What should a pilot brief specify before generation begins?
A pilot brief can define decision boundaries, test variation and expansion criteria so the first sample answers a specific development question.
Use this checklist to make the pilot's development question and decision rules explicit before requesting generated material.
- Name the agent behaviour the pilot must establish. - Define the process boundary and excluded decisions. - State which tools and permissions the agent will have. - Choose case variations that could change the correct action. - Identify who will adjudicate disputed expected outcomes. - Specify which failures require revision before expansion. - Define the evidence needed to justify a broader scope.
The pilot should support a decision, rather than simply produce material that looks plausible. For a professional services transfer from delivery to billing, the question might be whether the agent can distinguish billable completion from an unresolved acceptance condition. The brief should state how that distinction will be judged.
Keep case selection separate from result selection. Choosing only successful runs after seeing the agent's behaviour would weaken the conclusion. Agree the evaluation set and treatment of invalid cases before comparing outcomes.
A useful first step is a brief that a process owner and an agent engineer can both review. Their agreement helps prevent business ambiguity from becoming an integration problem later.
Agree what evidence will justify expanding, revising or stopping the pilot before inspecting agent results.
- Audience:
- Agent developers
- Content type:
- Checklist
- Buyer question:
- Scope and getting started
Content release: r-a220eb6e099b243b
Related questions
- What licence scope should an agent developer clarify before starting?
- What integration artefacts should we request with a first sample?
- What does a narrowly scoped handover pilot look like?
- Can we scope a useful sample without supplying production records?
- What integration contract should be agreed before a generated environment pilot starts?
- What licence questions matter when generated material becomes part of our environment?