The short answer
Write passing criteria and a fallback beforehand. A pilot should reveal limits, not cherry-pick impressive outputs.
Try it in three steps
- Define inputs and exclusions.
- Include normal, edge and failed cases.
- Use preset criteria to continue or stop.
A practice prompt
Before you start
Design a bounded pilot without treating assumptions as business facts.
Practice material (fictional)
Assume one approved manual, 5 supported questions and 2 unsupported ones, without automatic customer replies.Replace placeholders in the prompt with this material, or append the material if there are no placeholders. Reading time excludes doing the exercise.
Design a one-week practice pilot for information lookup without automatic customer replies. Define samples, reviewer, passing and stopping rules.What to look for (not a recorded test result)
Include per-question sources, no guessing for unknowns, reviewer ownership and stop rules, leaving outcomes blank until tested.
If it goes wrong
Do not expand from easy successes alone; test difficult cases first.
Check your result
The pilot supports a clear continue, adjust or stop decision.
References and scope
The links below support the concepts or product navigation. The steps and exercises are our teaching suggestions, not official certification or measured customer outcomes. Product interfaces and availability may change. References checked on 2026-10-17.