Enterprise marketing teams need to do more without adding headcount. A direct LLM or another point solution won't get you there. An agent platform has to cover four things.
Guide
Nov 21, 2022AI agent platforms for marketing: Free RFP template
Find the right agent platform with a template built to help you evaluate vendors on what matters, from the ease of use for marketers to the cost of every run.
Why this template
A chat window isn't an agent platform
An AI harness built for marketing
Model strategy, context, tools, runtime, observability, and safety that make agents reliable.
Platform capabilities
The ability to create, govern and scale AI across your marketing org without needing development resources.
Professional services
People who guide your AI strategy and build out the complex use cases.
A partner you can trust
Enterprise-grade reliability, security, and robust guardrails.
How it works
Four steps from blank sheet to shortlist
Define your requirements
Capture your AI setup, workflows, data, and governance needs.
Your team
Align on definitions
Review the shared capability definitions so everyone speaks the same language.
Your team
Send to shortlisted vendors
Harness, capabilities, services, and company tabs go out for answers.
Vendor
Score and decide
Score responses, demos, and trials side by side. Pick your partner.
Your team
What's inside the template
| Definitions of capabilities | Shared definitions for the harness and key capabilities. |
| AI harness | Architecture, models, context, tools, runtime, observability, safety, and marketing specialization. |
| Platform capabilities | Content compliance, personalized content at scale, and insights. |
| Professional services | Implementation, account management, and ongoing strategy and enablement. |
| Company and background | Stability, AI differentiation, commercial and legal terms, security and compliance. |
| Evaluation scorecard | Weight every section, score each vendor, compare weighted results. |
Let's grow
Get the RFP template, then see Optimizely Agent Platform in action against your own list of requirements.