Employee Lifecycle
AI Employee Onboarding for Microsoft 365
Runs new-hire onboarding checklists, documents and first-week guidance, connected natively to Microsoft 365 so it reads and updates SharePoint, OneDrive, Outlook and…
Employee Lifecycle
AI Training Agent
Role-based training questions answered from your material instantly, with question activity tracked by person and role.
New hires ask the same training questions every week, and your best people lose time answering them. This agent answers role-based questions straight from the training material you approve, in the channel your team already uses, and hands anything it cannot answer to a person. You also see which topics people ask about, so you know where your training needs work.
- Instant answers from your approved training material only
- Questions it cannot answer handed to a real person
- Clear view of which topics staff ask about most
$3,400
20–30 working days
Optional maintenance $249/mo
What it is
AI Training Agent is a chatbot that answers role-based training questions strictly from the documents you approve, and tracks who has asked what so you can see completion patterns at a glance across your whole team. Anything outside your material is handed to a person.
Why businesses buy it
Training rarely fails for lack of material. It fails because people cannot find the answer when they need it, so they interrupt a colleague or guess. Both cost you. This agent gives every employee a patient, consistent answer at any hour, drawn only from documents you have approved, so nothing is made up. Managers get time back and onboarding feels smoother for new starters. The channel, material and topic areas are written on the Scope Card before you order, and answers are tested before launch.
Problems this solves
New starters ask the same questions over and over
The chatbot answers role-based training questions strictly from the documents you approve. It works in a website widget, Slack or Microsoft Teams, so new staff get answers where they already are.
Managers cannot see who is struggling with which material
It tracks who has asked what, so you can see completion patterns across your team at a glance. Gaps in your material show up as repeated questions.
Staff get confident but wrong answers from unofficial sources
Answers come only from your approved documents, up to 100 documents or 200 web pages. Anything outside that material is handed to a person through the agreed handoff route.
A good fit if
New hires and existing staff ask the same training questions repeatedly, and answering them by hand does not scale.
You already have training material, whether that is documents, an onboarding guide or a set of web pages, even if it needs organizing.
You want to see which topics people actually ask about, and some sense of who has engaged with training and who has not.
One channel, such as a website widget, Slack or Microsoft Teams, is where your team already looks for answers.
Not the right fit if
You need training programs delivered, assigned and tracked to completion. See AI Corporate Training Agent.
You need internal policy compliance checked against actual work, not training questions answered. See AI Compliance Assistant.
You need a live person delegated to, such as scheduling training sessions or chasing overdue completions. See AI Executive Assistant, or a custom workflow, quoted separately.
You need more than 100 documents or 200 pages of training material, or more than five topic areas. Add a note at checkout for a Change Quote, or use the Custom AI enquiry form for a larger rollout.
You need it to grade or certify staff on their answers. This build answers questions and tracks activity; formal certification is available as a custom build, quoted separately.
How it works
- Your training material is loaded, up to 100 documents or 200 web pages, organized against the up to five topic areas or role types you define.
- A person asks a question in the channel you set up, a website widget, Slack or Microsoft Teams, in their own words rather than a fixed menu.
- The answer comes only from your approved material. If the material does not cover the question, the agent says so and hands off rather than guessing.
- Handoff happens for anything outside scope. The question and context are passed to the email or helpdesk you connected, so a person can close the gap.
- Activity is tracked. Who asked what, and when, is logged, giving you a rough view of engagement and the topics people ask about most.
- Results are checked against 40 documented test questions before launch, so you can see accuracy before it goes live to your team.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- The documents or web pages the agent should learn from, organized by role or topic where possible.
- Your top 20 questions with the answers you want given, as a starting point for the wider material.
- Access to the email address or helpdesk that should receive questions it cannot answer.
- Access to your website, or your developer's help, to install the widget if that is your chosen channel.
- Your logo and brand colors if the widget should match your site.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can approve the material and topic areas during the build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, topic areas agreed.
Weeks 1–2
Material loaded and question handling built.
Week 3
Channel and handoff system connected.
