Look beyond the named solution to the business need.
A client asks for AI in customer enquiries. One manager wants faster replies; another wants less work for staff. The technical team is ready to discuss tools, but the parties have not agreed what would count as a useful change.
Go straight to the possible work ↓A useful distinction
Is it clear what improvement the client would find useful?
Not sure yet: general approachConsidering this option: The goal is clear, but the first use is not
Where we could start
I would compare possible uses by expected value, information needed and team involvement. I would define a first stage, its review and the decision about what follows.
What you would have
An initial test plan: selected use, actions, participants and conditions for continuing.
Who needs to be involved
The client, users, product owner and a technical specialist.
Roles and decisions
The delivery team estimates development and chooses the technical approach.
This is a starting point for a conversation. We would check the approach against your task.
Prepare an enquiry
This is an editable starting outline, not a submitted enquiry. Add your own circumstances.