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How to assess an AI supplier during an agent demo

A meeting plan covering what to observe, which questions to ask and how to record the demonstration. Examples test mechanisms rather than business savings.

Author

Syntalith

Published Updated 3 min read

During an AI agent demonstration, ask to follow one case from input to the result in the user's tool. Then change a condition: remove required information or simulate a connection failure in a test environment. Observe the state shown to the employee and the available next step.

This is a suggested way to assess a supplier, including Syntalith. A demonstration does not replace a pilot using agreed data or establish savings for your company. It identifies mechanisms that need further evaluation.

Agree the task before meeting

An example might turn an enquiry into a CRM quote draft. Give the supplier the input, expected result and action requiring salesperson approval. Use approved sample data. A presentation does not require access to real production accounts.

Ask the company to identify components that are ready, prepared only for the demonstration or simulated. A recording or mockup can explain an idea; distinguish it from a working connection. Record the version being demonstrated.

Suggested test cases

TestWhat to observe
Complete enquiryDoes the result reach the right location with inspectable sources?
Missing informationIs the gap identified and assigned to the appropriate person?
Repeated messageIs the existing case recognized or is another record created?
Unavailable connectionDoes the system show a failure rather than claim completion?
ApprovalCan the user inspect the exact action they are approving?

Adapt the set to the project. For knowledge retrieval, a document unavailable to the current user may be more relevant. For order writes, result confirmation and retry behavior deserve attention.

Separate preparation from execution

A model response saying it created a quote does not prove a CRM write. Ask to see the record or other agreed execution evidence in the demonstration environment. Check what the user sees if a connection interruption leaves the operation unresolved.

When approving a draft response, inspect what happens after its content changes. Approval should concern a particular action and its data.

Record the outcome

For each test, note the expected result, observation, simulated components and open question. Separate a statement that something can be built from behavior demonstrated during the meeting. The former concerns proposed work; the latter concerns a specific trial.

Use the reference questions to investigate past work. If the mechanism fits your workflow, a paid pilot with a defined scope may follow. For a Syntalith discussion, bring one workflow related to our implementation services and an output you can evaluate. We can then identify what can be shown and what requires development and testing.

OpenAI Select Partner

Syntalith is an OpenAI Select Partner in the OpenAI Partner Network.

We help your team respond to customers faster and find information in company documents. We choose and set up the right AI tools, then teach your team how to use them.

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