25 Questions to Ask an AI Agency Before You Sign

25 Questions to Ask an AI Agency Before You Sign (2026)

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Vendor Evaluation Kit

The Vetting Kit, By the Numbers

25 Questions, Mapped to Documented Failure Modes

Gartner projects over 40% of agentic AI projects will be canceled by end-2027 — citing escalating costs, unclear value, and inadequate risk controls. This kit derives every question from one of those documented failure modes or from the NIST AI RMF and OWASP agentic-security control areas, then arms each with a good answer, a bad answer, and the follow-up trap.

25Questions in the kit
40%+Agentic projects canceled by 2027 (Gartner)
100Point weighted scorecard

Questions to Ask an AI Agency: The 30-Second Version

The questions to ask an AI agency cluster into four layers — outcome, architecture, boundaries, and operations — and the ten highest-discrimination questions fit on one page. Most buyers lose money not because they picked a bad agency on paper, but because they never asked the questions that expose demo-shops: evidence, permissions, evaluation, and exit. Ask these ten, in this order, and you will know within one conversation whether you are talking to a production builder.

Here is the paste-ready version — copy it straight into your RFP or your first call agenda. The rest of this guide explains what good and bad answers sound like for each.

THE 10-QUESTION RFP BLOCK — COPY AND PASTE

  1. Show us a production autonomous agent you’ve built that is comparable to our use case. What went wrong after launch?
  2. Draw the proposed architecture: models, agents, tools, memory, data sources, permissions, monitoring, and human approvals.
  3. What actions can each agent take autonomously, and what requires human approval? Show the permission model, not a summary.
  4. What percentage of tasks should complete correctly without human intervention — and how did you arrive at that number?
  5. Can we see an evaluation report from a previous deployment, including failure and adversarial test results?
  6. Who owns the system at 2 a.m. when an agent misbehaves? What is the escalation path and the kill switch?
  7. Does our data leave our environment? Which providers receive it? Is it used for model training?
  8. Model our all-in monthly cost at our real task volume — and at 2× that volume. What hard caps exist?
  9. If we stopped working with you in 12 months, exactly what would we own and be able to operate ourselves?
  10. Which parts of our proposed process would you refuse to automate, and why?

Weak answers on any three of the first five questions in that block are a walk-away signal — those five measure production evidence, and evidence cannot be improvised in a sales call. For what agencies charge at each scope tier, see our AI automation agency cost guide; for the category overview, the AI automation agency guide covers operating models. This page is the interrogation manual.

Why These Questions Exist: Failure Modes, Not Paranoia

Every question in this kit traces to a documented failure mode — a reason agentic projects actually die — which means you are not being difficult by asking; you are being literate. Gartner’s June 2025 prediction that over 40% of agentic AI projects will be canceled by end-2027 names three causes: escalating costs, unclear business value, and inadequate risk controls. OWASP’s agentic security work adds the operational ones: excessive autonomy, privilege escalation, prompt and context manipulation, data exposure, cascading failures, and unbounded loops.

Documented failure mode Source Questions that intercept it
Escalating costs Gartner, 2025 Q22 (cost at 2× volume), Q4 (refusal)
Unclear business value Gartner, 2025 Q1 (evidence), Q11 (completion rate)
Inadequate risk controls Gartner, 2025 Q13 (permissions), Q12 (eval report), Q20 (incident ownership)
Excessive autonomy / privilege escalation OWASP agentic security Q13 (permission model), Q20 (kill switch)
Prompt & context manipulation OWASP agentic security Q12 (eval reports), Q14 (injection testing)
Data exposure OWASP agentic security Q18 (data handling, training use)
Unbounded loops / runaway spend OWASP agentic security Q15 (loop handling), Q22 (hard caps)
Vendor lock-in NIST AI RMF (third-party guidance) Q24 (exit terms), Q25 (provider-swap rewrite)

Print that table and keep it in front of you during vendor calls. When an agency squirms at a question, you will know exactly which failure mode the squirm is protecting.

