Guides
Evaluate retrieval, channels, automations, governance, and APIs before you commit to a vendor for production traffic.
Buying an AI support platform is closer to buying a customer data system than buying a novelty chat widget. RFPs should stress retrieval architecture, channel depth, automation safety, governance, and API quality—not only model benchmarks. This checklist mirrors how FlexyAgents customers evaluate us and how we recommend internal scoring workshops.
Use it as a scorecard across vendors; weight categories for your maturity stage.
Require a live demo with your documents, not a canned script. If a vendor skips ingestion in the POC, expect hallucinations later.
Ask how chunking, re-embedding, and de-duplication work across uploads, connectors, and crawls.
Verify scoped bases per agent and per brand.
Map current and next-quarter surfaces: web, email, Slack, WhatsApp. Confirm plan gates honestly.
Test mobile experiences if a large share of volume is phones.
Ensure hosted options exist if embed work is blocked.
Validate outbound webhooks, Slack notifications, and ticket creation paths you need on day one.
Inspect retry semantics and failure UX.
Confirm whether the same automation engine powers multiple agent types you plan to run.
Review roles, retention, export, SSO, and BYOK paths against your security questionnaire.
Read API docs for streaming, auth, and rate limits; try them in a sandbox.
Ask for reference customers with similar compliance posture.
Judge roadmap transparency and migration assistance, not only list price.
Check professional services depth if you lack in-house ML engineers—you should not need them for baseline launches.
Plan a 90-day success review before annual commit if possible.
Explore the platform
See platform features, browse templates, compare pricing, or contact sales.
More from the blog—starting with the same category as this piece.
Start from presets tuned for customer support, FAQ, appointment booking, and internal HR or IT copilots—then customize knowledge and tone.
Read articleSync docs, tickets, and commerce data so your knowledge base chatbot and AI FAQ for help centers answer from real content—not guesses.
Read articleBYOK (bring your own key) lets enterprises use their own model provider keys inside an AI control plane—with governance, metering, and procurement alignment.
Read articleNext step
Start a trial, book a walkthrough, or talk to us about governance and rollout—same workspace for pilots and production.