work questions is the part of CONTACT.WORK that helps your customer-facing employees. It tells an agent when their next shift starts and how much PTO they have left, takes a request for a day off or a shift swap, and sends it to the manager. It collects employee suggestions about their work and passes them on as a summary. If the audio drops or the softphone stops working, it helps find the cause, and if that fails, it opens a ticket with tech support.
Questionswap shifts on Friday?answeredScheduleOwen and Maria are freefoundRequestswap with Mikeby a managerDecisionagreedOlivia notifiedTools
What the AI assistant handles for you
You decide what the AI assistant resolves itself and what it passes to a manager.
Examples
Where the AI assistant saves employees time
Each area is turned on separately – most companies start where questions pile up the most.
Shifts, breaks, and requests
Weekly schedule, break times, PTO balance – the AI assistant pulls data from the schedule and your HR system, if they are connected. If a shift moves, it warns the employee, and it sends a reminder before each shift starts. Employees also tell it which days work for them or who they want to swap with, and the request goes to whoever builds the schedule.
- Shifts and breaks
- Changes and reminders
- Preferred days and swaps
Shiftnext – Thursday, 9 AM-6 PMfrom scheduleChangeshift on the 15th moved to the 16thnotifiedRemindershift in 1 hoursentRequestday off on the 20thpending approvalWhat gets in the way of serving customers
An awkward line in the script, a common customer question nobody has documented, a need to review tough calls – employees report it in the chat. The AI assistant asks for details, groups similar suggestions, and sends the manager a regular summary: what people suggest and how many are asking for it.
- Follow-up questions
- Similar items grouped
- Summary for the manager
Scriptawkward phrase in greeting5 peopleKnowledge baseno answer on installments3 peopleTrainingreview of tough calls2 peopleSummaryto department headsentHeadset, softphone, and access
Can't hear the customer, the softphone won't connect, no access to a section – the AI assistant walks the employee through troubleshooting step by step. If that doesn't help, it sends the issue to tech support with a description and shares the ticket number.
- Troubleshooting steps
- Tech support ticket
- Status by ticket number
Soundheadset reconnectedfixedSoftphonetroubleshooting steps sentdoneReport accessticket IT-2320waitingDropped callsdescription sent to IThanded offThis is the same AI assistant that suggests replies to employees during customer conversations: it knows who is asking and answers within that employee's role and permissions.
How it works
What the AI assistant relies on
Knowledge
Answers from your company documents
Policies, scheduling rules, and equipment guides go into the knowledge base in any format, and outdated versions are removed. Each answer names the document it is based on, so the employee can open it and check.
- Any file format
- Current versions only
- Source in every answer
Policiescustomer handlingup to dateSchedule rulesshift swaps and PTOconnectedEquipmentheadset and softphone checksconnectedSourcein every answershownSystems
Works with your software
Through an API or MCP, the AI assistant connects to the shift schedule, HR software, and ticketing system: it checks data, passes on requests and tickets, and looks up their status.
- Shift schedule
- HR software
- Ticketing system
Shift scheduleshifts, breaks, substitutesconnectedHR systemPTO and requestsconnectedTicket trackertickets and statusesconnectedMethodAPI or MCPyour choiceHandoff
Complex questions go to a manager
When a question needs a manager's decision or the AI assistant isn't sure of the answer, it goes with the full conversation to the shift supervisor, HR, or tech support. The employee gets the reply in the same place they asked.
- Full conversation
- Reply where they asked
- Answers added to the documents
Questionmove PTO to Julyneeds decisionHistoryfull chat and scheduledeliveredAnsweredsupervisor Annawithin 20 minStaffreply in the same chatreceivedLaunch
How we launch the AI assistant for employees
- 01QuestionsWe find out what agents and managers ask supervisors, HR, and tech support most often.
- 02DocumentsWe gather policies, scheduling rules, and headset guides, and remove outdated versions.
- 03SoftwareWe connect the shift schedule, HR software, and ticketing system through an API or MCP.
- 04ChannelsWe connect messaging apps, company email, and a widget on your intranet.
- 05PilotWe turn on the AI assistant in one department and compare its answers with reference answers.
- 06Company-wideWe add the remaining departments and add answers to new questions to the documents.
Requirements
What you'll need
- Documents
- Policies and guides – files or intranet pages
- Channels
- Telegram, WhatsApp, company email, intranet chat
- Systems
- Shift schedule, HR software, ticketing system with an open API
- Permissions
- Who can see which data and documents
- Model
- Cloud-based or on your own server
- Cost
- AI services at the provider's rates, setup in support hours
Preparation
What to figure out before launch
Q&A
Frequently asked questions
Why do we need it if we already have a knowledge base?
To find an answer in a knowledge base, you have to know where it is. With the AI assistant, employees just type a question in plain words – it finds the answer itself, and if action is needed, it opens a ticket.
Could an employee see someone else's data?
The AI assistant has the same permissions as the person asking: it shows schedules, PTO, and personal details only to that employee, and restricted documents only to people with access to them.
Will the AI assistant change the schedule itself?
No. It takes the request, finds who can cover for the employee, and sends everything for approval. Only the person who builds the schedule changes it.
How quickly does the AI assistant learn a new policy?
After you upload a new document, the AI assistant retrains. That takes anywhere from a couple of minutes to several hours, depending on how many changes there are and how powerful the training server is.
Can employees swap shifts through the AI assistant?
They can. The employee says when they can't work, the assistant finds coworkers willing to swap, and sends the arrangement for approval.
Does it answer the night shift?
It answers 24/7, so the night shift doesn't have to wait until morning to check the schedule or report a call issue.
Who approves PTO or a shift swap?
Whoever owns the schedule: the shift supervisor or department manager. The AI assistant puts the request together, checks the PTO balance and schedule conflicts, sends it for approval, and then lets the employee know the answer.
Can we run the AI assistant on our own server?
You can run everything on-premises: the platform, the documents, and an open-source model. Then conversations stay inside your company.
What software does the AI assistant work with?
Shift scheduling, HR records, ticketing, and any other software with an API.
How is the AI assistant priced?
Conversations are billed at the model provider's rates. When the model runs on your servers, there is no separate charge for conversations. Setup and software integrations are billed in support hours.
Glossary
Terms on this page
- Softphone
- A phone app that runs on a computer or in a browser. Learn more →
- Supervisor
- Leads a team of agents: watches the queue and quality, helps and coaches. Learn more →
- Knowledge base
- All answers, policies, and prices in one place – for agents and AI. Learn more →
- API (application programming interface)
- The way programs exchange data with each other without a person in the loop. Learn more →
- On-premises deployment
- The system runs on the company's own servers, not in the vendor's cloud. Learn more →
- MCP (Model Context Protocol)
- An open protocol that lets AI work with the data and actions of other systems. Learn more →
- Workforce management (WFM)
- Workload forecasts and agent shift schedules. Learn more →
- Escalation – passing an inquiry to the next level
- Passing a complex inquiry to a specialist at the next level. Learn more →
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