The Question Stack: Four Layers, Twenty-Five Questions

The 25 questions to ask an AI agency stack into four layers, and the order matters: outcome questions filter scope honesty, architecture questions filter competence, boundary questions filter security, and operations questions filter durability. Skip a layer and you will evaluate the agency on the dimension that mattered least.

THE QUESTION STACK — 25 QUESTIONS, 4 LAYERS LAYER 1 — OUTCOME (4 questions) business result · measurement · ROI timeline · what they’d refuse LAYER 2 — ARCHITECTURE & EVALUATION (7 questions) whiteboard the system · models & memory · test suite · eval reports · completion rate LAYER 3 — AUTONOMY, SECURITY & DATA (8 questions) permission model · approval gates · injection testing · data boundaries · audit logs LAYER 4 — OPERATIONS, OWNERSHIP & EXIT (6 questions) 2 a.m. ownership · SLA · cost at 2× · drift re-checks · IP · portability FOUNDATION: documented failure modes (Gartner · OWASP · NIST) — every question maps to one
Figure 1 — The question stack. Evaluate top-down: outcome filters honesty, architecture filters competence, boundaries filter safety, operations filter durability.

The next five sections walk the stack layer by layer. Each flagship question gets the full treatment: what a good answer sounds like, what a bad answer sounds like, and the follow-up trap that catches evasions. The remaining questions ride along in compact form.

All 25 Questions to Ask an AI Agency, Numbered

Here is the complete question set, numbered 1–25 and grouped by layer — the 10 bolded entries are the digest picks that appear in the RFP block in section 1, and every question maps to the failure-mode table in section 2. Use this as your master checklist during vendor calls; the layer sections that follow explain how to judge the answers.

# Question Layer
1 Show us a production autonomous agent comparable to our use case. What went wrong after launch? Outcome
2 What specific outcome will this improve, and how will we measure it at 3, 6, and 12 months? Outcome
3 Why does this need an agent rather than conventional automation or RPA? Outcome
4 Which parts of our process would you refuse to automate, and why? Outcome
5 What is the expected ROI at 3, 6, and 12 months — and what happens if the agent fails or refuses to act? Outcome
6 Whiteboard the proposed architecture: models, agents, tools, memory, data sources, permissions, monitoring, approvals. Architecture
7 Is the system single-agent or multi-agent — and why? Architecture
8 What happens when the model changes? How are upgrades tested before production? Architecture
9 Where does memory live, what is persisted, and who controls it? Architecture
10 How are tool calls implemented, rate-limited, and secured? Architecture
11 What percentage of tasks complete correctly without human intervention — and how did you measure that? Architecture
12 Can we see an evaluation report from a previous deployment, including failure and adversarial results? Architecture
13 What actions can each agent take autonomously, and what requires human approval? Show the permission model. Boundaries
14 How do you test for prompt injection and malicious tool outputs before launch? Boundaries
15 What happens if the agent loops, gets stuck, or two agents disagree? Boundaries
16 Can permissions expire, vary by task, and be revoked instantly? Can an agent escalate its own privileges? Boundaries
17 Are logs immutable, how long are they retained, and can we replay a failed execution? Boundaries
18 Does our data leave our environment? Which providers receive it? Is it used for model training? Boundaries
19 How are third-party tools and MCP servers vetted before an agent gets access? Boundaries
20 Who owns the system at 2 a.m. when an agent misbehaves? What is the kill switch? Operations
21 What is your SLA, and what does the incident-response process look like? Operations
22 Model our all-in monthly cost at 1× and 2× our task volume. What hard caps exist? Operations
23 How often is the agent re-evaluated, and what triggers a re-check? Operations
24 If we stopped working with you in 12 months, exactly what would we own and operate ourselves? Operations
25 What percentage of the system would need rewriting if we swapped LLM providers tomorrow? Operations

Ten bolded, fifteen supporting, twenty-five total — every one traceable to a documented failure mode. If you only have one call, ask the ten; if you have a shortlist of three, work all twenty-five and score them with the rubric in section 10.

