Category: Automation & Flows · View source ↗
Prompt
Build a new-hire intent whose whole job is complete intake: gather every checklist field in
one conversation so the onboarding ticket never bounces back with "what's their start date?".
This intent does NOT deflect — it makes the ticket dispatch-ready on arrival. Building intents
is admin-only; if you can't, degrade to a complete written spec for an admin to apply.
Design the intent to this spec:
- Trigger phrases (adapt to real ticket language): "new hire starting", "new employee",
"onboard a new user", "set up a new user", "new starter", "we hired someone", "need
accounts for a new person", "new team member starting Monday", "add a user", "employee
starting next week". Near-miss watch: "add a user to <distribution list>" belongs to the
access-request intent, not this one.
- Arguments (the checklist): full name + personal/manager contact for credential delivery;
start date (drives urgency and licensing timing); job title / department / manager (drives
group memberships and mirroring); "model after" existing user if the client works that way
(<user>); equipment needed (laptop/desktop/phone) and work location; applications and
licenses beyond the standard stack; who approved the hire (authorization anchor).
- Reply flow: collect the arguments; confirm the full summary back to the requester; create
the ticket with every field in a structured plain-text block and route to the client's
onboarding board/workflow; reply with what happens next and that the assigned technician
will confirm timelines — do not promise a completion date.
- Handoff rule: account creation, licensing, and hardware are always human/workflow actions —
the intent only performs intake. If the requester asks for credentials in-chat, state they
will be delivered through the client's secure method.
- Variation hooks (per client): differing checklist fields (badge/door access, LOB app
seats), standard hardware bundles, whether "model after user" is allowed, which board/flow
receives the ticket.
- Success metric: first-touch completeness — percentage of new-hire tickets reaching a
technician with zero follow-up questions. Deflection is not the goal here.
Steps:
1. List the existing intents — check for an existing new-user/onboarding intent; prefer
updating over a duplicate.
2. Search recent new-hire tickets; mine users' phrasing (triggers) and the
follow-up questions techs had to ask (those become arguments).
3. Draft the full spec (triggers, complete argument checklist, confirmation reply, routing
target, variations) plus a test plan (5 should-match, 3–5 should-not, incl. an access-
request near-miss). Show it before any write.
4. On explicit confirmation: create the intent, then set its variations.
5. Report what was created, restate the test plan, recommend activation only after tests pass.
Do NOT activate.
Guardrails: never design replies that deliver credentials in the conversation. Do not invent
the client's standard hardware, license stack, or onboarding SLA — placeholder anything
unknown and flag it before activation. Every argument adds friction; keep the checklist to
what the onboarding workflow genuinely consumes, push rarely-used fields into a variation.
Confirm before any write; ticket field block in plain text (PSA-safe, no markdown).