Five questions before a conversational AI pilot

What is the process? Name one task and the person accountable for it. Avoid starting with an entire department or an undefined promise of transformation.

What information is needed? Identify sources, owners and access boundaries. What may be acted on? Separate read-only information from actions that change business state.

Who reviews the outcome? Decide where a person intervenes. What would count as success? Agree a review method and acceptance criteria before any pilot starts.