Kickoff and Success Plan
Agree on the workflow, the people and what success means, in writing.
Design-Partner Pilots Are Open
Get Started With a 60-Day Pilot
The easiest way to start AI with rules in place. Up to 15 seats, Pro features, usage credits and a written success plan, run on one real workflow.
What Happens
How the Pilot Runs
First Workflow Live
Your team starts using Chat, Builder or Agent mode on real work.
Review the Audit Trail
Walk through the AI audit trail with your compliance contact.
Results and Decision
Review results against the written plan and decide what's next.
What You Bring
What Your Team Brings
One Real Workflow
Something your team does often, where AI could help.
An Admin
Someone to set policy and watch the admin view.
A Compliance or Risk Contact
Someone to review the record with us.
What Success Looks Like
Success is measured against the written plan you agree to at kickoff, not against someone else's numbers. Regulated data stays out of the pilot until the right agreement is in place.
Apply
Apply for a 60-Day Pilot
Tell us about your team and the task you'd test first.