AI visibility platform RFP template

AI answers vary from one run to the next, so the method behind each number matters more than the dashboard.

• M1Must

  Repeated sampling per prompt

  How many times is each prompt asked per engine, market and period?

  Evidence: Runs per prompt and period, stated in documentation

• M2Must

  Sample size on every figure

  Is the number of answers behind each figure shown in the product and exports?

  Evidence: Screenshot or demo account showing n per metric

• M3Must

  Uncertainty shown

  Do you show a confidence interval or margin of error, and how is it calculated?

  Evidence: Method document naming the interval method

• M4Must

  Change detection

  How do you decide a change is real rather than normal variation? Do alerts use the same rule?

  Evidence: Written rule and an example alert

• M5Should

  Collection lane disclosed

  Is each answer collected from the consumer app or a developer API, and is it labeled?

  Evidence: Per-answer lane label

• M6Should

  Public methodology

  Is your methodology published, versioned and dated?

  Evidence: Public URL and change log

• M7Should

  Reproducibility

  Can we recompute a reported figure from the raw answers you store?

  Evidence: Raw answer export and a worked example

• M8Should

  Extraction accuracy

  How do you check that brand mentions and citations are extracted correctly, and what is the measured error rate?

  Evidence: Accuracy audit with sample size

• M9Could

  Intent coverage

  Can prompts be tagged by intent type (for example informational, commercial, navigational, transactional) and reported separately?

  Evidence: Prompt tagging in the product

Check what the plan you would buy includes, not what the vendor supports somewhere.

• C1Must

  Engines included

  Which AI engines are included on the proposed plan, and which cost extra?

  Evidence: Engine list per plan, with add-on prices

• C2Must

  Markets included

  Which countries can we measure on the proposed plan, and is there a per-country fee?

  Evidence: Country list and pricing

• C3Should

  Native-language prompts

  Are prompts written natively per language, or translated?

  Evidence: Example prompt set in two languages

• C4Should

  Unavailable engines handled honestly

  When an engine isn't available in a market, is it reported as not checked rather than zero?

  Evidence: Product screenshot

• C5Could

  Local and multi-location

  Can we measure city-level or location-level questions?

  Evidence: Demo of a local project

A score is useful only if it says what to change, and whether the change worked.

• A1Must

  Answer receipts

  Can we read the full answer text behind every number?

  Evidence: Answer viewer in a demo account

• A2Must

  Citations and sources

  Do you show which sources each engine cited, at URL level?

  Evidence: Source report export

• A3Must

  Competitor share of voice

  Can we compare our share of answers with named competitors by engine, market and topic?

  Evidence: Share-of-voice report

• A4Should

  Recommended fixes

  Do you recommend specific actions, with the evidence behind each?

  Evidence: Example recommendation

• A5Should

  Re-test after a fix

  Do you re-measure the affected questions after a change and report the result with its range?

  Evidence: Example before/after report

• A6Should

  Accuracy monitoring

  Do you detect wrong or outdated claims about our brand, and how often?

  Evidence: Example accuracy report with sample size

• A7Could

  Shopping and product visibility

  Do you track product-level visibility or shopping results, and in which markets?

  Evidence: Coverage list and method

Data should reach the tools your teams already use.

• I1Must

  Exports

  Can we export prompts, answers, citations and metrics in an open format?

  Evidence: CSV or API sample

• I2Should

  API

  Is there an API, which plans include it, and what are the limits?

  Evidence: API documentation

• I3Should

  Alerts and digests

  Which channels do alerts support (email, Slack, Teams) and can we set thresholds?

  Evidence: Alert settings

• I4Should

  Analytics connection

  Can you connect to our web analytics to report AI referral traffic and conversions?

  Evidence: Integration documentation

• I5Could

  MCP or agent access

  Can AI agents or assistants query our data through MCP or a similar interface?

  Evidence: Documentation

• I6Could

  Client-ready reports

  Can reports be shared as links or branded PDFs?

  Evidence: Example report

Ask for documents at the start of the evaluation, not after the pilot.

• S1Must

  Single sign-on

  Do you support SAML or OIDC SSO, on which plans, and is setup self-serve?

  Evidence: SSO documentation

• S2Must

  Independent assurance

  Do you hold a SOC 2 Type II report or ISO 27001 certificate? If not, what is the plan and date?

  Evidence: Report under NDA, or a dated plan

• S3Must

  Data processing agreement

  Do you offer a DPA, and is it click-through or negotiated?

  Evidence: DPA document

• S4Must

  Sub-processors

  Which sub-processors handle our data, where, and how much notice do you give of changes?

  Evidence: Published sub-processor list

• S5Must

  Data location and retention

  Where is data processed and stored, how long is it kept, and how is it deleted?

  Evidence: Retention policy

• S6Should

  Roles and audit log

  Which roles exist, and is there an audit log we can export?

  Evidence: Role matrix and log export

• S7Should

  Provisioning

  Do you support SCIM user provisioning?

  Evidence: Documentation or dated plan

• S8Should

  Vulnerability disclosure

  How do we report a vulnerability, and do you publish a security.txt?

  Evidence: Policy URL

• S9Could

  Security questionnaire

  Will you complete our security questionnaire (for example CAIQ or SIG Lite)?

  Evidence: Completed questionnaire

Ask every vendor for the same breakdown so offers compare like for like.

• P1Must

  Price for our scope

  What is the total annual price for our brands, markets, engines, prompts and seats?

  Evidence: Written quote

• P2Must

  Volume in answers

  How many AI answers per month does that price buy (prompts × engines × markets × runs)?

  Evidence: Calculation in the quote

• P3Must

  Software separate from services

  Which part of the price is software and which is onboarding or managed services?

  Evidence: Line items

• P4Should

  Seats

  How many users are included, and what does an extra seat cost?

  Evidence: Price list

• P5Should

  Term and renewal

  What are the minimum term, renewal and cancellation terms?

  Evidence: Order form

• P6Should

  Payment options

  Can we pay by card, invoice or purchase order?

  Evidence: Billing terms

• P7Should

  Data on exit

  Can we export all our data if we leave, and when is it deleted?

  Evidence: Terms clause

• P8Could

  Service levels

  Is there an uptime commitment with service credits?

  Evidence: SLA document