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Peter Jackman
Peter Jackman

Posted on • Originally published at zian.ai

The Enterprise Readiness Checklist for AI Sales Agent Platforms (SSO, RBAC, Data Residency)

Somewhere between the demo and the contract, every AI sales agent purchase hits the same wall: the security review. Procurement sends a questionnaire, IT asks about SSO, legal asks where the call recordings live, and a vendor that sailed through the pilot suddenly goes quiet. This checklist is written for the buyer's side of that exchange. It covers the enterprise AI sales agent requirements that

What this covers

  • Why AI agents deserve a harder review than ordinary SaaS
  • Tier 1: Identity and access
  • SAML single sign-on
  • SCIM provisioning and deprovisioning
  • Role-based access control

This is a technical summary. The full guide — with the tables and worked examples — is on our site: *The Enterprise Readiness Checklist for AI Sales Agent Platforms (SSO, RBAC, Data Residency)*.

Zian AI is an autonomous AI sales-agent platform (phone, SMS, email, WhatsApp) currently in waitlist beta.

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