You cannot gate a rollout on metrics you never measured. Before anyone sees the agent, spend a week instrumenting the human queue: containment rate (share of conversations resolved without handoff), escalation rate, CSAT, and response-time percentiles. Those four numbers become the reference line every gate is compared against.
The reason is well documented. The Institute of AI PM reports that 73 percent of failed AI projects had no agreed definition of success before the project started, and that projects with quantified success metrics defined upfront achieve a 54 percent success rate versus 12 percent without them. That is a very large gap for something you can fix on a single spreadsheet. A two-page pilot charter that fixes scope, KPIs and go/no-go rules before launch is the cheapest insurance available (the two-page charter).
For a customer-facing support agent, the baseline table you want looks like this:
| Metric | Definition | Example human baseline | How the gate uses it |
|---|---|---|---|
| Containment | Conversations closed with no human touch | 62% | Agent within 3 points of baseline |
| Escalation | Conversations handed to a human | 31% | Agent no more than 2 points above baseline |
| CSAT | Post-conversation rating, 1 to 5 | 4.30 | Agent no more than 0.2 points lower |
| p95 latency | 95th percentile time to first useful reply | 45 s | Absolute ceiling, 3 s for streaming first token |
| Deflection quality | Random sample of 50 contained chats, human-scored | n/a | At least 90% actually resolved |
Two cautions about these numbers. First, containment and escalation are two views of the same event, so a rise in one almost always shows up in the other; track both because it tells you whether the agent is silently failing or loudly failing. Second, CSAT on a bot is not directly comparable to CSAT on a human, because the populations self-select. That is why the gate uses a tolerance (5 points, or 0.2 on a five-point scale) rather than an equality test.
If your executive sponsor wants a single number to report, give them one: contained conversations multiplied by average handle time saved, minus cost per conversation. Everything else is diagnostic.



