AI Integration Guide
How to add useful AI features with workflow design, data readiness, retrieval, human review, and safety controls.
Planning checklist
- Choose a workflow where AI reduces real effort.
- Prepare source data and review rules.
- Design prompts, retrieval, and fallback behavior.
- Measure accuracy before expanding automation.
Start with workflow value
The best AI features remove repeated work, speed up decision-making, or make complex information easier to use. Avoid starting with a model choice before defining the user task and review process.
Useful AI integrations often begin as assistive workflows, then expand after accuracy and adoption are proven.
Data and retrieval planning
If the feature depends on company knowledge, define where the source content lives, how it is updated, what should be excluded, and how citations or confidence signals appear. Retrieval quality matters more than prompt polish when users need reliable answers.
Human review and safety
Add review queues, edit history, rate limits, fallback messages, and clear boundaries for high-risk tasks. AI output should be easy to inspect and correct before it affects customers, money, legal decisions, or production data.