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AI HR Assistant & Policy Chatbot — A conversational AI assistant, built into ERPNext, that answers employee HR-policy questio — 1/1示意预览

A conversational AI assistant, built into ERPNext, that answers employee HR-policy questions and drafts leave

and payroll queries grounded in your company handbook and live ERPNext data.

ECOSIRE builds, installs and supports it for you after a scoping call — this is a build-to-order engagement, not an off-the-shelf download.

什么是 AI HR Assistant & Policy Chatbot?

A conversational AI assistant, built into ERPNext, that answers employee HR-policy questions and drafts leave and payroll queries grounded in your company handbook and live ERPNext data. ECOSIRE builds, installs and supports it for you after a scoping call — this is a build-to-order engagement, not an off-the-shelf download. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

核心功能

Retrieval-augmented policy Q&A: handbook files are chunked, embedded and cited, so answers quote your actual `HR Knowledge Document` text rather than the model's general knowledge
Grounded leave-balance lookups via a whitelisted `@frappe.whitelist()` method that reads `Leave Ledger Entry` scoped to `frappe.session.user`
Latest-payslip and salary-component queries backed by read-only `Salary Slip` access, never exposing another employee's records
Custom DocTypes: `HR Knowledge Document`, `HR Assistant Conversation`, `HR Assistant Message` for auditable, threaded chat history
`hooks.py` `on_update` doc event re-indexes and re-embeds a handbook whenever a knowledge document is saved or superseded
Hourly `scheduler_events` job reconciles the vector store and prunes stale or orphaned chunks
Onboarding FAQ automation that answers new-hire questions (documents to submit, probation terms, IT setup) from your own onboarding pack
Draft generation for HR letters and employee responses — experience letters, warning letters, policy clarifications — always as a review-first draft, never auto-sent
Permission-aware answers: the assistant honors ERPNext role profiles and user permissions, so it can only surface what the employee is already allowed to read
Pluggable LLM provider (self-hosted, OpenAI, Anthropic, Azure OpenAI) configured in a single `HR Assistant Settings` DocType with no code change
Client script chat widget mounted in the Frappe desk plus an optional whitelisted REST endpoint for a portal or web-form surface
Full prompt/retrieval/answer audit log for every conversation, satisfying HR data-governance and traceability requirements
Fallback and escalation path: low-confidence or out-of-policy questions route to a human HR officer instead of hallucinating
Compatible with Frappe/ERPNext v15 and v16, delivered as a versioned, `bench`-installable app

按需定制,全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

  1. 1

    您下单

    以一次性构建价格开始。我们在启动时与您共同确定范围。

  2. 2

    我们构建与安装

    ECOSIRE 在您的 ERPNext 上构建、配置并安装。

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

技术规格

ERPNext 兼容性
—
许可证
许可证需要确认
Python 要求
Python 3.10+
数据库
MariaDB 10.6+

关于此产品

HR teams spend a disproportionate share of the week answering the same repetitive questions: "How many annual leave days do I have left?", "What is the notice period in my contract?", "When is the payroll cut-off this month?", "How do I claim medical reimbursement?". ERPNext already holds the underlying data in Leave Ledger Entry, Salary Slip, Employee and HR Settings, and most companies keep their rules in a handbook PDF — but ERPNext core has no conversational surface that connects the two. Employees either dig through the Frappe desk (which most non-HR staff never learn), raise a ticket, or interrupt an HR officer. ERPNext gives you the records and the workflows; it does not answer questions in plain language and it does not read your policy documents.

ECOSIRE builds an ai_hr_assistant Frappe app that adds a chat surface inside ERPNext and grounds every answer in two sources: your uploaded handbook documents and the requesting employee's own live records. On the retrieval side we ingest handbook files attached to a custom HR Knowledge Document DocType, chunk and embed them, and store the vectors so a policy question is answered from your actual text with the source section cited — not from the model's general knowledge. On the data side, whitelisted server methods (@frappe.whitelist()) expose narrow, read-only lookups such as leave balance and latest payslip, always scoped to the logged-in user via frappe.session.user, so the model never receives raw SQL access and one employee can never read another's payroll.

Technically the app is a proper Frappe module: new DocTypes (HR Knowledge Document, HR Assistant Conversation, HR Assistant Message), a Frappe REST/whitelisted API layer for the chat client script, and hooks.py doc events that re-index a handbook whenever a HR Knowledge Document is saved. A scheduler_events hourly job reconciles embeddings and prunes stale chunks. Access is enforced with ERPNext permissions and role profiles — the assistant honors the same read rights the employee already has, and every drafted HR letter or response is a review-first draft, never an auto-sent action. The LLM provider (self-hosted, OpenAI, Anthropic or Azure) is configurable in a single HR Assistant Settings single DocType, and all prompts, retrieved chunks and answers are logged for audit.

Because scope, handbook content, integrations and the chosen LLM differ for every organisation, this is a build-to-order engagement. After a short scoping call we confirm the exact DocTypes, policies, guardrails and provider, then build against your Frappe/ERPNext v15 or v16 instance. Typical delivery is one working week from confirmed scope. We build on staging, run UAT with your HR team, hand over the git repository and installable app, and provide a post-go-live support window. Nothing is generic: the assistant answers from your handbook, over your data, under your permission model.