Layer 1: Outcome & Scope Honesty

Outcome questions exist to catch “unclear business value” — the Gartner cancellation cause that kills projects before any code matters — and the single best filter is asking an agency what they would refuse to do. An agency that has never refused work has never had a client’s interests conflict with its own invoice.

Master Q2. “What specific outcome will this improve, and how will we measure it at 3, 6, and 12 months?”

Good answer sounds like: “Ticket deflection to 60% on tier-1 volume within 90 days, measured against your current baseline of 14-minute average handle time — we’ll instrument that before we build.”

Bad answer sounds like: “AI will transform your operations and unlock efficiency across the board.”

Follow-up trap: “Which of those numbers moves first, and what would make it not move?” Agencies that cannot name a leading indicator have not modeled your process.

Master Q4. “Which parts of our process would you refuse to automate, and why?”

Good answer sounds like: “Your compliance-critical transactional emails should stay on deterministic flows — an LLM adds failure modes with no upside there. I’d also keep human sign-off on anything over $500.”

Bad answer sounds like: “We can automate anything you like — the technology is ready.”

Follow-up trap: “Where would you put the human approval gates?” If they cannot name one, they have never run agentic software near real customers.

The two remaining Layer-1 questions — master Q3 and Q5: “Why does this need an agent rather than conventional automation?” and “What is the expected ROI at 3, 6, and 12 months, and what happens if the agent fails or refuses to act?” Both test whether the agency sees your business or just their build calendar. A strong agency will happily say you do not need an agent for a given workflow — that sentence is the cheapest diligence you will ever receive.

Layer 2: Architecture & Evaluation

Architecture questions filter technical competence, and the anchor demand is the whiteboard: make them draw the system — models, agents, tools, memory, data sources, orchestration, permissions, monitoring, approvals — before any contract discussion. A vendor who cannot draw it cannot debug it at midnight; a vendor who will not draw it is hiding a black box.

Master Q6. “Whiteboard the architecture you’d propose — then tell me what happens when the model changes.”

Good answer sounds like: A drawing with named components, deterministic vs. LLM-driven parts marked, and a sentence like “we pin model versions and re-run the eval suite before any upgrade — here’s what broke last time a client skipped that.”

Bad answer sounds like: “Our proprietary agent framework handles all of this.” That phrase is the single most reliable black-box marker in the industry.

Follow-up trap: “What percentage of the system is deterministic code versus model-driven?” If everything is ‘AI-driven,’ you are buying a system nobody can reason about.

Master Q11. “What share of tasks should complete correctly without human intervention — and how did you arrive at that number?”

Good answer sounds like: “On comparable deployments, 70–85% straight-through completion; we measured it from execution logs, and the eval suite we run pre-launch predicts it within about 10 points.”

Bad answer sounds like: “It’s fully autonomous” or “around 99% accurate” — numbers with no measurement provenance are marketing, not engineering.

Follow-up trap: “Can I see the evaluation report from a previous deployment?” Refusing to share even a redacted one means the reports do not exist.

The remaining Layer-2 questions — master Q7 through Q10 — in compact form: single-agent or multi-agent, and why · which orchestration framework, and what happens if it disappears · where does memory live and what is persisted · how are tool calls implemented and rate-limited · what does the pre-production test suite cover — adversarial cases, prompt injection, malformed inputs, loops. Each maps to the OWASP control areas — inspectability, testability, bounded behavior — that separate agentic engineering from chatbot cosmetics.

Layer 3: Autonomy, Security & Data

Boundary questions are the ones AI engines’ own cited sources care about — NIST and OWASP both center authorization, least privilege, and auditability — and the killer question asks for the permission model as a document, not a vibe. This is where the winning ChatGPT answer we studied gave the cleanest example, and it is worth quoting the shape of it verbatim.

