You've installed the Zammo product and are now wondering: What’s the best way forward? How do we effectively test the chatbot? What questions should we ask? What defines a correct response? and When is it ready to go live?

If you're new to Retrieval-Augmented Generation (RAG), please start by exploring the article below to gain an understanding of how this powerful tool works.

Getting Started with RAG: A Step-by-Step Guide

The list below highlights key best practices to ensure a smooth and effective implementation of your conversational AI chatbot:

1. Assemble a Small, Focused Team

Start with a small team where members have clear roles and responsibilities. Assign members to key areas such as:

• Project planning – Outlining goals, milestones, and expectations.
• Content development – Determining what information the chatbot should access and where it resides.
• Workflow design - Crafting customized conversations and API integrations (optional).
• Testing and refinement – Ensuring accuracy and improving responses.
• Publishing and monitoring – Overseeing the chatbot’s launch and performance.

2. Establish or Identify an AI Policy

An AI policy serves as a framework outlining the guidelines for developing and using AI within an organization. Some organizations require a formal policy before initiating a bot project. It’s important to determine whether such a requirement exists within your organization and, if necessary, create a policy to ensure responsible AI implementation.

3. Embrace the Shift to Conversational AI

Many of us are new to conversational AI, where traditional methods like keyword matching or simple Q&A pairs have shaped our expectations of information retrieval. However, leveraging Azure OpenAI and Retrieval-Augmented Generation (RAG) requires a shift in approach. These technologies can process complex tasks in seconds, yet they blend both science and art rather than offering exact precision. Designing and publishing an AI-powered chatbot is an iterative process—one that involves experimentation, testing, continuous learning, and creativity.