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Define the pilot boundary before touching the stack
Start with one business decision: which question the system must answer better and for which team. If the pilot tries to solve support, internal sales, document search, and compliance at the same time, it is not a pilot. It is a badly trimmed backlog.
Week 1: lock the corpus, permissions, and operating owner
The first week is not for prompts. It is for deciding which documents enter, which stay out, and who validates that the corpus reflects the real process. Without that closure, any discussion about accuracy is noise.
- Select one document family and freeze an initial version.
- Apply permissions from day one, even in a small pilot.
- Name a business owner who can say 'useful' or 'useless' without ambiguity.
Week 2: design real questions and a minimum evaluation rule
Build a short set of real questions with expected answers, valid sources, and unacceptable failure modes. Do not measure only whether the text sounds good. Measure whether it cites, retrieves the right context, and avoids inventing when context is missing.
Week 3: integrate the workflow and human fallback
A useful pilot lives inside a workflow, not inside a forgotten URL. Decide where users query it, when a case is handed to a person, and how each failure is logged so the team knows whether the next fix is content, retrieval, or interface.
Week 4: close with an operating decision, not excitement
The right day-30 outcome is one of three: expand the domain, correct a clear gap, or stop. If nobody can explain how the pilot improves time, consistency, or traceability, it does not deserve more surface area or more budget yet.
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