Corpus
Use a bounded, approved document set with owners and freshness expectations.
Practical resource
Knowledge pilot planning guide
A practical structure for evaluating a private document assistant.
MPractical resource
01QuestionStructured and visible
02GuidanceStructured and visible
03ActionReady for accountable action
Decision signalNext step clear
Human review
Golden set
Agree on questions, correct answers, required sources, and refusal cases.
Permissions
Test authorized, unauthorized, and deleted-source behavior.
Decision
Set the pass threshold and stop conditions before ingestion begins.
Apply the guide
Turn the checklist into a bounded next step.
Bring the relevant examples, owners, systems, and desired outcome to a qualification call.