We need process truth before model talk. Provide volume counts, average handle times, and top failure reasons for the target workflow. Share redacted sample tickets, claim forms, quotes, or chat transcripts that show real language. Diagram current systems and who owns each. List field definitions for customer, order, policy, or SKU identifiers. Note refresh rates and known gaps. Without this, every estimate is guesswork.
Technical access comes next. Read-only API docs, sandbox credentials, and data dictionaries accelerate mapping. If APIs are weak, scheduled exports with schemas still work for early design. Flag PII and any regulated categories immediately. Consent and retention rules belong in the same pack. Security contacts should join the first technical call. Delayed access is the main reason river projects slip in mid-size Virginia firms.
For retrieval systems, gather the knowledge sources staff already trust. That includes policy PDFs, SOPs, product manuals, and pricing sheets. Version stamps and owners on each document prevent contradictory answers. Prior chatbot logs are gold when available. CRM notes reveal where humans invent workarounds. We do not need perfect warehouses on day one. We do need honest dirt maps so the plan funds cleanup.
Business constraints complete the set. Budget ranges, hard deadlines, supplier contracts, and union or academic calendar limits matter. Name any offline hours when systems may update. Explain seasonal peaks around tourism, harvest, or campus move-in because load shapes architecture. Share past vendor failures so we avoid rude repeats. The richer this packet, the tighter our first roadmap.