Operator.

BETA TESTING GUIDE

Operator AI Beta

Goal: test whether Operator AI can reliably help real business users delegate and automate work while keeping consequential actions under human control.

Recommended workflow

Open the detailed 20–30 minute Beta Test Plan →

  1. Create an account.
  2. Explore the dashboard.
  3. Delegate a safe task.
  4. Review the AI plan and result.
  5. Test an approval-required action.
  6. Reject an approval and verify no action executes.
  7. Test CRM/Sales workflows where available.
  8. Review the audit trail.
  9. Submit feedback.

Feedback questions

1. What were you trying to accomplish?
2. Did Operator AI understand your request?
3. Did the AI produce a useful result?
4. Did you understand what the AI was doing?
5. Did the permission/approval system make sense?
6. Where did you get stuck?
7. What surprised you?
8. What would you change?
9. What feature would you add?
10. Would you use Operator AI again?

Safety

Use test data where possible. Never submit passwords, API keys, payment-card details or other secrets through feedback. Consequential external actions should remain behind Operator's approval controls.

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