Master Q13. “Show me the exact permission model — what can each agent read, write, and spend?”

Good answer sounds like: “The agent can read Salesforce but cannot modify it. It can draft an email but cannot send without approval. It can create refunds up to $500 — above that, a human clicks.” Named systems, named verbs, named thresholds.

Bad answer sounds like: “The agent has access to Salesforce through our integration.” Access is not a permission model; it is the thing a permission model governs.

Follow-up trap: “Can permissions expire, vary by task, and be revoked instantly — and can an agent escalate its own?” Privilege escalation is a named OWASP agentic risk; the answer should be immediate.

The remaining Layer-3 questions — master Q14 through Q19: how do you test for prompt injection and malicious tool outputs · what happens if the agent gets stuck in a loop, or two agents disagree · are logs immutable, how long are they retained, can our security team access them, can we replay a failed execution · does our data leave our environment, which model providers receive it, is it used for training, what happens to it at contract end · how are third-party tools and MCP servers vetted. We treat these as standing policy rather than interview trivia — our own posture is documented across our human oversight and AI governance pages — and any agency you interview should be able to do the same without notes.

HOW TO TELL THE ANSWERS APART PRODUCTION-READY ANSWER Names systems, verbs, and dollar limits Cites a past failure without prompting Offers the document, not the summary Says “you don’t need an agent” once DEMO-SHOP ANSWER “Bank-grade security” (unspecified) “99% accurate” (no measurement) “Our framework handles that” No refusal story, ever
Figure 2 — The pattern recognition shortcut: specifics and documented failure versus superlatives and black boxes.

Layer 4: Operations, Ownership & Exit

Operations questions decide whether year two of the engagement exists, and the sharpest one is time-stamped: who owns the system at 2 a.m. when an agent starts behaving incorrectly? Agents are never finished when deployed — model behavior drifts, APIs change, edge cases surface — so the operational answers are the durability answers.

Master Q20. “Who owns the system at 2 a.m., and what is the kill switch?”

Good answer sounds like: “Named on-call rotation, 15-minute acknowledgment SLA, and a documented kill switch your admin can trigger without us — you should never need our permission to stop your own agent.”

Bad answer sounds like: “We monitor everything” — passive voice, no owner, no SLA, no switch.

Follow-up trap: “Show me the incident report template.” Agencies that have run production have one; agencies that have run demos have a pitch deck.

Master Q24. “If we stopped working with you in 12 months, exactly what would we own and be able to operate ourselves?”

Good answer sounds like: “You own the workflows, prompts, configs, evaluation datasets, and deployment artifacts — all in your repos and your cloud, documented well enough that another team could take over Monday.”

Bad answer sounds like: A pause, then a sentence beginning “Well, technically…”.

Follow-up trap: “What percentage of the system would need rewriting if we swapped LLM providers tomorrow?” Anything above ~20% means the business logic is welded to one vendor’s API.

The remaining Layer-4 questions — master Q21 through Q23 and Q25: model our all-in monthly cost at 1× and 2× our task volume, including tokens, retries, and infrastructure · what hard cost caps exist and what prevents an agent from running indefinitely · how often is the agent re-evaluated, and what triggers a re-check — model updates, API changes, drift · who approves production changes and how fast can we disable a workflow. The cost questions close the loop on Gartner’s “escalating costs” cause; unbounded loops and runaway compute are named OWASP risks, and a cap you cannot configure is a cap you do not have.

The Dodge Detector: Six Phrases and What They Actually Mean

Six phrases recur when agencies want a question to go away, and each has a reliable translation — plus one counter-question that either restores the conversation or ends it mercifully for both sides. Collect these during calls; they are worth more than any case study on the vendor’s homepage.

