What makes an intake process a good target for an agent evaluation?
A checklist of characteristics that make an intake process measurable: written rules, finite routing, deliberate ambiguity, inspectable state and visible downstream cost.
Use this list to judge whether a candidate intake process gives your evaluation enough to measure, and enough difficulty to separate strong agents from weak ones.
- **Written completeness rules:** each mandatory item can be tested case by case, with a clear pass or fail. - **Finite routing destinations:** queues, teams or regions are a closed set, with stated criteria for each. - **Deliberate ambiguity:** some cases are partial, amended or duplicated, so the correct answer is not always 'route it'. - **Conflicting evidence:** documents and form fields sometimes disagree, and the agent must notice. - **Exceptions with owners:** some cases need a named approver or an escalation rather than a standard route. - **Inspectable state:** case status, outstanding items and linked records can be read after the run and compared with an answer key. - **Visible downstream cost:** a wrong decision produces rework, a stalled case or a misdirected message that a grader can detect. - **Explainable outcome:** a human reviewer could state the correct result from the record and policy alone.
If a process fails several of these, it may still be worth studying, but it will be harder to score reliably.
Use these signs to decide whether an intake process has enough structure and enough difficulty to produce evaluation results you can trust.
- Audience:
- Evaluation teams
- Content type:
- Checklist
- Buyer question:
- What it is and why it matters
Content release: r-a220eb6e099b243b
Related questions
- What happens when an intake agent finds a loan file incomplete?
- Which signs show an intake process is worth modelling for agents?
- Which systems and links does an intake agent work across?
- What does application intake look like inside a real business?
- Why is intake a good test for AI agents?
- What does a single intake decision look like when an agent has to change state?