Start with a document you know
Choose a short, supported SharePoint document whose contents you already understand. Open SHaiRO on its approved site and check the displayed context. This makes it easier to evaluate the answer.
Ask a focused question
Try a request that gives the document name and the outcome you need:
Find our leave policy and summarise the process for requesting leave. Include the source.
A clear document name, subject or project usually helps more than a vague question about everything in the site.
Check the answer against the source
Open the linked source and compare the answer with the document. Treat the response as an assistant’s interpretation, especially for dates, amounts, exclusions and decisions that affect customers or staff.
Ask a follow-up
Keep the same conversation to refine the result:
Turn that process into a short checklist for a new employee. Keep the policy exceptions visible.
For a different subject, start a new chat. This helps keep the conversation context relevant.
Review the usage
Each question can involve more than one model call. The backend settles actual credits; the app shows settled usage when available. Your reseller dashboard’s Usage ledger is the place to review recorded requests.
Chat history is local to the browser, user and site. It is not a cross-device archive. See Data & access before relying on history for records.