DOWNLOAD: The Ultimate RFP Template for Virtual Assistant, Cognitive Search, and Conversational IVR

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Choosing to implement a Conversational AI strategy within your organization is not an easy decision – it requires diligence, preparation, and validation from a variety of business areas. But now that you are ready to navigate the world of virtual assistants, cognitive search, and conversational IVR and take the next step towards digital transformation, it can be difficult to get started and evaluate the growing list of vendors operating in the space. With so many vendors and platforms on the market, knowing which ones are actually using AI could be the difference between choosing the right partner or not for your business. We understand how challenging it can be to begin this evaluation process. The first step usually involves developing a comprehensive Request for Proposal (RFP) document and issuing it to a handful of experienced vendors. However, developing an RFP that includes all of the important information you need to look for can be time-consuming and overwhelming. How do you know what questions to ask and what kind of answers you should be looking for? Luckily, we’ve done the hard work for you and have put together a handy RFP Template for Conversational AI to help your organization get started and hit the ground running. By downloading the template, you will learn the right questions to ask potential vendors, discover the key components required to build and deploy a successful solution, acquire the information necessary to decipher between the vendors who actually use AI and those who do not, and gain access to a detailed scoring system to help evaluate and choose the right partner for your business.
Who is this RFP template for?
  • Procurement Teams
  • Digital Decision Makers / Change Agents
  • Digital Consultants
  • C-Suite
Why do you need this template?
  1. Help your organization ask the right questions to potential vendors as you begin the journey towards digital transformation
  2. Learn about the key components required to deploy a successful conversational solution
  3. Better prepare your organization for deployment
  4. Help define appropriate use cases for virtual assistants, cognitive search, and conversational IVR
  • Go to market much faster
  • Gain insight on what is required to deploy a successful solution
  • Know the right questions to ask potential vendors
  • Better prepare your team for success
  • Understand the use cases that make the most sense for your business
What is Included in the RFP Template:
As the only comprehensive conversational AI service available, we know a thing or two about implementing conversational AI solutions and what to look for when selecting the ultimate partner. Built on nearly a decade of research and patented technology innovation, Wysdom transforms the way conversational AI learns from customers and gets better every day. With cutting-edge AI management tools, a unique technology stack, a massive library of AI training assets, and an AI training practice to ensure your solution performs at its best, we have immense experience helping enterprises digitally transform their customer experiences. That is why we decided to create this RFP template in the first place – to help organizations get started on the right foot and confidently implement their own conversational AI strategies. Below is a glimpse of the table of contents so you know what to expect from the template:
Table of Contents
1.Virtual Assistant Technology Stack
  • NLP Pipeline
  • Personalization & Context
  • User Experience
  • Dialog Management
  • Search
  • IVR
  • Technology & Architecture
  • Integration
  • Privacy & Security
  • Roadmap
2.AI Operational Tools
  • Tools
  • Operations
  • Performance & Monitoring
  • QA Tools
3.AI Team
  • Company & Team
  • Partnerships
  • Previous Experience
  • Pricing
  • Deployment Plan
4.AI Assets
  • Bootstrapping
  • Predefined Intents & Utterances
Ready to start evaluating vendors and implement your own conversational AI strategy? Download the RFP template. Disclaimers: By downloading this RFP template, there is absolutely no obligation to engage with Wysdom.AI. Although, we are here and happy to help if you need it! 🙂

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Data Scientist

As a Data Scientist, your day-to-day will involve writing queries, building dashboards, and preparing analytical reports about product performance for our clients and the Wysdom.AI team.  You will work with SQL, Tableau, and Python and ML Frameworks/libraries (among other tools) to create stunning visuals showing how Wysdom.AI is making their customers’ experience even better.

Implementation Engineer

As an Implementation Engineer you will be responsible for the solution integration of an enterprise grade conversational AI experience from a technical perspective. You will work closely with the lead solutions architect and be the technical face of the implementation team and lead the customer through the entire implementation cycle. You will work with one of the most diverse teams of linguists, data scientists, and innovators to deliver the best AI enabled customer experience.

Solution Architect

As a Solutions Architect within the Client Services team, you act as trusted advisor, responsible for the technical requirements and end to end solutions integration of Wysdom cognitive services within the client’s environment.  You will work with one of the most diverse teams of linguists, data scientists, and innovators to deliver the best AI enabled customer experience.

