AI Agents

Intelligent Screening Agent

How do I add a dependent to my health plan?

I'm identifying the subject of your question and consulting our internal policies to determine if I can resolve your request now or if I need to escalate it to a benefits specialist.

I've identified that you're trying to add a dependent, but your probationary period hasn't ended yet, which, according to current policy, restricts new additions without additional waiting period costs.

I've classified your question as 'Benefits - Health Plan'. Instead of simply denying it, I've directed you to the 'Contract Exceptions' flow and listed the necessary documents for when your probationary period expires in 15 days.

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What this Agent solves for you

What it does

It classifies requests, validates internal policies, and automatically routes each demand.

Automated activities

Automatic identification of the issue
Consultation of internal policies and documents
Definition of the path: resolve or escalate to HR.

Agent Subfunction

Employee request
Automated screening

Results and impact

70%

of questions resolved automatically

98%

less response time

0%

inconsistencies in answers.

Your life gets faster with Pipefy AI Agents

70% faster

Traditional path

20–45 min

With Pipefy AI Agent

5–10 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Intelligent Triage Agent and how does it work?

The Intelligent Triage Agent is a specialized AI Worker within Pipefy's Portal Autoatendimento do Colaborador with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual HR processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Intelligent Triage Agent in Pipefy?

The cost of the Intelligent Triage Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Intelligent Triage Agent and manual HR processes?

While manual HR processes rely on manual intervention at every step, the Intelligent Triage Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Intelligent Triage agent for my company?

To choose the right Intelligent Triage agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.