RESOURCES

How to Evaluate an AI Sales Agent: 
A Practical Guide for Revenue Leaders

See how Vivun’s AI Sales Agent delivers expert-level work without prompts—automatically generating solution documents, stakeholder maps, product feedback summaries, and more.
Learn how to test AI agents on outcomes—not demos
How to test for real-world performance, not parlor tricks
A 3-part decision framework to make the right investment
Identify red flags that reveal when your AI is slowing down—not speeding up your team

The New Standard for AI in Sales: Stop Guessing, Start Testing

Most AI tools aren’t agents—they’re assistants in disguise. They summarize. They suggest. But they don’t sell.This guide gives you the tools to tell the difference. Built for sales and revenue leaders, it offers a clear evaluation method to separate passive AI from performance-grade agents that engage buyers, drive pipeline, and close deals.

The future of sales is agent-led. But with the market already flooded with vendors making similar claims, it's critical you have a proven framework to select and implement AI that can actually deliver.

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Why It Matters:
AI Without Intelligence Slows You Down
As sales cycles grow longer and buyer journeys become more complex, relying on AI that only answers questions or drafts surface-level content leaves teams stuck in reactive mode. To truly accelerate deals and improve productivity, you need AI that understands your business, remembers critical details, and delivers real, actionable work—without being prompted. The difference between success and stagnation lies in whether your AI solution is built to think, remember, and execute—or if it's just another conversational interface pretending to help.

What’s Inside

This whitepaper reveals how to evaluate whether your AI has the architecture to deliver meaningful outcomes.
You’ll discover:
• How to identify if your AI solution has a true knowledge-based brain or just a language model interface.
• The role of Agent Intelligence in transforming AI from passive assistant to proactive contributor
• Why persistent memory, domain-specific knowledge graphs, and automated work products like Accelerators are essential for modern sales teams
• Real-world examples of how an AI Sales Agent drives consistency, saves time, and advances deals without manual intervention

Why Read This Whitepaper
If you're questioning whether your AI investments are delivering more than flashy conversations, this whitepaper will give you the framework to assess—and improve—your approach. Learn how to move beyond generic AI tools and implement solutions that think like experts, remember like seasoned sellers, and act without being asked.Stop settling for AI that talks. Start leveraging AI that works.

Why It Matters:
Most AI Sales Tools Still Need a Human Rep to Do the Real Work
AI has flooded the sales floor—but much of it can’t deliver without hand-holding. If your so-called “AI Sales Agent” can’t act on context, adapt to your sales process, or move deals forward autonomously, it’s not an agent—it’s a liability. Teams end up stuck in reactive mode, correcting AI outputs, fixing errors, and losing time. To truly accelerate pipeline and improve rep efficiency, your AI must operate with precision, intelligence, and consistency—without being prompted. This guide helps you spot the difference between AI that talks and AI that performs.

What’s Inside

Inside, you’ll learn how to assess:
-Execution: Can the AI act with the speed, clarity, and accuracy of a top rep?
-Contextual Intelligence: Does it understand your buyers, your business, and your data?
-Scalability: Can it operate across teams and workflows—without human babysitting?
Plus, get a practical evaluation checklist to use in your own buying process.

Why Read This GUIDE
If you're exploring AI for your sales org, you need more than a surface-level checklist or buzzword pitch. This guide gives you a clear, proven framework to evaluate AI Sales Agents based on outcomes, not theatrics. Learn how to test for execution quality, contextual intelligence, and consistency at scale. See what red flags signal a poor fit. And use our decision framework—Trust, Trainability, Transferability—to choose an AI that earns the confidence of your team and accelerates results from day one.