Cognitive Data Specialist

As a Cognitive Data Specialist, you will be responsible for the performance of the AI and quality of the corpus and will focus primarily on the VA training.  You will work with the client as required to ensure corpus is performing in an optimal manner.

Conversational Experience Designer

As a Conversational Experience Designer, you will be responsible for the designs of the overall customer experience, including the end-to-end dialog flows & journeys of the solution ensuring  design leverages  UxD best practices for optimal customer experience.

Conversational AI Specialist

As a Conversational AI Optimization Specialist, your responsibility will be to help drive the success of our solution for our clients. This involves building conversation flows, performing AI training, and partnering with clients to enhance their deployments.

Conversational AI Lead

As a Conversational AI Lead, you will be responsible for leading all Conversational AI program activities.  You will work with all team members to ensure deliverables are completed on time, with high quality and exceeds client expectations and goals.

Program Director

Responsible for the overall success for the client, including the end-to-end delivery and optimization of the solution, you will manage the sales process from pillar to post, including technical and commercial proposals, pipeline management, sales forecasting, and contractual documentation.

David Trotter, Wysdom

David Trotter

SVP, Sales & Marketing

David has 30 years of global sales leadership experience as a collaborative leader who believes in a strong team concept within sales and marketing organizations. David has spent many years working with growth companies and enjoys being face to face with customers and partners to create solutions that have a lasting effect on the customer’s business environment. 

Prior to joining Wysdom, David was the Vice President, Sales at Scalepad, and previously spent 11 years as Vice President for Latin America and Asia Pacific for Absolute Software. He also held senior sales management positions at GE Capital and Clevest.  

Michel Benitah

VP, Optimization & Delivery

Michel has 20 years of experience in leading the successful delivery of Conversational AI and Natural Language Customer Care solutions to some of the largest financial, telco, healthcare, utilities, and retail enterprises throughout North America. 


Prior to joining Wysdom, Michel spent 20 years at Nuance Communications, holding senior management and leadership positions within the enterprise division, most recently as director of the Toronto office and professional services team.

Frederic Lam

SVP, Sales

Fred brings in 25 years of international experience in sales and business development across North America, the Caribbean, Asia-Pacific, Europe, and the Middle-East.


Prior to Wysdom.AI, he held sales leadership positions at Oracle, Redknee, and Movius/Glenayre, successfully growing revenues in both large and small organizations. Fred has also been involved in the start-up community in the earlier stages of his career as an Investment Manager with SP Capital and was an alternate director on a few investee companies.

Karen Chan

Chief Engineering Officer, Co-Founder

With 20 years of experience in software and mobile, Karen has held senior technical roles at 5 startups, including Wysdom.AI, Clickfree, Mobile Diagnostix (HP), Teamatic, and Virtualthere.

Karthik Balakrishnan

Chief Technology Officer

Karthik has over a decade of hands-on, proven global expertise in emerging technologies and implementing intricate platforms and solutions for telecommunications and enterprise during his time at Amdocs, with senior positions in their India, Cyprus, America, and Canada offices.

Nitin Singhal

Chief Operating Officer

Nitin has over 20 years of success in global executions of business technology, driving operational efficiency and digital scalability for some of the world’s largest enterprise clients. 


Nitin spent 16 years at Redknee holding executive positions in Research and Development, Customer Operations, Partner Alliances, and most recently as COO.

Jeff Brunet​

President, Co-Founder

Jeff has more than 20 years of experience in the startup world, founding and growing 4 software companies: AracNet, Mobile Diagnostix (HP), ClickFree, and Wysdom.AI. 


His in-depth understanding of software development and the challenges in making new technologies successful in the startup world prove invaluable as he serves on the boards of XMG, SurfEasy (Opera), Locationary (Apple), Groupie, and as an advisor to Pushlife (Google), LogMeIn (IPO) and HP. 


Jeff holds 23 issued patents in the wireless and consumer electronics spaces and is the lead inventor on 30+ pending patents.

Ian Collins​

CEO, Co-Founder

Ian has founded and grown 6 technology companies over the past 20 years, primarily in the enterprise software space including Wyrex, Mobile Diagnostix (HP), Clickfree, and most recently Wysdom.AI. 


Ian invests, mentors, and sits on the boards of several startups in the Toronto area.