Short answerInternal policy bots need access control and up-to-date documents. Confirm where files will be stored, who can use the new bot, how policy updates are made and who reviews answers.
Before you move
- Review the privacy checklist: where files are stored, who can read them, retention.
- Confirm the destination supports login or workspace access, not just a public link.
Keep policies current
- Name files with dates and an owner.
- Decide who updates the bot when a policy changes.
Tell it its limits
"Answer from the policy documents. For individual situations, refer to HR." For plugin routes, see plugin migration and sharing; compare internal assistants.
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