Follow these steps
Use the workspace and website that you intend to configure.
- List the decisions your team needs to make: service fit, project goal, timing or the right person to involve.
- Write a short question for each necessary decision in AI agent settings.
- Keep questions focused and ask one thing at a time. Use AI writing for a draft if helpful.
- Save and test the conversation, then review whether the answers help your team follow up.
What to check
Do not collect sensitive details simply because a text field makes it possible.