Inspiration
Every organization struggles with repetitive internal requests—password resets, "where’s the leave form?" questions, or “who do I talk to about my payslip?” These tasks overwhelm IT and HR teams, and slow down employees. We wanted to create an agent that works like a smart teammate—available 24/7, friendly, and efficient—right inside Slack, where most teams already collaborate. That’s how WorkMate was born.
What it does
WorkMate helps employees with account management, HR questions, and IT issues—right when they need it. WorkMate can reset passwords, explain sick leave policy, open support tickets, fetch knowledge articles, and even escalate issues to the right department. It’s like having an HR and IT support person in your pocket.
How we built it
We used Salesforce’s Agent Builder to design the conversation flows, intents, and actions. We connected custom actions to Salesforce Flows and Apex classes to handle account changes and case creation. We also integrated Slack as the primary chat channel for employees, allowing natural and real-time interaction. Knowledge Articles in Salesforce were added to help the agent respond with accurate HR policy details. We tested everything using mock employee data and internal sandbox orgs.
Challenges we ran into
Configuring the Slack integration properly, especially with authentication. Handling errors gracefully when a Flow failed or a policy article was missing.
Accomplishments that we're proud of
I built a friendly onboarding message and fallback flow that helps the agent always offer value, even when something breaks.
What we learned
How to build agentforce agents Integration of salck and salesforce
What's next for Work Mate
Adding support for onboarding and offboarding workflows. Integrating HRIS tools to allow employees to update their personal info. Complete slack integration
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