Voice AI for Sales Teams: Buyer's Checklist

Everyone's demo sounds impressive. Print this checklist, take it to the next three voice AI evaluations, and you'll separate the real platforms from the demo-day wrappers in under 30 minutes each.

Capability checklist

• Sub-800ms total latency on a real phone call, not a WebRTC demo.
• Barge-in support (the prospect can interrupt without the agent freezing).
• Handles noisy mobile connections without falling apart.
• Multilingual within the same call (English↔Spanish is the common one).
• Live handoff to a human rep mid-call.

Integration checklist

• Writes outcomes to your exact CRM record — not a spreadsheet, not a webhook you have to catch.
• Field-level mapping is configurable without vendor engineering.
• Calendar integration for demo booking (Google, Outlook, Odoo Calendar).
• Can bring your own SIP trunk or use theirs.

Compliance checklist

• TCPA and DNC scrubbing pre-dial.
• AI disclosure at open — configurable per state.
• Recording consent notice at connect.
• Retention policy configurable per workflow.
• PII redaction in transcripts and audio.

Commercial checklist

• Pricing per AI-conducted minute, not per seat (unless your model is genuinely seat-based).
• No minimum spend that only pays back at implausible volume.
• 30-day pilot with your own leads, not their demo contacts.
• Named implementation contact, not a support portal.

Next step

Want us to review your current vendor shortlist against this checklist? Email business@geniedial.in.