AI & Data

AI Knowledge Platform

Domain AI assistant built on your content — from ingestion to launch.

16 weeks28 tasksUsed 9×

About this template

The shape behind CMA GPT and similar builds: content ingestion, model fine-tuning, a beta with real users, then a phased commercial rollout — with the guardrails (instructions, sources, evaluation) baked in from day one.

Platform

Content

Phases & Tasks

What this template sets up for you, phase by phase.

1
DiscoveryWeeks 1–2
- Define goals & success metrics
- Identify content sources
- Draft project instructions
2
IngestionWeeks 3–6
- Content collection & cleanup
- Taxonomy & tagging
- Source indexing
3
Model Fine-TuningWeeks 7–10
- Prompt & instruction tuning
- Domain evaluation set
- Accuracy testing
4
BetaWeeks 11–13
- Pilot user onboarding
- Feedback loop
- Content gap fixes
5
Commercial RolloutWeeks 14–16
- Pricing & packaging
- Launch marketing
- Support model handover

Roles

Solution Architect
Model, retrieval and evaluation design
Content Specialist
Source curation and taxonomy
AI Engineer
Fine-tuning, evaluation, integration
Project Manager
Timeline, stakeholders, launch plan

Deliverables

Project instructions doc
Evaluation report
Beta feedback summary
Go-to-market plan

Back to Templates

AI & Data

AI Knowledge Platform

Domain AI assistant built on your content — from ingestion to launch.

16 weeks28 tasksUsed 9×

About this template

Platform

Content

Phases & Tasks

What this template sets up for you, phase by phase.

1
DiscoveryWeeks 1–2
- Define goals & success metrics
- Identify content sources
- Draft project instructions
2
IngestionWeeks 3–6
- Content collection & cleanup
- Taxonomy & tagging
- Source indexing
3
Model Fine-TuningWeeks 7–10
- Prompt & instruction tuning
- Domain evaluation set
- Accuracy testing
4
BetaWeeks 11–13
- Pilot user onboarding
- Feedback loop
- Content gap fixes
5
Commercial RolloutWeeks 14–16
- Pricing & packaging
- Launch marketing
- Support model handover

Roles

Solution Architect
Model, retrieval and evaluation design
Content Specialist
Source curation and taxonomy
AI Engineer
Fine-tuning, evaluation, integration
Project Manager
Timeline, stakeholders, launch plan

Deliverables

Project instructions doc
Evaluation report
Beta feedback summary
Go-to-market plan