Your starting point matters.
This article provides initial guidance. The right steps depend on your goals, systems and available resources.
Collect recurring questions
Review typical requests and record which answers can be standardised. Individual decisions should be handled separately.
Define limits
Specify when the assistant should not answer. A clear handover protects communication quality for unusual or sensitive requests.
Start with a pilot
Test one small area with checked information and human oversight. Document errors and improve the process before expanding it.
A practical next step
Write down the most important open question for your business and who can address it internally. Use this to define a specific task to discuss with the people involved.
