Workflow guide
Prepare your workspace
Confirm the environment, permissions and data boundary before the first workflow.
Confirm the enabled version and permissions in your environment. These guides do not announce a general release.
Before you start
Workspace access, an enabled model and an agreed document-processing configuration. Confirm which file formats and storage boundary your deployment supports.
Steps
- Record the environment, product version, responsible owner and permitted data. Keep credentials outside the document.
- Choose the organisation and workspace. Start with one non-sensitive document whose content you can verify yourself.
- Check who can read each knowledge source and assistant. Use a restricted account to confirm that another workspace’s sources are not returned.
Check the result
Compare the observed outcome with the expected result. Keep the relevant identifier and a redacted record so a colleague can review the same case.
If it does not work
Check processing status, source membership and model availability separately. Share a redacted request identifier and the observed result with support, not the confidential document.