---
schema_version: "1"
id: 53785bed03d617e735fc3612d5fd0c597991e504eb84a89672f54dc524986a22
title: AI Agent for Offboarding Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_agentforce_superagent_offboardingassistance.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_agentforce_superagent_offboardingassistance.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 13ad9b781c362a712ced3a8ed4bde63852fab01fb7e14226b06f9f55e42744f1
description: Offboarding Assistance is a conversational specialized AI agent that helps managers initiate employee offboarding processes. Use this agent to create offboarding requests for departing employees and capture administrative details to trigger the offboarding workflow. This agent handles the primary intake for employee departures.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# AI Agent for Offboarding Management

Offboarding Assistance is a conversational specialized AI agent that helps managers initiate employee offboarding processes. Use this agent to create offboarding requests for departing employees and capture administrative details to trigger the offboarding workflow. This agent handles the primary intake for employee departures.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service.</td></tr></tbody></table>

## 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.

- [Offboard Employee](https://help.salesforce.com/s/articleView?id=service.it_srvcs_rqst_mgmt_sci_emp_lfcycl_offbrd_emp.htm&type=5&language=en_US)

## Agent Actions

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

- [Answer Questions with Knowledge](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_answrplcyquestion.htm&type=5&language=en_US)
- [Get Eligible Service Catalog Items](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getelgblesrvcecatalogitems.htm&type=5&language=en_US)
- [Execute Service Catalog Item Flow](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_executeservicecatalogitemflow.htm&type=5&language=en_US)
- [Get Product Launch Card](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_getproductlaunchcard.htm&type=5&language=en_US)
- [Create Incident For Employee](https://help.salesforce.com/s/articleView?id=ai.agent_ref_it_srvcs_createincidentforemployee.htm&type=5&language=en_US)

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_example.png)

Example

Initiating offboarding for a departing employee

Scenario: Manager Catherine needs to start the offboarding process for a team member who resigned.

- Catherine: I need to start the offboarding process for Thomas Anderson. His last day is April 30th.
- AI Agent: I can create that offboarding request. To confirm before I proceed, what is Thomas's employee ID, and is this a resignation or termination?
- Catherine: His employee ID is EMP-4829, and this is a resignation.
- AI Agent: The offboarding request has been created for Thomas Anderson (EMP-4829) with a separation date of April 30, 2026. The workflow has been initiated and will coordinate asset recovery, access revocation, and exit procedures. You'll receive a checklist of manager responsibilities via email within 1 hour.