Choose the information it should use.
Identify approved documents and the people allowed to access them. Review the organization’s data policy and current vendor controls before configuring a workspace. Do not assume a connector should have access to everything just because it can.
Teach a small set of repeatable tasks.
Develop examples for work such as drafting administrative replies, preparing internal summaries and finding approved procedures. Set a review standard that staff can follow. Test whether the outputs are useful and accurate enough for the specific task.
Hand over the operating habits.
Training covers source quality, limitations, handling sensitive information and checking answers. Assign an administrator and a review cadence. Vendor seat subscriptions are separate. Custom agents and external integrations require their own feasibility and scope.