Find the right people
Look for colleagues who handle repeated questions, know the source material, and want to improve how work gets done. Start with a small group and assign a business owner and reviewer to each pilot.Make collaboration lightweight
- Hold a short regular session or maintain a team channel for examples and questions.
- Record the intended audience, data scope, sample requests, and known limitations for shared Agents.
- Share both successful and failed tests, including the changes that improved a result.
- Route workspace access, connection, and account settings to administrators.