Sensitive content can be sanitized for scoping. Production setup, complex permission models, large-scale ingestion, and ongoing maintenance are scoped separately.
Requirements:
1. Share the knowledge sources you want the assistant to use, such as SOPs, policies, FAQs, training docs, project notes, proposals, or internal documentation.
2. Share the target users, common question types, desired answer style, and any accuracy, citation, or approval requirements.
3. Mention access limits, sensitive-data rules, documents to exclude, and whether this is for design only or a first workflow slice.