Resources

Resource

Pre-Onboarding Source Package

Prepare repo, website, docs, owner notes, source exclusions, and screenshot boundaries before AnswerLattice Knowledge Intake.

Reading time

7 min read

Updated

2026-06-02

Action

Run pre-onboarding

Quick answer

The source package should show what is available, what is blocked, what product is in scope, and what the owner has reviewed.

Define the product scope

Many repositories contain more than one product, internal tool, or shared infrastructure area. The source package should name the target product first and explicitly exclude sister products unless they affect support.

  • Name the product AnswerLattice should learn.
  • List app, website, docs, and owner-note sources separately.
  • Document sister-product exclusions.

Use available sources only

The package can include public links, docs, repo files, owner notes, screenshots, and short recordings when they are accessible. Blocked sources stay pending.

  • Use not available for sources the agent cannot access.
  • Use not applicable when the product does not have that source type.
  • Do not ask an AI coding agent to pretend it has seen login-only pages.

Keep owner review visible

  • Mark claims that need owner approval.
  • Mark screenshots or recordings that need privacy review.
  • Keep generated support outputs review-ready until approved.