你得到什么

  • Installable source code for your version of the `ai_hr_assistant` Frappe app (v15 or v16), delivered as a bench-installable package
  • Installation and configuration on your instance, including LLM provider setup and initial handbook ingestion
  • Technical documentation: DocType reference, whitelisted API methods, hooks and scheduler events, and provider configuration
  • User guide plus a live training session for your HR team and administrators
  • UAT on a staging environment with a documented test plan and a rollback plan before production cutover
  • Git repository handover with full commit history and branch/tag for your release
  • Post-go-live support window for defect fixes and configuration adjustments
  • Prompt, guardrail and escalation configuration tuned to your policies during the engagement

这是给谁的

HR Operations Manager

Owns the HR shared inbox and fields the same policy and leave questions every day. Needs a self-service assistant that deflects repetitive queries accurately while keeping a human escalation path and a full audit trail.

People / HRIS Administrator

Runs the ERPNext HR module and cares about permissions, data governance and provider choice. Needs the assistant to respect role profiles, keep payroll data private per user, and let them swap the LLM provider without a rebuild.

CHRO / Head of People at a scaling company

Watching headcount grow faster than the HR team. Wants to cut response time on employee questions and free officers for higher-value work, with the assistant grounded strictly in the approved handbook to avoid inconsistent guidance.

IT / ERPNext Systems Owner

Responsible for what gets installed on the Frappe bench. Needs a properly structured app with clean DocTypes, hooks and scheduler events, staging UAT, a rollback plan, and the git repository handed over for maintainability.

AI HR Assistant & Policy Chatbot 如何比较

标准伊科西尔定制建造竞争对手ERPNext 原生
Policy question answeringRAG grounded on your handbook with cited sectionsDepends on in-house build; often ungroundedGeneric chatbot, rarely reads your documentsNo conversational answers at all
Live ERPNext data lookupsWhitelisted read-only methods scoped per userPossible but must design permissions yourselfUsually no ERPNext data integrationData exists in DocTypes but no chat access
Data privacy / permissionsHonors role profiles; per-user session scopingOnly as strong as your own guardrailsOften bypasses ERPNext permission modelEnforced, but no assistant layer
Fit to your policiesBuilt to your confirmed scope and handbookFully bespoke but you carry all the workOne-size-fits-all, limited configurationManual; HR answers each query by hand
Provider choice / self-hostConfigurable: self-hosted, OpenAI, Anthropic, AzureWhatever you wire yourselfLocked to the vendor's LLMNot applicable
Delivery modelBuild-to-order, one working week from scope, staging UATWeeks to months depending on your teamInstant install but genericAlready present, no new capability
MaintainabilityClean DocTypes/hooks + full git repo handoverVaries with your engineering disciplineClosed source, vendor-dependentStandard ERPNext, no extra surface
Ongoing supportPost-go-live support window + optional contractYou own all maintenanceSubscription support, limited customizationCommunity/partner support for core only

关于AI HR Assistant & Policy Chatbot的常见问题

Is this a ready-to-download app from the Frappe Cloud Marketplace?

No. This is a build-to-order engagement. ECOSIRE builds, installs and supports the `ai_hr_assistant` app for your specific ERPNext instance, handbook, guardrails and chosen LLM provider. There is no instant download — we build it to your confirmed scope.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The scoping call fixes the DocTypes, policies, integrations and provider; the timeline depends on the size of your handbook, the number of data lookups, and any portal or web-form surface you want beyond the desk chat widget.

How is employee payroll and leave data kept private?

Every data lookup runs through narrow, read-only whitelisted server methods scoped to `frappe.session.user`, and the assistant honors your existing ERPNext permissions and role profiles. The LLM never gets raw SQL access, and one employee can never read another employee's payslip or leave records.

Will the assistant make up answers to policy questions?

Answers are retrieval-augmented and grounded in your uploaded handbook documents, with the source section cited. Low-confidence or out-of-policy questions escalate to a human HR officer rather than guessing. Drafted letters and responses are always review-first, never auto-sent.

Which LLM provider does it use, and can we self-host?

The provider is configurable in a single `HR Assistant Settings` DocType — self-hosted/open-weight models, OpenAI, Anthropic or Azure OpenAI. If data residency requires it, we can wire a self-hosted model so no HR data leaves your environment.

Which ERPNext versions are supported?

Frappe/ERPNext v15 and v16. We build and test against your target version and hand over a versioned, bench-installable app tagged for your release.

What kind of support and updates do we get after go-live?

The engagement includes a post-go-live support window for defect fixes and configuration adjustments, plus the full git repository so your team can maintain or extend the app. Longer-term maintenance, version upgrades and new features can be arranged as a separate agreement.

申请报价

AI HR Assistant & Policy Chatbot

A conversational AI assistant, built into ERPNext, that answers employee HR-policy questions and drafts leave and payroll queries grounded in your company handbook and live ERPNext data. ECOSIRE builds, installs and supports it for you after a scoping call — this is a build-to-order engagement, not an off-the-shelf download.

  • Retrieval-augmented policy Q&A: handbook files are chunked, embedded and cited, so answers quote your actual `HR Knowledge Document` text rather than the model's general knowledge
  • Grounded leave-balance lookups via a whitelisted `@frappe.whitelist()` method that reads `Leave Ledger Entry` scoped to `frappe.session.user`
  • Latest-payslip and salary-component queries backed by read-only `Salary Slip` access, never exposing another employee's records
  • Custom DocTypes: `HR Knowledge Document`, `HR Assistant Conversation`, `HR Assistant Message` for auditable, threaded chat history

申请报价

告诉我们您对 AI HR Assistant & Policy Chatbot 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。