How to do it
- 01
Publish reviewed knowledge articles before enabling replies. Open Automation & AI and try a question in Preview answer.
- 02
Review the Local knowledge assistant settings: assistant name, handoff message, answer confidence, reply limit, and always-hand-off phrases.
- 03
If you use semantic matching, configure the provider key and knowledge index. Set minimum similarity, cited-source count, freshness, and unsafe-review pause to your policy.
- 04
Enable the assistant deliberately, save settings, and send a test question from the widget. Verify an answer points to approved knowledge or hands off to your team.