AI & Technical question

A Fortune 500 prospect wants to automate high-value support interactions across chat, email, SMS, and voice, but the C-suite doubts an AI agent can do this safely. How would you structure a pre-sales pilot: which workflows would you start with, what model failure modes and guardrails would you test, what offline and online evals and success thresholds would you require, and how would those results translate into a full production rollout?

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What this question tests

Tests structuring a pre-sales pilot with concrete evals and thresholds to prove agent safety and reliability to a skeptical enterprise leadership team.

How to approach it

  1. Start the pilot on the lowest-risk, highest-volume workflow, such as order status, rather than complex escalations, to build a credible track record.
  2. Define failure modes to test explicitly: hallucinated policy answers, incorrect actions taken via tools, and inappropriate escalation.
  3. Define guardrails to test, like confidence-based handoff to a human and hard limits on autonomous actions such as refunds above a threshold.
  4. Define offline evals against a labeled set of past tickets, and online evals like containment rate, satisfaction, and escalation accuracy.
  5. Set explicit success thresholds before the pilot starts, such as a minimum satisfaction score and maximum error rate.

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