Evaluation artifact
Make every vendor answer the same hard questions
A useful scorecard compares workflow ownership, channel coverage, integrations, handoff, analytics, pricing exposure, and implementation risk.
Procurement tool
Request a vendor-neutral scorecard for comparing AI agent platforms by workflow depth, channel coverage, integrations, handoff controls, analytics, pricing model, and implementation fit.

Evaluation artifact
A useful scorecard compares workflow ownership, channel coverage, integrations, handoff, analytics, pricing exposure, and implementation risk.
How to use it
The scorecard is most useful when every vendor is tested against the same operating scenario: the channels involved, systems touched, actions allowed, handoff rules, reporting needs, pricing exposure, and implementation owner.
Use it in demos by asking vendors to show the actual artifact: transcript, ticket, CRM update, approval log, analytics view, and failure state. If the evidence is not visible, the score should stay low no matter how polished the pitch is.
Fill it in with your team requirements first, then score vendors against those requirements. The goal is to reduce vague demos and make shortlist conversations specific enough for procurement, support, and operations to agree on the tradeoffs.
Map channels, triggers, escalation paths, and post-resolution work before vendors steer the demo.
Compare seat, usage, and resolution pricing against the operating model your team actually needs.
Pressure-test handoff, analytics, auditability, and implementation risk before contract review.
Turn vague vendor claims into a shared scoring language for procurement, support, and ops.