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Pilot

Start with one business problem.

A time-boxed pilot lets you test one product on one real workflow before you expand. It is a guided evaluation path alongside Trial, Starter, Growth and Enterprise pricing.

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Pilot journey

A practical evaluation path, not a self-serve provisioning system.

  1. 01

    Choose the business problem

    Identify users, common conversations, and the desired outcome.

  2. 02

    Configure the assistant

    Use approved business information and an appropriate conversation flow, without diving into implementation internals.

  3. 03

    Test with realistic scenarios

    Try representative customer or employee conversations against your success criteria.

  4. 04

    Measure usefulness and decide

    Review findings and choose Early Access, trial, commercial discussion, expanded use case, or follow-up.

What the pilot covers

Pilot objectives

Choose one focused business problem: knowledge answers, enquiries, appointments, support, quotes, or internal assistance
  • Pick the fitting product: IB Assist (employee answers), IB Business Assist (customer conversations) or Agentic Assist (repeatable work)
  • Configure around approved business information and the desired conversation flow
  • Test with realistic customer or employee scenarios
  • Decide the next step: Early Access, trial, paid plan discussion, expanded use case, or follow-up

What to measure

Response consistency for agreed sample conversations
  • Useful next-step handling, including customer requests where IB Business Assist is in scope
  • Reduction in repetitive staff conversations where applicable
  • User usefulness and trust, including source verification when knowledge answers are used
  • A clear yes / no / later recommendation at the end of the pilot window

Expected outcomes

A focused evaluation of one business problem
  • Guided onboarding for a small evaluation team
  • Documented findings on fit, gaps, and readiness
  • A recommended path: continue, commercial discussion, expand use cases, or pause

Support

Kickoff and check-ins during the pilot window
  • Guidance on scenario design and business-information readiness
  • Clear guidance on limits, demo versus live integrations, and security
  • A clear next step when the fit is proven

Ready to evaluate a pilot path?

Request Early Access and we will contact you with next steps — or book a demo if you want a guided walkthrough.

Request Early Access