Agentic AI Vendor Evaluation Checklist Form
Evaluate an agentic AI vendor’s capabilities, security, governance, deployment fit, support readiness, and overall suitability.
Vendor and Evaluation Context
Vendor / Company Name
*
Vendor Website or Product URL
*
Evaluator Name
*
Evaluator Department / Team
Evaluation Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Agentic AI Capability Assessment
Agentic AI capability checklist
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Rows
Supported
Partially Supported
Not Supported
Autonomous task execution
1
2
3
Multi-step workflow orchestration
4
5
6
Tool/API integration
7
8
9
Human-in-the-loop controls
10
11
12
Audit logs and traceability
13
14
15
Exception handling and recovery
16
17
18
Overall capability rating for fit to use case
*
1
2
3
4
5
Security, Governance, and Deployment Fit
Data security controls present
*
Encryption at rest
Encryption in transit
Data masking
Audit logging
Data retention controls
Other
Deployment model fit and governance readiness
*
Cloud deployment
On-premises deployment
Hybrid deployment
Role-based access controls
Approval workflow controls
Compliance documentation available
Other
Commercial and Support Readiness
Pricing model summary
*
Implementation and support maturity checklist
Implementation services available
Dedicated customer success contact
Documented onboarding process
24/7 support coverage
Training resources provided
Service level commitments available
Other
Final recommendation
*
Shortlisted
Needs follow-up
Do not proceed
Submit Evaluation
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