Role definition
Decide which questions or tasks the assistant should handle.
Plan an AI assistant around a specific role, knowledge source and set of permissions. Begin with a supervised pilot and review its outputs.
Decide which questions or tasks the assistant should handle.
Specify approved sources and data boundaries.
Keep sensitive actions subject to human review.
Choose one repeatable task for Assistant. Record its inputs, expected output and the person who decides whether the result is acceptable.
List the applications and data sources involved. Use only the access needed for the agreed task, and require human approval before consequential actions.
Compare the output with examples your team has checked. Track errors and time saved, then agree whether to expand, revise or stop the pilot.
Tell us about assistant role, approved content, integrations and review requirements.
Assistant role, approved content, integrations and review requirements.
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