AGENT GUIDES
What should you prepare before starting an AI agent pilot?
Start with one workflow, approved source material, a responsible business owner and a small set of representative test tasks. Define what the agent may do, what requires approval and what success will mean before connecting production systems.
Preparation Worksheet
Six inputs for a scoped discussion.
| Input | What to prepare | Why it matters |
|---|---|---|
| Business problem | One repeated bottleneck and the team affected | Keeps the pilot focused |
| Example work | Representative enquiries or tasks, anonymised where needed | Supports realistic evaluation |
| Knowledge | Approved documents, owners and known gaps | Establishes the answer boundary |
| Access | Systems involved and permitted read/write actions | Prevents unintended authority |
| Review | A responsible reviewer and escalation conditions | Preserves human accountability |
| Acceptance | An agreed test set and measurable criteria | Makes the result assessable |
Choosing the Product
Match the workflow to the product.
- EAS: customer enquiries, product answers and structured lead handover.
- ETA: enterprise knowledge, expert review and authorised workflows.
- ETA-ONE: business facts, exceptions, decision preparation and executive follow-through.
For an EAS pilot, acceptance could consider answer support, required-field completeness and correct escalation. For ETA, consider source traceability and permission behaviour. For ETA-ONE, consider whether issues reach the right owner with an explicit next action. Thresholds are agreed for the project, not assumed universal benchmarks.
Data and Approval
Do not send confidential datasets through an initial enquiry form. Agree a suitable transfer method and access scope first. High-risk personnel, funds, legal, quality, regulatory and safety decisions remain with the responsible people.
Sources and Status
Publication date: 29 September 2026. Review trigger: changes to the pilot process, product architecture, data boundaries or acceptance approach.
This is an AIagent guide based on the pilot process and product architecture, not a report of customer outcomes.
Read EAS Standard vs Advanced or return to Insights.
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