A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Map the stages of the task and the questions at each stage.
- Create a hub explaining how the articles connect.
- Link adjacent steps where the reader is likely to need them.
An AI assistant cluster can connect knowledge preparation, retrieval testing, permissions, escalation and rollout.
A mistake to avoid
Do not create dozens of near-identical articles to fill out a cluster.
How to check progress
Check whether the collection supports a complete workflow without repeating the same answer.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read Turning customer questions into an editorial backlog.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
AI-assisted editorial content. Examples are illustrative, not client case studies. Read our editorial policy or report a correction.