Evaluate and roll out safely

Build representative tests, compare quality and cost, validate refusals, and promote a bounded pilot with a rollback plan.

Define success before running tests

Choose the task, owner, expected output, permitted tools, prohibited actions and escalation behavior. Use representative examples, not only a single easy prompt. A confidence percentage, template name or passed unit test does not establish business accuracy.

Build a small reviewed test set

Include normal inputs, incomplete files, conflicting procedures, stale evidence, incorrect company references, provider failures and attempts to request forbidden actions. For OCR, include realistic scans; for voice, include accent/noise and silence; for RPA, include expired sessions and changed selectors.

Dimension	Example acceptance question
Grounding	Is each material fact supported by an authorized source?
Correctness	Does the result match the reviewed answer?
Permissions	Are cross-company and ungranted requests refused?
Human control	Does consequential work stop at the intended review boundary?
Recovery	Are retries bounded and duplicate effects prevented?
Usability	Can a second operator reproduce the task without the builder?
Operations	Are latency, cost, volume and failure handling acceptable for this workload?

Run candidates in a bounded environment

Create candidates in shadow and restrict tools to reads where possible. Shadow is an evaluation state, not proof of universal side-effect suppression. Inspect actual tool activity. Compare versions with the same test inputs and source content. Record provider/model, prompt and configuration so results are reproducible.

The public Evaluations page describes methodology; use the task's actual evaluation/run evidence for promotion. Jev advisory shadow work has its own access and cost/latency gate and does not replace human authority.

Move to a limited pilot

Agree users, volume, allowed data, hours, review coverage and rollback triggers. Choose a narrow population and a named support owner. Train operators and reviewers separately. Verify that a non-admin user can complete the documented flow with their own account.

Do not enable a provider/payment/channel action simply because read-only Q&A works. Each external action needs its own account, contract, authority, failure tests and operational evidence.

Expand deliberately

Measure actual results and reopened errors. Correct the shared cause when a bug affects multiple paths, then add regression cases that replay the failing user steps. Re-evaluate after changes to model, prompt, policy, document, connector or target site.

For a bank, the institution's risk, security, privacy and business owners approve rollout under their own process. AgenticOrg does not make a regulatory approval, certification or guaranteed service-level claim on the basis of this checklist.

Next: Team adoption checklist, BFSI onboarding.

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