Understand the situation
Bring permitted information together into a summary someone can review, with the source records available for the details.
Help people understand information, prepare the next step and spend less time on repetitive work. Give AI a focused job, relevant context and clear boundaries.
An assistant is most useful when it understands the task and works with the information the person is allowed to use.
Bring permitted information together into a summary someone can review, with the source records available for the details.
Help draft a response or propose values for a task. Keep review and confirmation with the responsible person.
Suggest a relevant action or contribute to a configured workflow, within the actions and approvals defined for that job.
These are ways to apply configured assistance. Available actions depend on the enabled capabilities and provider setup in your environment.
AI can help people understand information, prepare work and propose a next step. Define what the assistant or agent may use and do, and where a person needs to review the result.
Keep the task, access and review boundary visible. Assistance should make work easier without silently taking on authority it has not been given.
Choose a supported provider and model configuration for the job. Define what information can be used, which actions are permitted and where a person needs to approve the result.
Keep business rules explicit. AI can assist with interpretation and preparation; permissions and required approvals still govern what happens.
Explore access and accountabilityYour team can configure assistance around its own work. Independent publishers can define application-specific assistance with stated dependencies, provider requirements and support.
Review those requirements and any provider or application charges alongside platform licensing and hosting.
Explore the product, understand the costs, and choose a useful starting point.