Choose a workflow worth proving
Document the current process, volume, wait time, failure cost, source material, system access, exceptions, risk, and a measurable definition of better. Favor a narrow workflow with repeated demand and clear ownership.
Step-by-step implementation guides
Move from idea to
evidence.
Use these guides to prepare the workflow, sources, controls, test cases, and scorecard a responsible AI pilot needs.
01
Prepare an approved source set
Assign owners, remove obsolete copies, identify conflicts, capture exceptions, mark sensitive material, and decide how updates will reach production. The agent should know which source wins when documents disagree.
Test answers, actions, and handoff
Create normal, ambiguous, adversarial, out-of-scope, and high-risk scenarios. Define the expected source, permitted action, escalation trigger, and reviewer for every important case.
Agree on the pilot scorecard
Track answer quality and successful handoff alongside operational measures such as response time, resolution time, rework, and workload. Add customer and business measures only when attribution is credible.
Need a guided working session?
AMSS can turn the guide into a scoped pilot decision.
Bring the workflow owner, the source material, and the operational constraints. We will help structure the rest.
Request a workflow review ↗