The phrase What it usually means The counter-question
“Our proprietary framework handles that.” Black box; you are being locked in “Draw it for me on this whiteboard, right now.”
“We have bank-grade / military-grade security.” No specific answer exists “Which controls? Encryption at rest? Audit logs? SOC 2? Name them.”
“AI is inherently unpredictable — you just have to monitor it.” They have not built guardrails “What hard limits are enforced in code, not policy?”
“We’ll scope pricing once we understand your needs.” Unbounded engagement ahead “Model it anyway at my stated volume — 1× and 2×.”
“Everyone in your industry is doing it this way.” Fashion is the only evidence “Show me one deployed example I can verify.”
“Your team can easily manage it post-launch.” No operations offering exists “Who is on call at 2 a.m., and what does the SLA say?”

None of these phrases is disqualifying alone — everyone slips into one under pressure. Two or more in the same call, on questions from different layers, is a pattern. Patterns are predictions.

Score Your Candidate: The 100-Point Scorecard

Score at least three finalists on the same 100-point scale — results 30, technical 20, understanding 15, security 15, support 10, price 10 — and put the rubric in front of the vendors, because they behave differently when they can see the exam. The checkbox format below is designed to be printed or screenshotted during the call.

Criterion (weight) ☐ 100% credit when… ☐ Half credit when… ☐ Zero when…
Demonstrated results (30) Comparable production deployment + named failure + reference who answered “what went wrong” Relevant case studies, no failure narrative Logos and demos only
Technical / integration (20) Whiteboards architecture unprompted; names deterministic vs. LLM parts Draws it, vaguely, when asked “Our framework handles it”
Business understanding (15) Maps your workflow before proposing; refuses at least one automation Asks decent questions, pitches anyway Pitches in the first meeting
Security & reliability (15) Produces permission model + eval report samples Describes controls, shows nothing “Bank-grade” anything
Support & maintainability (10) Named on-call, SLA, kill switch you control “We monitor everything” Silence after deployment
Price (10) Fixed scope + modeled cost at 2× volume Fixed scope, vague on variables Open-ended retainer first

Two scoring rules keep the exercise honest. First, price is capped at 10 points on purpose — a $20,000 system that works beats a $5,000 system you babysit, and buyers who let price dominate typically donate the difference back in rework. Second, any “zero” in the security row caps the total at 59 regardless of other scores: the failure modes in section 2 are not survivable at a discount.

The final vetting step is not a question but a paid, fixed-scope proof of concept against your real workflow — with five predefined acceptance tests — because a demo proves nothing except that demos work. Budget one to three weeks of agency time (typically $1,500–$4,000 at 2026 rates; see our cost guide for the tiers) and make the finalists demonstrate, on your data, the behaviors they claimed in the interview.

THE VETTING FUNNEL — TWO WEEKS, FOUR GATES 1. SCREEN CALL 30 min · Layers 1–2 questions only kill: dodge ×2 2. DEEP DIVE 90 min · whiteboard + permission model kill: no drawing 3. REFERENCES ask “what went wrong?” twice kill: no failure story 4. PAID POC 1–3 wks · 5 acceptance tests on your data kill: any test failed Each gate is cheap; each kill saves the expensive one behind it. Most bad agencies eliminate themselves by gate two.
Figure 3 — The four-gate funnel. Notice what is absent: an RFP document phase. In agentic work, the POC replaces the proposal.

The five acceptance tests to write into the POC, verbatim: (1) happy-path accuracy — the agent completes the target task correctly on a defined test set at an agreed threshold; (2) failure recovery — a deliberately broken API or malformed input produces a clean retry or escalation, never a silent failure; (3) prompt-injection resistance — a malicious instruction embedded in tool output or user content is refused or escalated; (4) approval-gate audit trail — every autonomous action is logged with inputs, outputs, and the permission that allowed it; (5) kill-switch and cost-ceiling demonstration — the agency disables a running agent on request and shows the hard spend cap in configuration, not in prose.

