Define the pilot.
Agree the task, inputs, permitted data, expected output and the person accountable for it. We document what the workflow should do and the cases it must send to a person.
Build around your systems.
Connect approved tools to the relevant website, marketing CRM or internal knowledge source. Access is limited to the agreed purpose. Private credentials and sensitive records need an appropriate storage and access design.
Test before handing over.
Review representative examples, missing information and failure cases. Acceptance criteria can include output accuracy, time taken, successful routing and the quality of exceptions. A pilot only progresses when its agreed checks are met.
Operate with an owner.
We document access, knowledge updates, usage costs, monitoring and how to disable or roll back the workflow. New capabilities and ongoing support are separately scoped; a successful demo is not an unlimited maintenance commitment.
