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 Duration 7 hours

Course Outline

  • Day 1: From a document collection to a knowledge agent
    • How AI answers from documents
      • Searching the collection and answering with a source
      • Why answers are missing or wrong
      • Difference between uploaded files and connected file storage
      • Exercise: Collect three typical questions from the area that the agent should answer.
    • Preparing knowledge
      • Structure, naming and currency
      • Removing duplicates and contradictory versions
      • Checking permissions
      • Exercise: Review the own document collection and put together a cleaned selection.
    • Choosing a platform
      • Copilot agent on SharePoint
      • Claude project or custom GPT
      • Langdock assistant and NotebookLM
      • Criteria such as data storage, sharing, size of the collection and cost
      • Exercise: Choose the right platform for the own case and justify the choice.
    • Building the agent
      • Instructions with audience, tone and answer format
      • A source reference in every answer
      • Handling questions without an answer in the collection
      • Exercise: Build the knowledge agent on the chosen platform.
    • Testing with a question catalog
      • 20 test questions with expected answers
      • Rating answers as correct, partly correct, wrong and missing
      • Improving instructions and collection in a targeted way
      • Exercise: Test the agent with 20 questions and record the hit rate.
    • Maintenance and operation
      • Responsibilities for content
      • Updates and version status
      • Collecting feedback from users
      • Exercise: Write a maintenance plan with responsibilities and rhythm.
    • Outcome: Each participant has a shared knowledge agent on their own documents, a measured hit rate and a maintenance plan.

Requirements

  • Access to Copilot, Claude, ChatGPT, Langdock or NotebookLM, and a collection of released documents from the own area.
  • No programming skills required.

Audience

  • Teams, knowledge owners and key users who want to provide answers from their own documents, policies and manuals.

Number of participants


Price per participant

Provisional Upcoming Courses (Require 5+ participants)

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