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Cube5

Cross-Industry

Make every onboarding experience seamless

Cortex turns handbooks, policies and internal knowledge into a traceable onboarding and training pack, with citations and human review built in.

Workflow: Onboarding & Training

Onboarding Support

AI Agent Active
How do I set up my health benefits?

Self-service steps:
1. Log in to the Employee Portal.
2. Select 'Benefits Enrollment' from the sidebar1.

Benefits_Guide_2024.pdf
Type your question…

Progress

75% Complete

When help becomes inconsistent

You can publish policies. The slow part is answering questions consistently. That is when the real work starts.

  • New joiners ask the same questions.
  • Answers vary by person.
  • Someone asks, "Where is that written?"

Imagine answers to training questions were provable

Imagine if your first pass produced an onboarding pack that was already usable.

  • Every answer linked to the exact source paragraph.
  • Role-based summaries you can reuse.
  • Gaps captured when policies are unclear.
  • A living artifact that stays current as docs change.

Before: answers that depend on who you asked.

After: guidance you can verify in one click.

Why you can trust it

In policy-critical workflows, trust is not a promise. It is a visible system.

  • Traceability by default: every answer stays connected to sources
  • Human review is a feature: validate before publishing
  • Auditability mindset: defensible guidance across teams

What to validate in your demo

This is not a chatbot demo. Generate a first-pass output in 5 minutes.

  • A training pack (role-based onboarding doc)
  • Traceable Q&A for common questions
  • A gap list (unclear policy areas)
  • Citations and highlights so every answer is one click away from the source
“When someone questions guidance, you do not argue. You click the policy.”

This walkthrough is pre-configured to show the workflow end-to-end. During the demo, we map the same flow to your own documents.

Who this is for

If you need consistent answers under policy constraints, this page is for you.

  • HR and people operations
  • Enablement and training
  • Compliance and policy owners
Works best with:policy-critical answers, frequent updates, high escalation cost.

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Organizational KnowledgeActionable Documents
app.cube5.com/chat/onboarding-kb
Where is the current expense policy regarding client dinners, and do I need pre-approval for anything over $100?

Per the 2024 Travel & Expense Policy:

Client dinners are approved up to $150 per head without secondary approval required1.

However, there are a few important stipulations:

  • Alcohol must be itemized separately on the receipt and is subject to departmental caps 2.
  • For any dinner exceeding the $150 per head limit, VP-level pre-approval is strictly required prior to the event taking place 3.
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AI generated responses can be inaccurate. Always verify source citations.

Try it on sample training materials

Request a demo for a pilot on your internal documentation and policy boundaries.

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