Stage 1: controlled demonstration
Use fictional or safely de-identified scenarios to test workflow logic and escalation before external actions exist.
Stage 2: supervised internal use
Let staff review every draft and record corrections. Do not treat a good demo as production proof.
Stage 3: limited live pilot
Use a narrow channel or traffic slice with named monitoring, acceptance tests and immediate stop conditions.
Stage 4: review and decide
Compare evidence with the baseline. Expand, correct, pause or return to the human process based on agreed criteria.
Technical evaluator notes
Evaluation should confirm architecture, data handling, knowledge ownership, permissions, human authority, QA/UAT criteria, integration boundaries, monitoring, audit evidence, release gates and rollback for the specific workflow. The guide does not claim that external systems are connected.