Define before starting
- An employee who owns the task.
- The permitted sources and working folders.
- Actions that require prior review.
- A contact for errors and exceptions.
Define what your Dot may use, which actions need review and who remains responsible. BigBase makes these agreements part of configuration and practical testing.
A Dot helps with work, but an extra tool does not resolve unclear responsibility. Choose an employee who understands the instructions, evaluates results and reports changes.
We identify the information required and discuss configuration with your administrator. A task involving one folder does not automatically need access to all business information.
Available permissions and settings differ between environments. We assess the setup that can be implemented, document the choices and check them during the practical trial. Your business policies remain the starting point.
A general instruction such as “be careful” is difficult to evaluate. Concrete working agreements are clearer:
We agree which steps can run independently based on the task and available capabilities.
We include examples with missing information, conflicting instructions and requests outside the scope. Your team can then assess how the workflow handles exceptions as well as normal results.
After setup, these agreements still need attention. Read our maintenance guide and implementation steps for a practical approach.
We decide this for the assignment and available capabilities. A prepared overview needs different review from an external message or change. We define the intended boundaries and test the workflow.
No. AI can misinterpret or miss information. We therefore use trial assignments, visible sources, clear exception handling and a human owner who reviews important results.
Scope, preparation, trial assignments and handover for your first AI Dot.
Read this guideExamples for case preparation, research, internal work queues and meetings.
Read this guideChoose sources, avoid duplicate processing and identify the connections you need.
Read this guideUse focused access, clear approval points and an owner for exceptions.
Read this guideUnderstand both BigBase prices and how a Dot differs from an AI Employee.
Read this guideReview quality, time savings and changes without quietly widening the task.
Read this guideTell us which work takes time. We help you choose a service and define the scope in a proposal.