Knowledge collection and preparation
Review the chosen documents, versions, labels and responsible owners. Prepare the relevant content for search without treating outdated or duplicate information as equally authoritative.
Knowledge system services
Connect the answer to a source the user is allowed to use.
A scope can cover a new assistant or a focused improvement to an existing knowledge tool.
Search and question answering
Find relevant approved information and use it to support an answer. Include a useful response when the collection does not contain enough information.
Source references
Show the document or passage used so a person can check it. Test whether the source actually supports the important claims in the answer.
User and document access
Define what each role may retrieve and view. Check direct source links, answers and cached information against those permissions.
Knowledge updates and corrections
Plan how changed or removed documents reach the search system. Give source owners a route to correct content and reviewers a way to report unsupported answers.
Application integration and evaluation
Connect the assistant to the agreed place people work. Evaluate representative questions, access limits, missing information and the operating cost before expanding use.
Need actions as well as answers?
Define the permitted action and approval separately. An assistant that finds a procedure should not automatically gain permission to carry it out. Review the development process.