Agentic AI onboarding interface guiding new hires through tasks

First Desk

Deliver a consistent, personalized onboarding experience with an agentic AI guide.

First Desk walks new hires through tools, tasks, and timelines—answering questions and surfacing resources so they ramp faster with less manual support.

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First Desk gives new hires a single, context-aware guide that answers questions, surfaces resources, and tracks progress—so HR and managers can focus on high-touch support.

What We Solve

Fragmented onboarding leads to slow ramp-up, repeat questions, and early attrition—especially when teams are distributed across tools and locations.

First Desk gives new hires a single, context-aware guide that answers questions, surfaces resources, and tracks progress so HR and managers can focus on high-touch support. It pairs well with Smart Desk and our Streamlining Insurance Claims with Agentic AI. For proof in practice, see our AI Customer Support Assistant (First Desk) case study.

Who It's For

HR, people ops, and department leaders who own onboarding and want consistent, scalable support across roles, regions, and teams.

What We Configure

We configure First Desk around your roles, content, and systems—not a generic checklist.

Context-Aware Guidance

Tailors onboarding journeys by role, location, department, and progress stage.

Knowledge Navigation

Connects employees instantly to documents, policies, tools, and key contacts.

Workflow Sequencing

Defines structured onboarding tasks with milestones, reminders, and completion tracking.

Sentiment & Feedback Capture

Runs check-ins to identify blockers, collect feedback, and surface early risk signals.

Business Impact

First Desk informs onboarding and HR decisions—so new hires ramp faster and managers focus on high-touch support.

Faster Ramp-Up

Reduces time to productivity by delivering instant answers and structured workflows from day one.

Role-Right Support

Provides role-specific guidance tailored to each new hire’s needs and timeline.

Lower Drop-Off

Keeps new hires engaged with fast responses, proactive nudges, and milestone tracking.

Consistency & Oversight

Ensures consistent onboarding across departments with logged interactions and feedback capture.

Execution Framework

We combine role profiles, policies, and checklists so new hires get consistent guidance from day one. Deliverables are built for your workflow: task completion for HR, engagement insights for managers, and clear next steps for each role.

Input Signals

  • Role profiles, policy docs, new hire checklists, org charts
  • IT tasks and HRIS system updates

Agent Logic

  • Time-aware checklists and LLM-based Q&A
  • Tool usage guides, progress tracking, and escalation flows

Stakeholders

  • HR business partners, hiring managers, IT teams, people ops, onboarding owners

Outputs

  • Completed tasks and unresolved blockers
  • Engagement insights and satisfaction pulse checks

Methodology

Our First Desk methodology runs in five phases, with checkpoints so you can add roles, regions, and content over time.

  1. 1

    Map Onboarding Needs

    Audit onboarding touchpoints—forms, tools, policies, trainings, and human interventions across roles and departments.

  2. 2

    Ingest Content & Workflows

    Centralize SOPs, checklists, intranet content, and benefits info for the agent to draw from via retrieval and prompts.

  3. 3

    Build Persona-Based Logic

    Tailor answers, tasks, and guidance by role, location, and employment type with access-aware logic trees.

  4. 4

    Launch & Monitor Pilot

    Launch with one job family, collect satisfaction data and task completion rates, and refine logic.

  5. 5

    Expand & Optimize

    Scale across more regions or departments and fine-tune content and timing based on analytics and support trends.

Why It Matters

Strong onboarding improves retention and productivity. The statistics below show how AI-powered onboarding drives outcomes.

82% improvement in new hire retention with strong onboarding programs.
82%
70% increase in productivity when onboarding is automated or structured.
70%
69% of employees are more likely to stay 3+ years if they experience great onboarding.
69%
58% of organizations say onboarding success directly impacts revenue growth.
58%

Frequently Asked Questions

What is First Desk?

First Desk is an agentic AI that guides new hires through onboarding—answering questions, surfacing resources, and tracking progress. It delivers context-aware support so HR and managers can focus on high-touch support instead of repeat FAQs.

How does First Desk personalize onboarding?

The agent tailors support by role, location, department, and progress. It provides structured onboarding journeys with milestone tracking, connects employees to documents and tools, and captures feedback to identify blockers.

Who uses First Desk?

HR, people ops, and department leaders who own onboarding. Typical use cases include new hire orientation, role-specific onboarding, and feedback collection. We tailor flows and knowledge to your systems and culture.

How does it reduce HR workload?

By giving new hires a single, context-aware guide that answers questions and surfaces resources 24/7, First Desk deflects repeat FAQs and accelerates ramp-up. Workflow sequencing and sentiment capture improve outcomes without scaling headcount.

Get Started

Deliver consistent, personalized onboarding with First Desk.

Talk to an expert