What is a useful first pilot for an agent entering a hardship workflow?

Begin by choosing the specific responsibility you want the agent to perform. Recognising a possible referral trigger, preparing an intake record and coordinating a completed transfer are different scopes. Combining them immediately can make it difficult to identify why an agent succeeds or fails.

A useful first pilot can focus on preparing a referral draft for human review within one product and one channel. Supply the policy boundary, required intake fields and the actions the agent may take. Define the endpoint as a reviewable draft with evidence links, rather than an assistance decision.

Ask MirrorFirm to scope generated cases around that endpoint, including enough ambiguity to exercise clarification and enough clear cases to establish expected behaviour. Agree which outcomes remain outside the exercise, such as long-term arrangement performance or specialist eligibility assessment.

The first step is a short workflow brief and an acceptance rubric. Use the sample to check whether reviewers can consistently judge the proposed output. If they cannot, refine the policy or task definition before expanding the environment. This avoids treating an unresolved business rule as a model defect.