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Before you begin
Identify an organisation owner, a technical administrator, a business sponsor and a small group of initial users. Agree the first workflow, the approved sources and the success measures before connecting data.
Recommended sequence
- Sign in with the identity method your organisation enables.
- Select the correct organisation and review your profile.
- Create a workspace and project for the initial use case.
- Invite only the people needed for that work.
- Add a small current knowledge set or connect an approved source.
- Ask focused questions and review every citation.
- Record feedback, quality gaps and the decision to expand.
First-use-case checklist
Define an accountable owner, permitted data, required source freshness, a quality expectation, a human review point and an outcome measure. Do not use a broad unreviewed corpus as the first production scope.