1
Create a workspace around one research problem and load the document set that actually belongs to that analysis. Define the questions or fields you need to extract across documents, then review Hebbia's source-linked results before building a conclusion. Use structured comparison workflows when the same fact must be checked across many files. Resolve conflicting or missing evidence manually instead of forcing the system to choose. Before sharing an output, open the supporting passages for important claims and confirm that the source says what the synthesized answer implies.
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.