Checklist to evaluate AI agent vendors
If a company wants to sell you AI agents, ask these five questions before you sign. An impressive demo does not mean the agent is ready to work with your company’s systems.
- 5 questions
- Download it as a PDF
- 1What data does it need, and where is it stored?
- 2Which systems does it connect to, and with what permissions?
- 3What happens when it gets something wrong?
- 4How are its actions audited?
- 5How will we measure results, and what happens if we switch vendors?
For each question, mark how the vendor answered and note what they told you.
If they can’t answer these five questions clearly, don’t sign yet.
Download your completed checklist
Add your company details and the vendor you are evaluating.
Frequently asked questions
What is this checklist for?
To structure your evaluation of an AI agent vendor before you sign. Mark how they answered each of the five questions, note what they told you and download the completed checklist as a PDF to share with your team.
What do you do with my details and answers?
We ask for your first and last name, company, email and the vendor you are evaluating to generate your completed checklist. Your details and answers go to the BlueliftAI team so we can follow up if you want help with the evaluation. We do not share them with third parties.