The outcome
Answer from authorized business content without cross-workspace leakage, unsupported claims, or uncontrolled tool use.
Step by step
A workflow you can repeat.
- 01
Define users, questions, source owners, region, workspace, document classes, access rules, freshness, answer and citation standards, refusal behavior, retention, and deletion obligations.
- 02
Create a sub-workspace with least-privilege RAM roles, ingest only approved minimal documents, remove secrets and unnecessary personal data, and record owner, rights, version, and expiry metadata.
- 03
Configure chunking and retrieval, pin the model and prompt, require evidence-linked answers and abstention, and keep tools read-only until independently authorized and tested.
- 04
Evaluate representative, ambiguous, stale, conflicting, permission-boundary, injection, exfiltration, multilingual, and no-answer cases, inspecting retrieved passages and final claims.
- 05
Canary access, monitor retrieval quality and costs, reindex reviewed updates, audit workspace permissions, delete expired sources and histories, and retain export and incident procedures.
Working standard
What good use looks like.
- Isolate data by sub-workspace.
- Require evidence or abstention.
- Test retrieval prompt injection.
Official references