1. Plan a digital employee
Choose one bounded task with a named business owner, measurable result and clear escalation path.
- Document the role, desired outputs and disallowed actions.
- Decide which actions require approval.
- Create a test set that covers normal and exceptional cases.
2. Configure Agent.md and knowledge
The employee-specific Agent.md is the source of role instructions. Connect only approved knowledge and data.
- Write clear responsibilities, constraints and completion criteria.
- Attach approved knowledge sources and review retrieval quality.
- Verify tenant permissions before adding sensitive data.
3. Create and review skills
Skills provide reusable task capabilities. Treat executable skills as reviewed operational changes.
- Create or edit a draft skill.
- Review behavior, required permissions and test cases.
- Publish according to the organization's approval process.
4. Run, review and improve
Evaluate results with real success criteria before broad deployment.
- Test with synthetic or approved data.
- Inspect output, traces and human handoffs where available.
- Measure failure rate, cost per task and time saved.
Scope note: This guide does not guarantee runtime functionality or replace deployment-specific instructions. Execution and inference depend on separately configured backend services.