AI Agent for IT Policy Guidance

IT Policy Assistance is a conversational specialized AI agent that helps employees understand company IT policies and eligibility requirements. Use this agent to answer policy questions, clarify permission guidelines, determine eligibility for resources, and initiate policy exception requests. This agent provides guidance on internal IT policies and compliance.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.

Service Catalog Items

This specialized agent automatically uses these SCI templates to fulfill your request. You can configure additional service catalog item templates to support similar applications and request types.

Agent Actions

These actions run automatically during your conversation with the specialized agent.

Example

Checking eligibility for remote work equipment

Scenario: Brian wants to know if he's eligible to request a second monitor for his home office.

Brian: Am I eligible to request a second monitor for working from home? I'm a full-time remote employee.
AI Agent: I can check the policy for you. To confirm before I proceed, what is your job level and department?
Brian: I'm a Senior Software Engineer in the Platform Engineering department.
AI Agent: According to the remote work equipment policy, full-time remote employees at the Senior level and above are eligible for dual monitors. You can request a second monitor through the Hardware Request Assistance agent. The standard approved model is a 27 inch 4K display.