Check for Production Evidence
- Ask for real deployments, not only prototypes.
- Verify KPIs improved: SLA, resolution time, or automation coverage.
- Review failure handling and operational support model.
Evaluate Integration Depth
Strong vendors can connect agents with CRM, helpdesk, ERP, and internal systems while handling auth, retries, and data consistency.
If integrations are unclear, the project often stalls after pilot stage.
Use a Structured Selection Process
- Run a scoped discovery sprint with measurable outputs.
- Define acceptance criteria for quality, safety, and latency.
- Start with one critical workflow before scaling to multiple teams.