Template / AI agent procurement

AI agent RFP template

A practical AI agent RFP template for teams evaluating autonomous agents, voice agents, workflow agents, and developer agents. Built for operators, procurement teams, founders, and technical leaders.

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Template sections

Use this as a working document.

Vendor capability

  • What agent types are supported?
  • Which channels are supported?
  • Which business systems can the agent use?
  • Can the agent pause for approval?
  • What actions are logged?

Proof and observability

  • Are transcripts available?
  • Are recordings available when calls are involved?
  • Are tool successes and failures visible?
  • Can reviewers see why an escalation happened?
  • Can reports be exported?

Security and control

  • How is customer data stored?
  • Which humans can review agent work?
  • Can sensitive actions require approval?
  • How are integrations scoped?
  • What is the deletion process?
Copy-ready outline
Vendor capability
- [ ] What agent types are supported?
- [ ] Which channels are supported?
- [ ] Which business systems can the agent use?
- [ ] Can the agent pause for approval?
- [ ] What actions are logged?

Proof and observability
- [ ] Are transcripts available?
- [ ] Are recordings available when calls are involved?
- [ ] Are tool successes and failures visible?
- [ ] Can reviewers see why an escalation happened?
- [ ] Can reports be exported?

Security and control
- [ ] How is customer data stored?
- [ ] Which humans can review agent work?
- [ ] Can sensitive actions require approval?
- [ ] How are integrations scoped?
- [ ] What is the deletion process?
Next step

Turn the template into an agent workflow.

Hyper can turn this checklist into an inspectable agent workflow with instructions, tool calls, review states, transcripts, recordings when voice is involved, and operator-visible proof.

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