What should a pilot brief for intake include?

Before contacting MirrorFirm, assemble a brief that makes a pilot specific enough to scope and to judge.

- The intake path to cover, with case type, channels and the roles that receive the case. - The systems and tool actions your agent will use, with argument names where known. - The policies to model: completeness rules, routing rules and any tie-break logic. - The exception classes you most need represented, ranked by cost to your business. - The delivery form wanted: files, task pack or environment with reset and export. - Your intended use: internal evaluation, training, or both, and whether results will be published. - Success criteria written as checks, such as consistent keys and reproducible expected outcomes. - A plan to review the sample for grounding and disclosure risk, with a named reviewer.

Do not include real applicant data in the brief. Describe the shape of records and rules instead. Timing, volume and commercial terms are agreed in discussion, not assumed from a template.