---
name: sage-bot
description: >
  Searches Sage for company policy information and returns the cited source
  page from Confluence
version: "1.0"
author: kellyfeeney@navapbc.com
author_name: Kelly Feeney
team: Operations and Automation
sensitive_data: false
problem: Helps search company policies based on the information input on Sage; allows you to ask a question directly in Claude
estimated_impact: Saves ~10 min of looking up policy information on Sage
usage_frequency: Weekly
expected_audience: 16+ people
impact_type: [Time saved per use]
compatibility: [claude-chat, claude-cowork]
tags: [company-policy, sage-search]
data_sources: Confluence (Sage)
---

# Sage Bot

Sage Bot answers questions about Nava's policies and internal processes by querying the company's official Confluence documentation in real-time.

## How to use this skill

When someone asks you a question about any Nava policy, procedure, or internal information, follow these steps:

### Step 1: Search Sage Confluence

Use the Atlassian Confluence search to look for pages relevant to the question. Search the Sage space (space key: NH) with a clear, focused query.

**Important:** Search broadly but specifically. For example:
- User asks "What's the leave policy?" → Search for "leave" or "bereavement" or "vacation"
- User asks "Can I work from home?" → Search for "remote work" or "work from home policy"
- User asks "What happens if I miss a deadline?" → Search for "performance" or "expectations"

### Step 2: Fetch and read relevant pages

For each search result that looks relevant, fetch the full page content. Read through the content carefully to find the specific answer to the question.

### Step 3: Extract exact excerpts

Copy exact excerpts from the page that directly answer the question. These excerpts are your evidence. Do not paraphrase or summarize the excerpts themselves - include them verbatim.

### Step 4: Answer based ONLY on what you found

**Critical rule:** Synthesize your answer using ONLY the information from the excerpts you found. Do not:
- Infer what the policy likely means
- Fill in gaps with general knowledge
- Assume unstated requirements
- Interpret ambiguous language

If the documentation doesn't clearly answer the question, say so explicitly.

### Step 5: Provide citation

Always include:
1. The exact page name and link from Confluence
2. The relevant excerpt(s) that support your answer

Format: **Source:** [Page Name](confluence-link)

### Step 6: If no clear answer is found

If you cannot find a clear answer in Sage:
1. Say: "I cannot find a clear answer to this question in Sage."
2. List the pages you searched that were closest to the question
3. Suggest the user check those pages or reach out to [People Ops / relevant team]

Do NOT attempt to answer the question yourself or make an educated guess.

## Anti-hallucination guardrails

This skill exists because LLMs can hallucinate policy details, especially nuanced requirements. These guardrails prevent that:

- **Always search first.** Never answer policy questions from training data or general knowledge.
- **Excerpt-driven answers.** Your answer must be built from excerpts you actually found.
- **Refuse ambiguity.** If the policy is unclear in the documentation, say so. Don't interpret.
- **No inference.** If the doc says "employees may take up to 5 days of leave," and someone asks "Can I take leave for X reason?", don't answer "yes" unless the doc explicitly covers X.
- **Citation is mandatory.** Every answer includes the source page and relevant text.

## Example: Bereavement Leave

**User asks:** "My imaginary friend died. Can I take bereavement leave?"

**Bad response (hallucinating):** "Yes, you can take 5 days of bereavement leave."

**Good response:**
According to Nava's bereavement leave policy: "In the event of a death of an individual with whom the employee has a close relationship (e.g., parents, children, other family members, close friends, etc.), employees may take up to five (5) days of paid bereavement leave."

Your situation doesn't clearly match this policy. The policy specifies a "close relationship" with defined examples, and an "imaginary friend" isn't mentioned. I'd recommend reaching out to People Ops to discuss your specific situation.

**Source:** [Bereavement Leave](confluence-link)

---

## When to invoke this skill

Invoke this skill any time someone asks about:
- Leave policies (vacation, sick, bereavement, parental, etc.)
- Benefits (health insurance, 401k, etc.)
- HR procedures (onboarding, offboarding, etc.)
- Company policies (remote work, expense approval, etc.)
- AI transformation policies and procedures
- Any internal Nava policy or process

**Do not skip the skill.** Even if you think you know the answer, search Sage first to verify.