AI assistants / JJ Safety AI assistant
Benefits guidance, closer to the people who need it.
A mobile benefits portal and AI-advisor experience created for JJ Safety through Custom Benefits Group.
JJ Safety · CBG client project · retained portal walkthrough
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Inside the workflow
From a need
to a useful next step.
Ask in plain language
Start from the employee’s benefits question.
Find relevant guidance
Use the plan-information and advisor experience documented for the project.
Show the next step
Make the answer and relevant support route easier to find.
Keep a human route
Leave a clear path to the benefits team for questions that need review.
Built around the handoff.
Put benefits guidance and a support entry point in the same mobile experience for employees who are often away from a desk.
My process, scope and build status +
The starting point
Help employees find plan information and support without relying on scattered messages and paper guides.
- Organize benefits resources around employee questions.
- Build an advisor entry point into the mobile portal.
- Connect notifications and support handoffs.
The work included
- JotForm benefits-portal experience
- AI Benefits Advisor setup documented in the original case
- Notification and SMS workflow work
- Portal explainer and employee guidance
Evidence & limits
Created for JJ Safety while working through Custom Benefits Group. The retained project account documents JotForm AI Agents, Google Dialogflow and Zapier notification/SMS workflows. The original video visibly supports the portal and advisor entry point; its current live service, document-retrieval accuracy and integrations were not re-tested for this case. Previous 40% and 60% impact claims are omitted because supporting measurements were not located. The portfolio is not a source of current employee-plan advice.
Connected work
See the bigger picture.
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Custom Benefits Group
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