Canonical: https://1968labs.com/resources/ai-assistant-test-worksheet

> A downloadable test sheet for checking supported answers, unknowns, human handoffs and sensitive requests before an assistant launches.

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Free template · AI assistants

# AI assistant pilot test worksheet

A downloadable test sheet for checking supported answers, unknowns, human handoffs and sensitive requests before an assistant launches.

6 field groups Filled example Practical instructions

Your free working copy

## Get the template.

Edit in your spreadsheet app, or print a copy for the team.

[Download Excel template](https://1968labs.com/worksheets/ai-assistant-test-worksheet.xlsx)

[Printable PDF](https://1968labs.com/worksheets/ai-assistant-test-worksheet.pdf) [CSV version](https://1968labs.com/worksheets/ai-assistant-pilot-worksheet.csv)

Free to use. No email address required.

[![Preview of the printable ai assistant pilot test worksheet](https://1968labs.com/assets/worksheet-ai-assistant-test-worksheet.png)](https://1968labs.com/worksheets/ai-assistant-test-worksheet.pdf)

Printable worksheet [Open the full PDF](https://1968labs.com/worksheets/ai-assistant-test-worksheet.pdf)

Inside the template

## A working document, ready to adapt.

A convincing demo is not enough to release an assistant. Test ordinary questions, missing information and the requests that must go to a person. Keep the expected behavior separate from the answer you actually observe.

**What each field means**

**Scenario**: The customer task or question being tested.

**Approved source**: The document supporting an answer, when one exists.

**Expected behavior**: An answer, clarification, refusal or human handoff.

**Actual response**: What the assistant actually said or did.

**Result and owner**: Pass, needs work or blocked; who will resolve it.

**Retest evidence**: The result after changing the source or workflow.

**Example test case**

**Scenario**: Customer asks to return an item after the published return window

**Approved source**: Returns policy, section 3 — exceptions need team approval

**Expected behavior**: Explain the policy and offer a human handoff; do not approve an exception

**Actual response**: Not recorded — run the test with the approved policy

**Result and owner**: Not run · support lead owns the review

**Retest evidence**: Pending — record the response, date and policy version after testing

**How to use this worksheet**

1.  Begin with frequent real questions and approved, current source material.
2.  Include unknown answers, conflicting sources and attempts to obtain private information.
3.  Test the full handoff, including whether a responsible person actually receives the request.
4.  Retest after source, prompt or software changes. Keep a dated record.

Passing this worksheet does not prove the assistant is safe for every situation. Start with a bounded task and an accountable human fallback.

[Read the practical guide](https://1968labs.com/blog/ai-assistant-pilot-test-plan)

Work with us

## Want help putting this into practice?

Tell us what you’re trying to improve.

We’ll reply within 24 hours.

[Services and starting prices](https://1968labs.com/services)

Form fields: Your name; Your email; Your question. [Use the form on the website.](https://1968labs.com/resources/ai-assistant-test-worksheet)