Before you start
Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.
This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.
Prepare the right starting point
Define a narrow initial scope and prepare approved knowledge.
Complete the task thoughtfully
Set the handoff route for questions the assistant cannot confidently resolve.
Verify the result
Test common questions, unclear requests, and requests for a human before enabling it for visitors.
Final checks
Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.