Most demos are theatre: pre-loaded data, perfect Wi-Fi, and agents who never make mistakes. Your job is to puncture that bubble fast. The best way is not more features, but better questions—ones that force vendors to reveal how they handle outages, compliance, AI, integrations, migration and day-two realities. This guide gives you 25 questions that turn a “pretty demo” into an X-ray of whether the platform can actually run your contact center in 2026 and beyond.
1. How To Use These 25 Questions in Demos (Without Derailing the Meeting)
This list is not meant to be rattled off in order while everyone stares at a spreadsheet. Instead, map three to five questions to each demo segment: architecture, routing, AI, integrations, migration, pricing and SLAs. Ask them as the vendor shows live flows. For example, during routing, ask uptime and incident questions; during CTI, ask screen-pop and CRM logging questions; during AI, ask about QA coverage and coaching. This mirrors the use-case-first mindset you’d apply from integration buyer guides or 12-month integration roadmaps.
You’ll know the questions are working when demos shift from “watch this canned scenario” to “here’s how we actually handle failures, spikes and constraints.” Strong vendors lean in and show you. Weak vendors dodge, generalise or promise follow-ups they never send. Capture every answer in a shared doc; these notes will be more valuable than any glossy feature matrix.
| # | Question | Strong Vendor Answer | Red Flags in Weak Vendors | Related Deep-Dive Resource |
|---|---|---|---|---|
| 1 | “Show us your real uptime and incident history for the last 12 months.” | Shares uptime %, incident count, root-cause categories, and remediation; explains how architecture changed after major events. | Vague “four nines” claims, no incident log, or deflection to generic status pages. | Low-downtime architecture guide |
| 2 | “Walk us through your production architecture for our regions.” | Explains regions, POPs, failover strategy, carrier partners and how traffic routes for, e.g., UAE, KSA, India, EU. | Hand-wavy multi-region claims, no clear answer on where calls actually terminate or where data lives. | Zero-downtime architecture article |
| 3 | “How do your SLAs handle outages in peak hours, and what penalties apply?” | Shows signed SLA sample with credits, clear definitions of downtime, response times and escalation paths. | “We rarely go down” plus generic legalese, no meaningful credits, or SLAs that exclude real-world scenarios. | SLA buyer playbook |
| 4 | “Describe your last migration from a legacy ACD with 200+ seats.” | Provides concrete tenant, seat count, timeline, dual-run period, data migrated and lessons learned. | Only generic “we can migrate anything” stories; no clear plan for dual running, number ports or data mapping. | CIO migration survival guide |
| 5 | “Show Salesforce / HubSpot / Zendesk CTI live: ring → screen pop → logging.” | Does a full call with automatic screen pop, disposition, notes and recording link written back in real time. | Manual “click to open record,” inconsistent logging, or reliance on third-party CTI with fragile feel. | Live call integration tools |
| 6 | “What exactly do agents see in the first 3 seconds of a call?” | Shows concise screen pop: identity, intent guess, last contacts, open cases, risk flags; explains configuration options. | Overloaded UI, slow pops, or “we can customise that later” with no standard design pattern. | Screen pop design guide |
| 7 | “How much of our call volume can your QA stack score automatically?” | Talks in percentages (80–100% coverage), shows real scorecards and examples of AI-flagged calls feeding coaching. | Samples 1–3% of calls, exports to spreadsheets, or treats AI QA as a future add-on. | AI QA 100% coverage article |
| 8 | “Show real-time AI coaching live on a call, not just post-call analytics.” | Demonstrates prompts for empathy, compliance and next steps as the call unfolds, then shows impact on CSAT/FCR. | Only offers call summaries and sentiment after the call; no in-flow guidance. | AI call center software stack |
| 9 | “Explain how your dialer keeps us TCPA-compliant at scale.” | Shows consent lists, pacing controls, time-of-day rules, audit logs and how campaigns block restricted numbers. | Relies on “we leave compliance to customers,” lacks robust controls or audit trails. | TCPA workflows playbook |
| 10 | “How do you handle call recording across GDPR, HIPAA, PCI and GCC rules?” | Explains per-queue/per-region policies, consent flows, redaction and storage locations with clear admin controls. | One-size-fits-all recording toggle, no granular control or clarity on data residency. | Recording compliance guide |
| 11 | “Show a full WhatsApp → voice → email journey with context preserved.” | Demonstrates omnichannel timeline, single interaction record and routing that respects history and preferences. | Channels live in silos, agents cannot see prior contacts, or journeys break between apps. | AI analytics in omnichannel GCC flows |
| 12 | “Show us the dashboards our COO would actually use weekly.” | Presents clear views of SLAs, queues, WFM, CX and revenue drivers; drills into causes, not just counts. | Overwhelming chart forests, no linkage between metrics and actions, or heavy export dependence. | COO reporting & analytics guide |
| 13 | “How does your WFM handle remote, multi-time-zone teams?” | Shows forecasting and scheduling by region, shift bidding, adherence and shrinkage tuned for WFH realities. | Treats WFM as a sidecar or spreadsheet job; cannot model remote patterns well. | WFM for cloud centers article |
| 14 | “Show how you route Arabic-speaking VIPs differently from standard queues.” | Demonstrates language + VIP skills routing, Arabic IVR, toll-free numbers and region-aware flows. | No native Arabic IVR, limited skills routing, or heavy dependence on ad-hoc workarounds. | Arabic IVR & toll-free PBX guide |
