A reusable vendor question set, evidence labels and a decision record.
FREE OFM FIELD KIT
Build a shortlist for your actual chatting workflow
Use a requirements matrix, a vendor-question template and a trial memo. The best candidate for a reviewed team inbox may differ from the best candidate for a narrowly scoped automatic workflow.
Category leads from public descriptions, not measured winners. Confirm the current feature and plan.
REVIEWED DRAFTS: investigate documented assistance in Supercreator and Infloww; test the approval queue.
AI AND CRM TOGETHER: investigate Supercreator and Substy; confirm the exact plan, mode and fee base.
TEAM OPERATIONS: investigate Infloww, OnlyMonster and CreatorHero; test roles and handover.
FOR EVERY CANDIDATE: required feature / source / demonstrated result / unknowns / quoted cost / next test
Do not rank a product first because it has the longest feature page.
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Send a focused vendor question
A reusable inquiry template; this website does not send it for you.
We are evaluating [workflow] for [account count] authorised accounts.
Our mandatory requirements are [three requirements].
Could you confirm the plan that supports them and demonstrate [specific correction / handover / pause case]?
Please separate the account fee, usage allowance, overages and any sales-based charge. Which transactions form that sales base?
Which functions are available during the trial, and what happens when it ends?
We will compare the same brief across candidates and keep unresolved points marked untested.
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Record why you chose a candidate
Include the conditions under which you would reconsider.
CHOSEN CANDIDATE / PLAN / QUOTE DATE:
JOB IT WILL OWN:
MANDATORY REQUIREMENTS MET AND EVIDENCE:
REMAINING HUMAN WORK:
EXPECTED COST AT OUR INPUTS:
LIMITATIONS ACCEPTED:
UNTESTED ITEMS AND OWNER:
MIGRATION OR ACCESS CHECKS:
PAUSE OR RECONSIDERATION TRIGGER:
REVIEW DATE:
A price comparison is separate from quality evidence; keep both records.
These are illustrative planning scenarios, not reports of vendor tests or customer outcomes. Adapt the examples to an account you are authorised to operate. Use the field guide for the underlying method and the interactive tool for your own inputs.
One provider advertises a capability and the other does not mention it.
Work through it
Mark the first as a documented claim and the second as unknown. Ask whether the missing feature exists on the quoted plan.
What to check
Silence on a page is not proof that the feature is absent.
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THE SITUATION
A vendor shows a large revenue uplift
A marketing page presents an improvement figure without your account’s context.
Work through it
Ask about baseline, time period, traffic changes, pricing changes and attribution. Evaluate the workflow on the criteria you defined.
What to check
A published result does not forecast what your operation will earn.
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THE SITUATION
Your own product is in the comparison
The publisher benefits if readers choose one of the listed options.
Work through it
Identify the relationship plainly and apply the same evidence labels, pricing questions and limitations.
What to check
A commercial placement should not be described as an independent test result.
YOUR WORKING DOCUMENT
Keep the decision with the evidence.
Use the plain-text worksheet in your own approved system. It contains headings only, so you control which information is recorded and where it is stored. Nothing entered in a downloaded file is returned to this publication.
SIDE-BY-SIDE DECISION RECORD
Use case and owner:
Mandatory requirements:
Candidate A / plan / source date:
Candidate B / plan / source date:
Capability / documented source / observed evidence:
Unknown answers:
Normalised quote scenario:
Hard failures:
Reasons for selection or rejection:
Commercial relationships:
Reviewer and next review date:
Common mistakes to avoid
Turning vendor marketing claims into independent ratings.
Changing criteria after seeing which candidate scores better.
Assuming a universal winner can replace a workflow-specific buying decision.
Before implementing a workflow, confirm that it is supported by the chosen product and permitted under current platform rules. A planning example does not establish either. OnlyFans terms.
Evaluate chatbot revenue claims by checking the denominator, period, audience, costs and attribution before putting an uplift into a business forecast.