Before your AI starts freelancing
AI Knowledge Control Checklist
25 checks for the sources, permissions, claims, citations, and change controls behind customer-facing AI.
Source ownership and freshness
- ✓Every source has a named owner
- ✓Review dates are assigned and tracked
- ✓Stale sources are flagged before AI uses them
- ✓Source changes trigger review workflows
Verification and governance
- ✓Documents are verified before AI citation
- ✓Draft content is excluded from AI access
- ✓Review workflows exist for sensitive knowledge
- ✓Published docs match approved versions
Permissions and scope
- ✓Public AI cannot access internal knowledge
- ✓Each AI application has scoped access
- ✓Policy gates block out-of-scope answers
- ✓Sales, support, and internal AI are separated
Claims, citations, and testing
- ✓Important claims have verified sources
- ✓Answers include citations where required
- ✓Prohibited claims are documented
- ✓Answer tests run before customer-facing launch
Change control
- ✓Source changes are detected and reviewed before AI reuse
- ✓Source Maintenance Inbox tracks material diffs (Pro+)
- ✓Knowledge Releases gate AI updates before customers see them
- ✓Knowledge Contracts bind claim behavior to proof and tests
Monitoring and gaps
- ✓Source monitoring watches high-demand sources (Pro+)
- ✓Knowledge Health surfaces stale or conflicting docs
- ✓Intelligence clusters repeated no-source and refusal questions
- ✓Intercom and Zendesk Connect adapters report connection health
Before your AI starts freelancing
Get the AI Knowledge Control Checklist.
25 checks for the sources, permissions, claims, citations, and change controls behind customer-facing AI.