How should we scope a first pilot for approval-handling agents?

The most useful first step is narrow. Pick one request type, such as supplier payments or claim settlements, and describe the approval path an agent would take part in.

A workable pilot scope usually names:

- the request type and the decisions the agent will make - two or three authority tiers and the dimensions that set them, such as amount and risk - the delegation behaviours that matter, such as leave cover and expiry - three to five exception types to include - the output format: a dataset for training, a task pack for evaluation, or a small simulated environment with tool actions - who on your side will review cases and agree the answer keys

Keep what you are asking MirrorFirm to generate separate from what you will test it on. If you plan to use the material to evaluate an agent, decide early which cases are held out and who is allowed to see them.

Some limits apply by nature. The material is generated, not a copy of any organisation's records, and it should be inspected for grounding and disclosure risk before use. Licensing terms, delivery arrangements and any timeframes are agreed in a conversation about your scope; they are not fixed in advance.

A good pilot ends with a decision. Either the structure was close enough to extend, or the review exposed gaps you can name and fix in a second round.