# Requirements: Product Knowledge Q&A Assistant

> **Version 1.0.0 · Last updated 2026-10-22 · Estimated setup time: 30–60 minutes (plus time to gather documents)**

Use this checklist before you hand CLONE-INSTRUCTIONS.md to your clone.

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## 1. Required skills / operators

> Skill names can differ slightly between orgs. Confirm the exact names in your skill catalog before saving the skill.

| # | Skill / operator (exact name) | What it's used for | Notes |
|---|---|---|---|
| 1 | **search_knowledge** | Search the org-level knowledge base for every question | Required |
| 2 | **platform** | Create the knowledge base and folders, attach skills, create the scheduled task | Required (or use the Knowledge page) |
| 3 | **Product Q&A** (custom skill, in CLONE-INSTRUCTIONS.md) | The answering rules | Saved by the clone or pasted by you |

## 2. Connections and minimum permissions

| Connection | Minimum permission | Why |
|---|---|---|
| Knowledge base | Create and upload (admin or knowledge manager) | Build the org-level knowledge base |
| Google Drive or OneDrive (optional) | **Read** on the document folders | Pull files in |
| Gmail or Outlook (optional) | Send as the clone | Escalation emails (only with user approval per message) |
| Slack or Teams (optional) | Post as the clone | Escalation messages |

## 3. Optional add-ons

- `joinMeeting` for live meetings.
- Scheduled task for the monthly refresh reminder.
- CRM logging: Salesforce (SalesforceActivityOperator) or HubSpot (HubspotEngagementOperator). Not needed.

| Concept | Salesforce | HubSpot |
|---|---|---|
| Log a question | Task/Activity (SalesforceActivityOperator) | Note or task (HubspotEngagementOperator) |
| Customer record | Account / Contact | Company / Contact |

| Google | Microsoft 365 |
|---|---|
| GoogleDriveCoreOperator | Microsoft_OneDrive |
| GoogleGmailOperator | Outlook email operator |

## 4. Data prerequisites

- [ ] Product docs and spec sheets
- [ ] FAQs
- [ ] Installation guides
- [ ] Warranty and policy documents
- [ ] Pricing sheets (internal only, in a separate folder)
- [ ] Documents from legacy systems and acquired product lines found
- [ ] Confidential material scrubbed
- [ ] Clear file names, grouped by product line
- [ ] Scanned PDFs have text versions
- [ ] 10 sample questions with known answers

## 5. Roles and permissions

| Role | Typical use |
|---|---|
| Sales | Specs, compatibility, positioning facts |
| Support | Installation, warranty, troubleshooting |
| Customer Success | Feature and policy answers |
| Marketing | Fact checks, partner enablement |
| Knowledge owner ({REFRESH_OWNER}) | Keeps documents current |

## 6. Estimated setup time

| Task | Time |
|---|---|
| Gather and scrub documents | 1 hour to several days |
| Discovery and placeholders | 5–10 min |
| Create knowledge base and upload | 10–20 min |
| Save skill | 5 min |
| Test plan | 15 min |
| Monthly refresh task | 5 min |

## 7. Pre-flight checklist

- [ ] I can create or manage an org-level knowledge base
- [ ] I have enough documents (not just one or two)
- [ ] Internal-only files are separated
- [ ] I know `{ESCALATION_CONTACT}` and `{AUDIENCE_RULES}`
- [ ] I have 10 test questions

## 8. You're ready when...

- ✅ The knowledge base exists at org level with product-line folders
- ✅ Documents are uploaded and named clearly
- ✅ The Product Q&A skill is saved
- ✅ The test plan passes (8/10 right, 0 wrong on pricing)
- ✅ The monthly refresh reminder is scheduled