Overview

The Case Review Agents Early Access Program gives select customers the opportunity to work directly with Persona to deploy an AI-powered agent into their case review workflows before the product reaches General Availability (GA).

This is a structured, collaborative program. Participants work closely with Persona's team throughout a three-month Proof of Concept (POC) to configure, test, and refine an agent tailored to their specific review process.

What You Can Expect from the Program

• Reduced manual review time and improved operational efficiency
• A dedicated Persona engineering resource for the duration of the POC
• Hands-on collaboration with the Persona product team to configure and iterate on your agent
• A clear path to a production-ready solution at GA

Is This Program a Good Fit for You?

Early Access is designed for customers with specific characteristics that make for a strong POC. Before expressing interest, consider whether the following applies to your team:

• You process a high volume of manual case reviews on an ongoing basis
• You have 100 or more historical cases available for backtesting (approximately 50 approved and 50 declined)
• Your team has documented review processes and SOPs that can be shared with Persona
• You are open to an iterative partnership and can commit to active participation throughout the engagement
• You have a dedicated point of contact who can engage consistently over three months

Note on Availability: Acceptance into the program is based on strategic fit and use case suitability, not on a first-come, first-served basis. Expressing interest does not guarantee immediate entry, and Persona will work with you to determine the right timing if your use case is a strong fit.

How to Get Started

Step 1: Express Interest

If you believe you are a good candidate for the program, reach out to your Customer Success Manager (CSM). They will walk you through the program details and set expectations before any next steps are taken.

Step 2: Qualification Call

If your use case looks like a strong fit, Persona will schedule a brief qualification call to confirm your use case, data availability, and readiness. Following the call, you will either be accepted into the program queue or provided with clear guidance on what would need to change for a future cohort.

The 3-Month POC: What to Expect

Once accepted, you will enter a structured three-month engagement with clear milestones and defined responsibilities on both sides.

Weeks 0-6: Build and Deploy

The first phase focuses on understanding your workflow and building your agent.

• Kickoff: Persona assigns a dedicated engineering resource (DRI) to your account. Together, you will define the agent's scope and review your SOPs.
• Build: The Persona team leads prompt development and backtesting using your historical cases.
• Deploy: Your team begins using the agent in a controlled environment.

Weeks 6-8: Checkpoint and Commercials

• Persona and your team review initial performance data and gather structured feedback.
• Pricing conversations begin to prepare for your post-POC transition.

Weeks 8-12: Refine and Finalize

• The agent is refined based on feedback from your team's live usage.
• A contract amendment is finalized for the transition to the GA product.
• POC Complete: The engagement is formally wrapped up and outcomes are evaluated against the success metrics defined at kickoff.

Responsibilities

A successful POC is a two-way partnership. Here is what you can expect from Persona and what Persona will need from you.

What Persona Provides

• A dedicated engineering DRI for the full three-month engagement
• Agent configuration, prompt development, and backtesting
• Regular feedback sessions and ongoing iteration based on your input

What We Ask of You

• Share your SOPs and workflow documentation at the start of the engagement
• Provide 100+ historical cases for backtesting
• Designate a consistent point of contact for the duration of the POC
• Actively participate in feedback sessions
• Help define what success looks like for your team (e.g., time saved, accuracy targets)

How Success Is Measured

At the start of the POC, Persona will work with you to define the metrics that matter most for your use case. Success is typically evaluated across two areas:

• Quantitative: Median review time, agent accuracy compared to human decisions, number of cases automated
• Qualitative: Reviewer satisfaction and the quality of feedback captured throughout the program

These metrics are revisited at the Week 6-8 checkpoint and used to evaluate the final POC outcome at Week 12.

Pricing

Early Access customers will be introduced to a flat monthly fee based on estimated usage, formalized via a contract amendment after week 12. This pricing reflects the developmental nature of the program. The data and feedback gathered during your POC will directly inform the final usage-based pricing model at GA.

Submitting Feedback and Escalating Issues

• Feedback: You can submit feedback directly to your CSM at any time during the POC.
• Issues: Any issues are addressed by your dedicated engineering DRI. If escalation is needed, it is handled by the broader Persona Agents team.

What Happens After the POC?

The program concludes with a formal evaluation against your defined success metrics and a commercial agreement for transitioning to the GA product. The goal of Early Access is not just to test - it is to set you up for a smooth, confident transition to a production-ready solution.