CRM AI Context Layer
Chapters
  1. 01 · The Context Problem
  2. 02 · Give the Data Business Meaning
  3. 03 · Decide What the AI Should Trust
  4. 04 · Build the Context Layer
  5. 05 · Connect It to Live Data
  6. 06 · Control What AI Can See and Do
  7. 07 · Test the System
  8. 08 · Operate It
  9. 09 · Expand Beyond the First Workflow
  10. 10 · Capstone: Trace a Reliable Answer
Guide overview →

10 min · Interactive exercise

Chapter 7 of 100 complete

Test the System

Turn known failures into a regression suite.

View your context layer

Acme now gets the right answer. One successful record proves the concept, not the system. Rules interact, retrieval changes, and a fix for one workflow can break another.

Turn every known failure into a question

A targeted golden question fails without one rule and passes with it. The Acme authority conflict becomes a permanent test. A broad question exercises several rules together and catches interactions the targeted test misses.

Grade reasoning before prose

Check field selection, rule compliance, exclusions, date disclosure, permission awareness, refusal quality, and stability across runs. A fluent answer that reaches the right number by accident still fails.

Record what produced the result

Every test run needs the guidance version and loaded rule IDs. Without them, a changed answer cannot be traced to a revision. Deploy rule text and retrieval logic separately so the diff has one plausible cause.

Let production mistakes grow the suite

Start with one question per rule and a few broad checks. When a user corrects an answer, reproduce it, write the missing rule, and add the question. The suite grows from real failures instead of imagined coverage.

Build a small defensible regression run in the GTM Lab.

Reference

GTM Lab

Saved locally

These checks exercise the definitions, authority, and controls you have already configured.

Regression run

Context guidance v5

RUN-0542
Target record
Acme Manufacturing
Targeted checks
1
Broad checks
2
Changed answers
1
Rule IDs
Not recorded
Review status
Manual approval
Sample CRM data. No live CRM is connected.

Run the golden set

Select the checks required to prove the new authority rule did not break another answer.

What happened

Revenue Operations reviewer asked:

Did the new Acme authority rule improve the system without breaking anything else?

Agent response

The Acme answer reads better now. The change looks safe to ship.

Manual review: the new Acme answer sounds better, so the rule change is approved without checking any other question.

How to complete this chapter

  1. Choose the targeted and broad checks.
  2. Run the regression set.
  3. Inspect which behavior changed.
Build your decision
Chapter 7 of 100 complete