The outcome

Deploy a narrow internal assistant whose instructions, knowledge boundary, and permissions are understandable.

Step by step

A workflow you can repeat.

  1. 01

    Define the user, job, allowed sources, output format, refusal behavior, and human escalation path.

  2. 02

    Prepare a small authoritative Library with owners, dates, and removal rules, or choose one required connector.

  3. 03

    Grant the minimum knowledge and tool access and write concise instructions that cite sources in answers.

  4. 04

    Test factual, ambiguous, stale, permission-sensitive, and out-of-scope requests with representative users.

  5. 05

    Publish to a limited audience, monitor failures and connector behavior, and review access whenever sources change.

Working standard

What good use looks like.

  • One authoritative knowledge boundary.
  • Apply least privilege.
  • Keep a human owner and review schedule.

Official references

Check the current product documentation.