How should we scope a first pilot for set-up agents?
Start narrow with one domain, a few record types and a defined case mix, and agree success measures before generation so the pilot gives a clear answer on fit.
A useful first pilot is small and specific. The aim is to learn whether generated set-up material exercises your agent in ways you care about, not to cover every product.
**Pick one domain and one path.** For example, one product line with a handful of record types: approval, customer, account, service and task. Avoid starting with several domains at once, because you will not know which difference explains a result.
**Define the case mix.** Include clean cases, near-matches, incomplete approvals and a few cases where the right answer is to refuse or escalate. Ask for a small held-out set that your team does not use for tuning.
**Agree success measures first.** Write down what you will look at: final-state accuracy by failure mode, honesty checks, realism ratings from someone who knows the process, and how easily the release loads into your harness.
**Settle the limits.** Ask what the release can and cannot be used for, how many regenerations are possible and how fixes are handled. Scope, quantity and timing are agreed with MirrorFirm for your case; do not assume them.
**Plan the review.** Have a practitioner read a sample, and have security or governance staff review disclosure risk under your own process.
At the end, decide whether to widen scope, change the case mix, or stop. A pilot that ends with a clear no is still a useful result.
A narrow, measurable pilot tells you quickly whether the generated material suits your agents, before you commit to broader scope.
- Audience:
- Agent developers
- Content type:
- Explanation
- Buyer question:
- Scope and getting started
Content release: r-a220eb6e099b243b
Related questions
- What does a first pilot look like for a client and matter opening agent?
- What licence and usage limits should we ask about before starting?
- What should we ask for in a sample or pilot release for set-up?
- How do we wire a pilot release into our agent harness on day one?
- How should delivery formats, versioning and data splits be agreed for a pilot?
- What should I know about licensing, limits and getting started?