AI WIZARD | BUSINESS ASSISTANT PILOT CHECKLIST
hello@aiwizard.work | +971 55 101 3351 | Dubai, UAE

1. First task
The question or drafting job the assistant should help with:
People who will use it:
What a useful answer or draft must contain:
What needs a person's approval:

2. Information
Approved sources and their owners:
Current versions and update frequency:
Conflicting or missing material to resolve:
Material that must be excluded:

3. Access and integrations
User groups and the information each may read:
Systems to connect and supported integration methods:
Read-only functions for the first pilot:
Any later actions requiring separate approval rules:

4. Evaluation
Representative everyday requests:
Ambiguous questions and missing-answer examples:
Restricted-information and misleading-instruction test cases:
Expected source or outcome for each test:
Who will review results and decide whether to proceed:

5. Operation
Source-update responsibility:
Error reporting, escalation and connection failure process:
Expected users and request volume:
Platform, usage, hosting and support costs to review:
Handover, maintenance and review requirements:

Begin with a defined pilot. Confirm integrations, access rules, evaluation
criteria and operating assumptions in the written proposal before the build.