Skip to main content
A short onboarding session should help each person complete and check one useful task. It does not need to cover every feature in the workspace.

​
Suggested session

  1. Explain purpose and limits. Show which work the team is trying to improve and which data must not be shared.
  2. Demonstrate a request. Use an approved short document; show how to select an Agent, state the outcome, and request a useful format.
  3. Practise checking sources. Open a citation, verify dates and facts, and identify what the Agent could not confirm.
  4. Show the team workflow. Demonstrate where shared files and conversations belong, how to assign a follow-up, and who reviews the result.
  5. Collect questions. Record recurring access, source freshness, and quality issues for the workflow owner.
Before sharing this material, add your organisation’s approved data types, human-approval points, support contact, and available connections. After the session, have each participant complete a low-risk request, check its source, and update or share the result as appropriate.