Weeks 3–4
40 test questions run, results sent to you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $3,400 |
| Express | 15–25 working days | $4,000 |
| Rush | 10–20 working days | $4,600 |
What you receive at handover
- The AI Training Agent, live in one channel: a website widget, Slack or Microsoft Teams
- Up to five training intents plus a human handoff route
- Your approved training material loaded, within the agreed document limit
- A test report with documented test questions and pass/fail results
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can give new staff quick answers without pulling colleagues away
- Helps you see where training material needs work
- Makes answers consistent with your approved documents
- Training questions sent to managers
- Ask managers to tally questions from new staff for a few weeks before launch, then again after.
- Questions handed to a person
- Track handoffs in the agent's log each month. Fewer handoffs over time can point to clearer material.
- Time to independent work
- Note how many weeks new starters take to work unaided. Compare recent hires before launch with hires after.
Before you start: Note how new starters get answers today and roughly how much manager time it takes. Record how long recent hires took to work unaided.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running it costs roughly $30 to $150 a month in your own accounts, covering AI model usage and hosting. Cost mostly tracks how many questions are asked each month.
AI usage during build and testing is billed the same way, in accounts you control.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
Monthly maintenance covers monitoring, fixes, model and platform updates, a monthly health report and change hours for new material, updated answers or an added topic area as training content changes. It starts after the 30 days of included support, bills monthly and can be cancelled any month.
$249/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A training LMS charges a per-seat monthly fee whether staff log in or not | An instructional designer bills hourly to write and update content | Ours is one fixed price, shown before you buy |
| Answers | An LMS search returns whole documents for staff to read through | A designer's FAQ answers depend on who wrote them | Ours answers the question directly, sourced only from your approved material |
| Scope | An LMS is a blank platform you have to populate yourself | An instructional designer's scope is agreed project by project | Ours is written on the Scope Card, tested against 40 questions before launch |
| Delivery | An LMS is live once your team finishes building the content | An instructional design engagement usually runs several weeks | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Can it make up an answer if the material does not cover it?
No. It only answers from the documents and pages you specifically approved during setup. If a question falls outside that material, it says so plainly and hands off to the email or helpdesk you connected, rather than guessing at something that sounds plausible.
What's a typical monthly cost once it's running?
Roughly $30 to $150 a month in your own accounts, covering AI model usage and hosting. Cost mostly tracks how many questions get asked each month, and there is no separate fee to us for keeping the agent running day to day.
Can it track who has completed training?
It tracks who asked what and when, which gives a rough view of engagement by person or role. It is not a formal certification system though; if you need graded completion tracking, that is available as a custom build, quoted separately from the base price.
What channels does it support for staff to ask questions?
A website widget, Slack or Microsoft Teams, whichever one your team already checks for answers day to day. The build covers one channel; a second is available as an add-on, quoted separately, and usually added once the first channel has proven itself with real staff questions.
How much of the team's time does getting this running take?
Roughly one to two hours for intake, mostly gathering your top 20 questions and pointing us to existing material, spread across the 72 hours after you order. Then about an hour reviewing the 40 test questions before the agent goes live to staff.
Can I update the training material later?
Yes. Updating existing material or adding a new document fits inside the monthly change hours in maintenance without any extra charge. A genuinely new topic area beyond the five in scope comes through a written Change Quote, priced and agreed before that work starts.
What happens with a question outside its scope?
It hands off to the email or helpdesk you connected, with the original question and any relevant context attached, so a person can answer it properly. If a gap like that comes up often, it usually becomes new approved material through monthly maintenance.
How is this different from AI Corporate Training Agent?
AI Training Agent answers staff questions about training material you already have, and shows who is asking what. AI Corporate Training Agent runs the program itself. It delivers courses, assigns them to people and tracks completion. Choose this agent when the material exists and people mainly need help using it.
Stop answering the same training question for the tenth time.
Order the AI Training Agent and staff get instant, sourced answers from your own material, with a clear view of what they ask. The scope is agreed in writing before you pay.
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