Choose one task people perform repeatedly and describe the result they need. Identify which source information is authoritative and how access to it is controlled. A compelling demo is a starting point for these questions.
Create a small set of realistic examples, including missing information and conflicting sources. Decide when the assistant should answer, ask a question or decline to proceed.
Use the first evaluation to refine scope. Record the owner of the next decision, the evidence still needed and the conditions under which a pilot can expand.