Course ยท 5 lessons

Scoping a Custom AI Assistant: From Idea to Working Prototype

Five lessons on turning a vague idea into a buildable specification.

Treadstone Associates · Updated 2026

Key takeaways

  • • Write the problem statement before the feature list
  • • Define what the tool must never do, not just what it should do
  • • Use real examples, not hypothetical ones, to specify behaviour
  • • A working prototype beats a polished spec document

Starting With the Problem, Not the Solution

Most scoping goes wrong when it starts with a feature list instead of a clear problem statement. The course begins by having teams write, in plain language, exactly what task is slow or error-prone today.

This single step prevents a huge share of scope creep later, because every proposed feature can be tested against whether it actually solves that original problem.

Defining the Boundaries

Just as important as what the assistant should do is what it should never do โ€” approve a payment, send an external message without review, or make a legal claim, for example.

Writing these boundaries down early gives the developer a concrete guardrail to build against, rather than leaving safety to be inferred.

Specifying With Real Examples

Instead of abstract requirements, the course pushes teams to gather ten to twenty real examples of the task being done well, and a handful of edge cases where it goes wrong.

These examples become the test set the prototype is measured against, which is a far more reliable signal than a written description alone.

Getting to a Working Prototype Fast

A rough working version that handles the core case well is worth more than a comprehensive spec document that's never been tested against real data.

The course closes by having teams build and test a narrow prototype before expanding scope, so problems surface while they're still cheap to fix.

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