Can the assistant hand work to a person?
Yes. The pilot can collect context and route it to an agreed inbox, queue, or system. The handoff and response ownership must be part of the workflow.
Supporting capability
Test one assistant workflow without pretending a chat interface solves the whole operation.
Pilot a bounded assistant for internal knowledge, drafting, intake, or guided support with source visibility, escalation, and an explicit human-review path.
Good fit
- Internal teams with repeated questions or drafting work
- Support/intake teams that need escalation rather than autonomous answers
- A defined user group, source set, and review owner
- A buyer willing to measure quality on representative interactions
Problems this can address
- Users repeat the same questions or drafts across a bounded process
- The assistant needs approved context and a clear unsupported-answer state
- A human must approve, correct, or escalate sensitive output
- The team needs a pilot before embedding an assistant in a product
Deliverables
What the scope includes
- One defined conversation or drafting workflow
- Approved source/prompt/tool boundaries
- Escalation, correction, and unsupported-answer states
- Versioned test conversations and acceptance report
- Deployment and handoff notes for the pilot
How this engagement works
Each stage has a decision and a documented output.
- 1
Define the assistant job and escalation boundary
- 2
Create test conversations and source rules
- 3
Build the smallest complete interface and workflow
- 4
Review failures, document limitations, and decide whether to expand
Qualification
- The buyer can define common questions/tasks and unacceptable output
- A reviewer can label representative conversations
- Source and escalation ownership are clear
- The first user group and channel are bounded
Evidence required to publish results
- Versioned conversation/evaluation set
- Failure and escalation records
- Attributable source revision or workflow export
- Permission before client adoption or quality results are published
Common questions
Will it answer only from our documents?
That behavior must be designed and evaluated. A prompt alone is not a guarantee. Source retrieval, unsupported-answer handling, citations where implemented, and human review all matter.
Bring one workflow
Do not send confidential files. Start with the process, approximate volume, current systems, review owner, and desired output.
Request this scope