Want to be an early adopter of agentic AI? You’re right on time. Research from McKinsey shows that 62% of organizations are still in the “experimenting” or “piloting” stages. That means there’s still time to get ahead of the curve, get it right, and become an AI leader in your industry.

But you need to be prepared before you go all-in. This checklist breaks down the seven essential items that ensure your agents actually work to deliver business value. Use it to evaluate platforms and quiz your sales reps before you invest.