Test and pilot an AI agent

3 lessons · ~13 min

Estimated reading time.

Overview

Build tests, compare the agent with the workflow within approved scope, and rehearse stopping and takeover. Record quality, time and cost before deciding what comes next.

1
Build an agent test set before a pilot
~6 min
Build a privacy-conscious test set that checks outcomes, tool use, access, handoffs and an agent's limits before a pilot.
2
Plan an agent pilot with human review
~3 min
Plan a time- and cost-bounded comparison with the existing workflow, named owners and stop conditions.
3
Stop the agent and take over unfinished work
~4 min
Rehearse stopping new work, reconciling active runs and handing off unfinished cases without loss or duplicate actions.