How to Use Policy Assistant to Find Answers from Your Company Policies

Policy Assistant helps employees find answers to questions about your company’s policies without manually searching through documents. It searches the policy documents uploaded to your Teamflect environment and provides an answer based on the information it finds.

Each answer also includes a Learn More section with a link to the source document, so users can review the policy themselves.

Policy Assistant is available when your admin has enabled the Teamflect AI Agent and given you access.

An admin must upload company policies before Policy Assistant can use them to answer questions. To upload documents:

2. Open Knowledge Base and click Upload Documents. Select the policy documents you want Teamflect AI to use.

Only documents made available to the AI Agent can be used to answer policy questions.

For detailed instructions, see Upload Internal Documents to the Teamflect AI Knowledge Base.

Policy Assistant answers questions using your company’s uploaded policy documents.

Employees can ask questions such as:

Policy Assistant uses information from your uploaded policies to answer the question.

Every answer includes a Learn More section with a link to the source document.

Employees can use this link to review the original policy and verify the information provided.

Policy Assistant can only answer questions based on documents that have been uploaded to your company’s environment.

If no relevant policy documents have been uploaded, Policy Assistant cannot provide an answer based on those policies.

Policy Assistant searches your company’s own uploaded documents. One company’s documents are not used when answering questions for another company.

Policy Assistant provides a source document link with its answers so users can check the original policy.

Employees can ask questions about vacation, PTO (Paid Time Off), or other leave policies and quickly review the relevant policy document.

Employees can ask about remote work rules and use the source link to review the company’s official guidance.

Employees can ask questions about expense rules and check the source document for the full policy details.

HR teams can upload the employee handbook so employees can find answers to common workplace policy questions without manually searching through the document.

Keep your company policy documents up to date and make sure the documents employees need are uploaded to Teamflect. This helps Policy Assistant provide useful answers and gives employees access to the relevant source documents.

For the best results, regularly review uploaded policies when company rules or HR procedures change.