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Choose a narrow starting point
Pick a set of approved documents and a small group of users. Collect common questions and examples of good answers.
Respect access
The assistant should follow the permissions of the underlying information. Agree on hosting, data handling, and retention before connecting sources.
Make quality visible
Use source references, test questions, and feedback from users. Include cases where the assistant should say it cannot find a reliable answer.
A planning guide. The right implementation depends on your system and requirements.
Talk through your next step