Role and task boundaries
Define the intended learner or instructor task and the questions the system should decline. Keep assessment and teaching decisions with the appropriate people.
An educational assistant needs a clear instructional role. We scope what it can explain, what evidence it may use and when a learner or instructor should be directed to a person.
Prepare a project briefDefine the intended learner or instructor task and the questions the system should decline. Keep assessment and teaching decisions with the appropriate people.
Use approved learning material and role-aware source access. Agree treatment of learner records and provider data policies before integration.
Test factual support, inappropriate questions, missing evidence and misleading explanations. Give instructors a way to inspect sources and report problems.
Which instructional task is the assistant allowed to support?
What content and learner data may it access?
How will instructors review errors and changes to the model?
Review each handoff: what enters, who can act, what can fail and what evidence shows completion.
These answers shape the architecture, estimate and acceptance checks. Record assumptions where an answer is still unknown.
Which instructional task is the assistant allowed to support?
What content and learner data may it access?
How will instructors review errors and changes to the model?
The problem is clear, but the approach is not.
A bounded experiment, findings and a recommendation on what to validate next.
A prototype is not a production-ready service.
You know the workflow and can agree acceptance checks.
Agreed deliverables, verification evidence and operating instructions for the scoped release.
Changes to scope need an explicit decision on cost and timing.
A live system needs focused changes or ongoing care.
A prioritized backlog, reviewed changes and an agreed maintenance or support boundary.
Coverage, response targets and access are agreed per engagement.
Technology is a scoping decision. These are relevant tools and building blocks to discuss against your existing systems, operating constraints and maintenance needs.
Document parsingRetrievalPermissions
Choose source formats and retrieval behavior around the approved material and each user’s access.
Model APIsNode.jsTypeScript
Compare candidate model behavior on representative tasks before committing to a provider or deployment arrangement.
Evaluation setsLogsReview gates
Define an evaluation process and monitor answer quality, latency and operating cost within the agreed privacy boundaries.
Turn quality expectations into reviewable evidence. The exact checks and responsibilities belong in the project scope.
Evaluate answers against expected results and check that cited passages actually support the answer.
Test restricted documents, missing evidence and unsupported tasks; keep consequential actions behind agreed approvals.
Record evaluation cases and limitations so changes to models, prompts or source data can be reviewed before release.
Turn the idea into a scope that can be reviewed and maintained.
Education AI features with approved content, source-grounded answers, evaluation and instructor review defined around the learning task. The scope can include role and task boundaries, sources and access, evaluation and oversight. Deliverables depend on the agreed workflow and existing systems.
Education teams evaluating content assistants, instructor tools or knowledge support.
Bring the workflow, user roles, existing systems and anonymized examples. Which instructional task is the assistant allowed to support? Start with a local project brief and share it when you are ready.
The estimate depends on the workflows, integrations, data, review requirements and operating responsibilities. These are agreed for the individual project. A planning brief does not book work or establish a delivery commitment.
Bring the problem you want solved. We’ll shape it into a project brief you can keep — or let AI draft a first approach.