1
Upload a PDF and wait for the document to be processed, then begin with questions that are narrow enough to verify against the source. Ask for the section or page supporting an important answer and read the original passage before relying on it. Use follow-up questions to clarify terminology, compare sections, or summarize a specific chapter rather than repeatedly requesting a summary of the entire file. For legal, academic, financial, or compliance documents, treat the assistant as a navigation aid and verify conclusions directly in the document.
2
For a first evaluation, keep the scope small enough that you can compare the AI-assisted result with a known baseline. Record the configuration, model or workflow choices that produced the result so successful tests can be reproduced. If the product connects to external systems or private data, grant the minimum permissions required and review the provider's current security and data-handling documentation before expanding access.