| 15 | “How do you support BPOs with multiple clients on one platform?” | Explains tenant isolation, per-client routing, reporting partitions and billing separation. | Assumes single-tenant enterprise only; no clean pattern for multi-client operations. | BPO-optimised stack patterns |
| 16 | “Show us how a supervisor changes routing logic without code.” | Displays visual flow editor, versioning, approvals and rollback for queues, skills and IVR changes. | Requires vendor PS or developers for every small change; no safe sandbox or rollback. | ROI-ranked features article |
| 17 | “Walk us through your 3-year roadmap and deprecation policy.” | Shares public roadmap themes, SLAs for breaking changes, and examples of graceful deprecations. | Vague “we’re investing heavily in AI,” no clarity on how features change or retire. | Future of cloud telephony analysis |
| 18 | “Break down our likely 3-year TCO: seats, minutes, AI, support and add-ons.” | Provides a scenario-based model tied to your use cases, including AI and support tiers, not just base license. | Only quotes per-seat/month; glosses over minutes, AI, recording and support costs. | Price list benchmark article |
| 19 | “Where do hidden fees typically appear after year one?” | Openly discusses AI usage spikes, storage, premium support and regional surcharges with mitigation strategies. | Insists there are no hidden fees; pushes you back to marketing PDFs. | Hidden fees in call center software |
| 20 | “Show us how devices and headsets are monitored and supported.” | Explains certified hardware, network checks, MOS scoring and troubleshooting flows for remote agents. | Says “any headset works,” offers no visibility into device health or audio quality. | Device & headset buyer guide |
| 21 | “What happens to our data and numbers if we leave your platform?” | Covers export formats, recording access, metadata, number porting and timelines with contractual backing. | Vague about data access, slow export promises, or unclear stance on number ownership. | PBX migration & exit costs |
| 22 | “Show live examples in our vertical: healthcare, banking, e-commerce or BPO.” | Demonstrates flows and reference stories specific to your industry’s risk and CX profile. | Only generic retail examples; no evidence of depth in your regulatory or CX environment. | Healthcare, Banking/fintech, E-commerce |
| 23 | “How do you handle fraud, KYC and OTP flows end-to-end?” | Shows KYC checks, OTP delivery, risk-based routing and audit trails aligned with your policies. | Treats fraud as “just another queue,” with no specialised routing or audit capabilities. | Fraud & high-risk flows guide |
| 24 | “Who owns success post-go-live: which teams, which roles, which cadence?” | Explains CSM, solution architect and support involvement; shares QBR format and success metrics. | Focuses on implementation only; “account management” is reactive ticket-taking. | CX playbooks for contact centers |
| 25 | “What breaks first when customers grow 3× in 18 months, and how do you handle it?” | Candidly shares scaling pain from other clients, how they fixed routing, carriers, WFM and reporting at higher volume. | Claims “we scale infinitely”; no specifics on previous high-growth customers or architecture changes. | Scale & uptime architecture |
2. Turning Answers into a Vendor Scorecard (Not Just “Good Vibes”)
These questions only help if you turn answers into decisions. Build a simple scorecard: for each question, rate vendors green/yellow/red on clarity, proof and fit. For example, a vendor that shows real incident reports, multiple region architectures and public uptime history gets green on Q1–Q3. Another that promises “we’ll come back with that” receives yellow or red. Weight questions by your risk: if fraud, healthcare or GCC compliance are central, Q2, Q10, Q14, Q22 and Q23 get heavier weight.
Next, connect scores to TCO and SLAs. A vendor with great pricing but weak answers on migration, QA and AI may look cheap now and expensive later. Use cost resources like real pricing breakdowns and cost calculators to calibrate. The strongest vendor often has a slightly higher headline price but significantly lower risk and integration cost over three years.
3. 90-Day Roadmap: Rebuilding Your Vendor Evaluation Around These 25 Questions
Days 1–30 — Align on risk and use cases. Gather CX, ops, IT, security, finance and regional leaders. List your 15–20 core use cases and top risks: outages, compliance, fraud, KYC, healthcare data, remote agents, GCC rules. Map each of the 25 questions to a use case or risk. For example, Q9 and Q18 align with TCPA and financial exposure, Q10 and Q21 with data risk, Q1–Q4 with operational continuity. Resources like fraud flow guides and AI QA articles can anchor discussions.
Days 31–60 — Rewrite your RFP and demo scripts. Replace generic “Do you support X (Y/N)?” checkboxes with scenario-based prompts built around these questions. For example: “During the demo, show a healthcare scheduling call with HIPAA-compliant recording (Q10), WFM visibility (Q13) and AI QA coverage (Q7).” Update your RFP templates so that written responses and live demos are aligned; vendors must answer the same realities in both formats.
Days 61–90 — Run structured bake-offs and learn. For every shortlisted vendor, run a controlled demo series: architecture, routing, AI, integrations, vertical flows, SLAs and pricing. Use the table above as your evaluation sheet. After each session, score answers and capture follow-ups. Compare results with TCO models from price lists, hidden fee breakdowns and SLA expectations from SLA guides. This becomes your audit trail when the board or CIO asks, “Why this platform, and what did we test?”






