How should an evaluation team scope a pilot for this workflow?
Scope a pilot around one domain, a handful of exception types, a fixed output format and a clear decision about what the pilot should show.
Start narrow and decide in advance what the pilot should show.
**Choose one domain and one target**
Pick a single setting, such as loan account opening, utility connection or policy issue, and a single kind of target record. Mixing domains makes results hard to read.
**Choose the exceptions**
Name four or five exception types that matter to you, for example duplicates, open conditions and withdrawn approvals, and ask for clean controls alongside them.
**Choose the form**
Decide whether you need a static dataset, a task pack with expected states, or a simulated environment with tools and resets. Each has different effort and different uses.
**State the question**
Examples: does our agent activate too early, or does it handle near-duplicate parties? A pilot with a stated question can be judged.
**Agree the limits**
Confirm licence terms, permitted uses and any restrictions on redistribution. Timelines, pricing and service terms are agreed directly with MirrorFirm, not assumed.
The output is generated, synthetic material. As part of the pilot, plan time to inspect grounding and disclosure risk, with a practitioner reviewing a sample.
A narrow pilot with a stated question produces evidence you can act on, and shows whether to expand.
- Audience:
- Evaluation teams
- 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?
- How should we scope a first pilot for set-up agents?
- 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?