How to Evaluate AI Agents for Inbound Sales
How to Evaluate AI Agents for Inbound Sales
The due diligence package for operators choosing an AI agent for inbound sales.
Most teams evaluating AI agents for inbound sales spend a year building or buying the wrong thing. The technology is promising. The path is not clear. This package closes that gap before you commit.
With it, you'll be able to:
- Evaluate architecture, not features. How to investigate the technology decisions that decides whether accuracy holds at volume.
- Ask the questions vendors hope you won't. 10 of them, each with what a good answer should include.
- Hear it from operators, not vendors. What broke, what worked, and the KPIs to focus on.
What's inside
The Evaluation Guide
A five-page, tactical due diligence guide. No theory, no hype:
- The five pillars that decide production success: the cognitive decision engine, voice orchestration, the deployment approach, the team behind the product, and security. Why each is hard, and where vendors break.
- The 10-question operator's checklist: what to ask any vendor, and what a good answer sounds like.
- What good looks like for each pillar, and the vendor answers that should end the conversation.
The Operator Roundtable: Build or Buy
A candid 60-minute conversation with operators who have deployed AI intake at scale.
- What it takes to perform alongside humans: the technology that separates an amazing demo from a system that holds up in production.
- How to roll out safely: phased cohorts, A/B tested against your human team, never flipped on overnight.
- How to evaluate a vendor: the single claim that disqualifies one on the spot, and why the team behind the product matters as much as the demo.
- The results one operator saw: signed cases doubled to roughly 1,000 a month with a team that shrank from about 50 to just over 20.
"It's easy to build a wrapper on ChatGPT and have it go down a sequence and book an appointment. The real meat of a good AI intake solution is when it can handle the conversation going sideways, or getting complex."
Eamon Graziano, Operations Leader
Want a second pair of operator eyes?
Mid-evaluation and want a gut check? Walk us through your use case. We'll tell you where the risk is and what to test before you commit.