The ten tests
- 1. Read a specific customer's complete history.
- 2. Understand the current stage of a job and what comes next.
- 3. Produce a document from real business data, not a generic template.
- 4. Deliver that document — send, share or route for signature.
- 5. Create or modify money records such as estimates and invoices.
- 6. Book, move or cancel work against real availability.
- 7. Answer a customer directly through a real channel.
- 8. Trigger the next workflow step automatically.
- 9. Operate within one user's permissions and one organization's data.
- 10. Write every action to an audit trail that names the actor.
How to run the evaluation
Bring one real scenario to every demo — the same scenario each time. Ask the vendor to complete it live, then ask to see the resulting record and the audit entry. Scoring becomes obvious very quickly.
Why the last two matter most
Permissions and audit are not paperwork. Without them, an AI that can act is an unbounded liability, and no compliance program will accept it. With them, AI actions are more traceable than manual ones, because nothing depends on someone remembering to write it down.