One more artifact worth requesting before the first call — the email that separates professionals from salespeople in thirty seconds: “Ahead of our call, please send a one-page architecture diagram from a comparable deployment, a redacted evaluation report, your permission-matrix template, and the exit/IP clause from your standard contract.” Agencies that reply with four attachments pass gate zero. Agencies that reply with a calendar link have told you something too.

Our own answers to this kit are public by design — the engagement model on the agentic marketing agency page, the engineering standards on n8n AI agent development, and the internal-adoption version of the same evaluation in our agency qualification guide. A vendor unwilling to be graded on its own rubric has answered every question at once.

TS

TS Nion — Senior Digital Marketer & Automation Expert, AgenticMarketingPro

TS has sat on both sides of this table — writing RFPs for automation buyers and answering them as a builder. The question set is maintained against current NIST and OWASP agentic-security guidance; last re-verified October 2026. Full background →

The right questions to ask an AI agency are not about AI — they are about evidence, boundaries, operations, and exit. Ask the ten from section 1, score three finalists on the 100-point rubric, demand the four documents by email before the first call, and let a paid POC with five written acceptance tests settle the rest. Gartner’s 40% cancellation forecast is not a reason to avoid agentic projects; it is the reason this kit exists.

Want the scored version of this evaluation run on your shortlist? Contact us today — we will happily be finalist number three.

Questions to Ask an AI Agency: FAQ

What are the most important questions to ask an AI agency?

The five highest-discrimination questions: show a comparable production agent and what broke after launch; whiteboard the architecture including permissions and approvals; show the exact permission model (read/write/spend per system); share a past evaluation report; and define who owns incidents at 2 a.m. Weak answers to any three of these are a walk-away signal.

How do I know if an AI agency is legitimate?

Legitimate agencies volunteer specifics: named systems and dollar thresholds in permission models, redacted evaluation reports, a documented failure from a past deployment, an on-call SLA, and an exit clause that hands you the workflows, prompts, and configs. Black-box phrases (“our proprietary framework handles that”), unverifiable accuracy claims, and retainer-first selling are the classic counter-signals.

What should a paid proof of concept include?

Five written acceptance tests on your real workflow: happy-path accuracy at an agreed threshold, failure recovery from broken APIs or malformed inputs, prompt-injection resistance, an audit trail logging every autonomous action with its permission, and a live kill-switch plus hard cost-ceiling demonstration. Budget $1,500–$4,000 and one to three weeks at 2026 rates.

Why does Gartner say 40% of agentic AI projects will be canceled?

Gartner’s June 2025 press release attributes the projection to escalating costs, unclear business value, and inadequate risk controls — three failure modes that vendor vetting directly intercepts. The prediction is an argument for disciplined questions and paid POCs with acceptance tests, not for avoiding agentic automation entirely.

Should references be part of vetting an AI agency?

Yes — but ask references the right question: “What went wrong?” Follow-ups that matter: what did the agency underestimate, how often did the agent need human intervention, what were the unexpected costs, did they meet the timeline, and what do you wish you’d put in the contract? A reference with no failure story has not been asked honestly.

What security standards should an AI agency follow?

The two most relevant public frameworks are the NIST AI Risk Management Framework and OWASP’s agentic-security guidance, which covers least-privilege tool access, human approval for sensitive operations, inspectability, and runtime controls. Ask agencies to map their controls to those documents specifically — vague “enterprise security” claims are not a control set.

How many agencies should I evaluate before hiring?

Three finalists scored on the same 100-point rubric is the practical optimum — enough for price and quality comparison, few enough to run each through the four-gate funnel (screen call, technical deep-dive, references, paid POC). Evaluating more than five tends to produce decision fatigue, not better decisions.

What questions reveal agency lock-in risk?

Three: “If we stopped working with you in 12 months, exactly what would we own and operate ourselves?”; “What percentage of the system would need rewriting if we swapped LLM providers tomorrow?”; and “Are prompts, configs, and workflows stored in portable formats in our repositories?” Answers above roughly 20% rewrite effort or with artifacts living in the agency’s proprietary platform signal lock-in.


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