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Template

Sample Agentic AI for CX Solutions Request for Proposal (RFP)

This RFP Template is designed to guide your organization through the process of finding a partner who can deliver scalable, customizable, and impactful AI solutions tailored to your CX needs.

The template covers every essential aspect of the RFP process, from defining your goals to outlining key evaluation criteria. It’s structured to help you:

  • Clearly communicate your requirements.
  • Assess vendor capabilities in critical areas like customization, omnichannel support, and real-time observability.
  • Compare solutions objectively using a weighted scorecard approach.

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What you'll get out of this template:

Whether you’re implementing AI for the first time or upgrading your current platform, this template ensures you attract and evaluate vendors who align with your long-term vision for customer experience.