Key takeaways
- An evaluation set is a collection of realistic test cases with known good outcomes that you re-run after every change.
- Start with 50 to 100 real questions, include hard and adversarial cases, and review failures by hand.
- Score what matters to the business: correct answers, correct actions, use of the right sources and safe behaviour.
- Automated scoring, including a second model acting as a judge, is useful but should be checked against human review.
- Keep evaluating in production with feedback buttons, sampled reviews and alerts for unusual behaviour.
Why agents need tests
Traditional software behaves the same way every time. AI agents do not: the same question can produce different answers, and a change to a prompt, a model or a tool can improve some cases while quietly breaking others. Without a way to measure, teams rely on a handful of demos, which hides problems until customers find them.
An evaluation set, often shortened to "evals", turns quality into a number you can track.
Step 1: collect real cases
Start from reality. Pull real questions from support tickets, chat logs, emails or sales calls. Aim for 50 to 100 to begin, and grow over time. Include:
- Common requests that must always work.
- Edge cases and ambiguous questions.
- Requests the agent should refuse or hand to a person.
- Adversarial inputs, such as attempts to override instructions.
- Questions whose answer changed recently, to test freshness.
Step 2: define what good looks like
For each case, write down the expected outcome. Depending on the task, that might be a correct answer, the right source cited, the right tool called with the right parameters, or a correct refusal. Be specific enough that two reviewers would agree on whether the agent passed.
Step 3: score the results
| Method | Best for | Watch out for |
|---|---|---|
| Exact checks | Tool calls, structured outputs, numbers | Too rigid for free text |
| Human review | Tone, helpfulness, judgement | Slow and expensive at scale |
| Model-as-judge | Large-scale scoring of free text | Needs calibrating against human reviewers |
Most teams combine all three: exact checks wherever possible, a model judge for volume and regular human review to keep the judge honest.
Step 4: make it part of every change
Run the full set whenever you change a prompt, model, tool or knowledge source, and compare against the previous run. Track overall pass rate, but also look at categories, because an average can hide a serious regression in one area. Treat a drop in a critical category as a blocker.
Step 5: keep watching in production
- Add thumbs up or down and a way to flag a bad answer.
- Review a random sample of conversations every week.
- Turn every real failure into a new test case.
- Alert on unusual patterns, such as sudden refusals, long loops or cost spikes.
For agents that retrieve from your documents, also measure retrieval separately: did the right passage come back? Our explainer on RAG covers this. If you want help setting up evaluations for your own agent, talk to our AI agent development team.