Strategy & ROI

Running Your First AI Agent Pilot

A step-by-step plan for a first AI agent pilot that produces a clear go/no-go decision.

Written by
AI Agents at Work · editorial team
Last reviewed
Reading time
2 min
Sections
3

The short answer

A good AI agent pilot covers one workflow, has a named owner, a baseline metric, a fixed timeline of a few weeks and a decision meeting at the end.

Key takeaways

  • One workflow, one owner, one metric.
  • Real work, real approval.
  • End with a decision.
Part of the complete guideAI Agent Strategy and ROI: A Complete Leader's Guide →

01Scope narrowly

One workflow, one team, one metric. Broad pilots produce vague results.

02Run it in real work

Use real requests, not test cases. Keep approval on so the team gains trust safely.

03Decide

Compare to baseline and decide: scale, adjust or stop. See how other companies scaled after pilots.

Frequently asked questions

How long should a pilot run?

Typically four to eight weeks.

What if results are mixed?

Look at edit patterns; often instructions, not the concept, need fixing.

How this guide was made

Written and reviewed by our editors against vendor documentation, public regulation texts and practitioner interviews. We update guides when products or rules change. Tools mentioned may have a commercial relationship with this site; this never decides what we recommend.

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