Example engagement
A bounded automation pilot
Choose one workflow and a representative evaluation set. Compare a rules-based baseline with AI before committing to a production integration.
How to evaluate success
Accuracy on held-out examples, review time, failure rate, and cost per completed task.
These are proposed scope and measurement examples, not reported client results. Targets and responsibilities are agreed during discovery.
Each pilot starts with one workflow and agreed evaluation criteria. Data access, retention, model-provider terms, running costs, and the consequences of mistakes are reviewed before implementation. A simpler rules-based approach may be the better fit.
Document intake and review
What you bring
Representative invoices or forms, expected fields, and examples of exceptions.
Pilot scope
Extract agreed fields into a review queue and export approved records to one destination.
Human control
Validate required fields, flag uncertain results, and require approval before records are written.
Measure
Field accuracy and minutes of review per document compared with the current process.
Support knowledge assistant
What you bring
Approved help content, common questions, access rules, and an escalation owner.
Pilot scope
Answer one defined set of questions with source links and a route to human support.
Human control
Respect document access, test unsupported questions, and hand off when a grounded answer is unavailable.
Measure
Correct, source-supported answers, escalation quality, and cost per conversation.
Enquiry routing and drafts
What you bring
Sample enquiries, routing rules, approved response examples, and destination tools.
Pilot scope
Classify incoming messages, prepare a draft, and route work to a review queue.
Human control
Keep a human approval step before sending, with duplicate detection and a manual fallback.
Measure
Routing accuracy, time to triage, and edit effort compared with manual handling.