Build your AI knowledge management app.

How to build your ai knowledge management app

1. 1

   Describe the job

   Build a knowledge assistant that keeps answers connected to their source documents.

2. 2

   Review the first version

   Choose how the knowledge editor records the source reference and how the source owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your ai knowledge management app

• Keep the source reference in context

  Keep source reference, document version, access scope, question, cited answer and review together so the next person can understand the request or record.

• When the next step needs a decision

  Two versions of a policy give different limits. Keep the answer unresolved until its cited source and permitted audience are checked.

• Keep review visible

  Keep conflicting policy versions visible until the source owner confirms which applies.

• Choose what each person needs

  Give the knowledge editor a working view and the source owner a review view. Keep source reference and document version attached to the decision as the work moves between them.