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Duration 7 hours
Course Outline
- Day 1: From document collection to knowledge agent
- How AI answers from documents
- Searching the collection and providing answers with cited sources
- Understanding why answers may be missing or incorrect
- Distinguishing between uploaded files and connected file storage
- Exercise: Identify three typical questions from your domain that the agent should be able to answer.
- Preparing knowledge
- Managing structure, naming conventions, and content currency
- Eliminating duplicates and conflicting versions
- Verifying access permissions
- Exercise: Review your document collection and create a cleaned selection.
- Choosing a platform
- Implementing a Copilot agent on SharePoint
- Using a Claude project or custom GPT
- Utilizing Langdock assistant and NotebookLM
- Evaluating criteria such as data storage, sharing capabilities, collection size, and cost
- Exercise: Select the most suitable platform for your specific case and provide a justification.
- Building the agent
- Defining instructions regarding audience, tone, and answer format
- Ensuring every answer includes a source reference
- Managing questions where no answer exists in the collection
- Exercise: Construct the knowledge agent on the selected platform.
- Testing with a question catalog
- Developing 20 test questions with expected answers
- Rating responses as correct, partially correct, incorrect, or missing
- Making targeted improvements to instructions and the document collection
- Exercise: Test the agent with 20 questions and document the hit rate.
- Maintenance and operation
- Assigning responsibilities for content management
- Managing updates and version status
- Gathering feedback from users
- Exercise: Draft a maintenance plan outlining responsibilities and review cadence.
- Outcome: Each participant will have a shared knowledge agent based on their documents, a measured hit rate, and a maintenance plan.
- How AI answers from documents
Requirements
- Access to Copilot, Claude, ChatGPT, Langdock, or NotebookLM, along with a curated collection of finalized documents from your domain.
- No programming experience is required.
Target Audience
- Teams, knowledge owners, and key users seeking to provide answers sourced directly from their internal documents, policies, and manuals.
