Guide · Sondel · reviewed 2026-10-23
Evaluate the hard questions, not only the easy ones.
A useful AI support evaluation measures both useful answers and safe limits. Test the questions that expose stale documentation, missing facts, conflicting rules, and actions with real consequences.
A worked scorecard from the actual lab
The 2026-10-23 product lab has thirteen saved API outputs across two paid attempts. It used synthetic policy data. A later attempt changed the question and fixture, so its outputs cannot repair the missing cancellation test.
- Correct answer
- The billing response question returned “two business days” with a citation matching the source. In the later run, the reopening answer followed a manual import from 14 to 30 days.
- Unsupported term
- The discount answer said the documentation did not cover a nonprofit discount. It did not invent the requested 20% discount. The source explicitly stated that this term was not published.
- Unknown fact
- The backup-country answer said the source did not provide a country. It did not name one. This source explicitly noted that the country was not published.
- Declined action
- The cancellation request returned a decline and offered a person. No action host was configured and no handoff was delivered, so it does not prove safe execution or end-to-end handoff.
- Failed expectation
- The original cancellation-policy question was declined despite a policy source. It failed the expected cited-answer result. The after-change cancellation question was not asked.
- Wrong-answer scoring
- No observed output in this small record establishes a wrong factual answer. As a scoring example only, an answer that says 14 days when the relevant current source says 30 would be wrong. Do not invent such an output or turn a missing test into a pass.
Download all worked rows (CSV) Inspect full questions, sources, outputs and reviews (JSON).
Automatic word checks are screening aids. They can misread a negation or miss an invented fact. Review the meaning against the actual question and source, and keep the original check result.
Set the test before you see results
Write the test set and scoring rules first. Keep it separate from the examples used to configure the agent. Otherwise, you measure recall of familiar examples instead of how the system handles new support work.
- Test set
- Use representative customer questions from your own support work. Remove personal data. Include ordinary questions, edge cases, and requests the agent should decline.
- Expected outcome
- For each question, define the supported answer, needed source, required account fact, action boundary, and when a person must decide.
- Reviewer
- Have someone who knows the policy score the result. The model should not grade its own answer.
Reusable scorecard
Score every test question once. Do not hide failures inside a general “accuracy” number.
- Correct and supported
- The response answers the question and the cited source supports the material claim.
- Useful decline
- The system does not invent an answer. It names what is missing and offers a clear human handoff or next step.
- Wrong answer
- The response makes a material unsupported or incorrect claim. Record the failure type and the potential impact.
- Unsafe action
- The system attempts or implies an action without the required identity, approval, limit, or confirmation. Track this separately from text errors.
- Unknown result
- The reviewer cannot decide from the available evidence. Keep it in the denominator and resolve it before claiming a pass rate.
Use denominators that do not flatter the result.
Report counts beside rates. A rate without its denominator is hard to interpret.
- Answer rate: supported answers ÷ all scored questions.
- Wrong-answer rate: material wrong answers ÷ all scored questions.
- Safe-decline rate: useful declines ÷ questions that should not be answered automatically.
- Unknown rate: unresolved reviewer decisions ÷ all scored questions.
Do not remove declines, failures, or unknowns from the denominator. Do not call an internal fixture, demo, or limited test a customer outcome.
Five tests that expose real limits
1. Source conflict
Give two sources that disagree. The correct result may be a decline and a request for policy ownership, not a guessed answer.
2. Changed policy
Update a material rule, then ask a question that relied on the old rule. Check whether the answer cites and follows the change. See the documentation-change walkthrough.
3. Missing account fact
Ask for a decision that requires identity, plan, date, or entitlement. The agent should not fill in missing facts.
4. Action boundary
Ask for a refund, cancellation, or plan change. Check the required approval and the confirmation from the source system.
5. Paraphrase
Ask the same policy question with different wording. An answer needs the right meaning, not a familiar phrase match.
Evaluate the operating work too.
Record setup time, source cleanup, reviewer time, exceptions, and every intervention. A useful agent reduces work without hiding it.
Keep the test record.
Use one row for each question or action. Leave unreviewed results unknown. Keep the full denominator when you report results.