Where the work gets stuck
A simple setup is easier to understand and maintain. Choose one topic, a few current sources, and a clear way to reach staff. Use Chatbase’s builder and documentation to guide the setup. Your organisation provides the approved answers and names the person responsible.
What to prepare
- A few sources with current information
- Realistic questions with expected answers
- The audience, source owner, and staff contact
Follow these steps
- Create the agent and add the selected material through Build > Data sources.
- Wait for sources to process and inspect any failed items.
- Explain which questions the agent can answer, when it should ask for more details, and what to do when it is unsure. Then test those instructions.
- Publish on one page or for a small audience. Record how you will review changes to the sources.
An example from everyday work
An institute may start with one programme’s application process. A business may start with delivery policy for one region. A focused setup gives the next maintainer a clear reason for every source and instruction.
When your team should take over
Check the plan’s credits and required features before relying on the agent. The limited Free plan has an inactivity-deletion rule, so a quiet prototype should not be assumed to remain available indefinitely.
How to check the results
- Answers that pass the agreed review
- Source changes checked by a named reviewer
- Exceptions reaching the intended staff member
Your next step
Keep a short handover note covering the topic, sources, tests, plan, and person responsible. This helps the next colleague maintain the assistant.