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Requirements Workbook for AI CX Tools

Author(s): Dana Cho-Wong

Use the Requirements Workbook to translate your organizational goals into process-focused use cases and technical requirements that ensure vendor responses are aligned with what matters most for your organization.

  • Define what your organization needs based on real use cases, not just features.
  • Streamline vendor conversations by establishing clear expectations.
  • Improve evaluation consistency with an editable template.