Product6 min read

From pilot to production: a rollout playbook for agentic features

How we sequence shadow mode, limited release, and full automation so product, legal, and ops stay aligned—and metrics tell the story.

Sam Okonkwo
Product Lead
rolloutGTMmetricsoperations

The fastest way to kill an agent project is to skip the boring middle: a pilot that measures something your CFO and counsel both care about. We use a four-stage ladder that keeps scope small while pressure-testing reality.

The four stages

  1. Shadow mode: generate suggestions, never send; compare to human actions.
  2. Reviewer queue: one-click approve with full diff and policy hints.
  3. Limited release: narrow segment or geography with elevated monitoring.
  4. Autopilot: only where error budgets and rollback paths are proven.

Pick one north-star metric per stage

Stage two might optimize for reviewer time saved. Stage four might optimize for conversion or deflection without hurting CSAT. If every stage chases the same number, you will optimize prematurely and hide failure modes.

A pilot without a kill switch is just a demo with production traffic.

Document the kill switch before launch: who can flip it, in what tool, and what customer-visible copy appears when automation pauses. Rehearse it once. Future you will send thanks from a beach.