AI Implementation Partner Referral Drafter

WHAT IT DOES

This AI agent helps you create structured referrals for implementation partners. Given a client name, partner name, product/service being implemented, scope of work, key benefits, and next steps, it identifies the five most important referral priorities for recommending the partner to the client. For each priority, it provides a one-sentence rationale explaining why that aspect matters and a draft subject line for the corresponding communication. Perfect for sales teams, partner managers, customer success leaders, and business executives managing implementation partnerships, client recommendations, and strategic alliances.

HOW TO USE

Open the agent in BotSurf's panel interface. Enter your client name—this could be Acme Corp or Global Enterprises. Provide the partner name, such as TechSolutions Inc. or Expert Consulting Group. Enter the product or service being implemented, such as Enterprise CRM or Cloud Platform. Describe the scope of work, including key deliverables and objectives. List the key benefits, one per line, such as expert implementation team, reduced time-to-value, or proven methodology. Then list the next steps, one per line, such as schedule discovery call, define project timeline, or kickoff meeting. Press the "Draft partner referral" button. Within seconds, the agent returns a structured implementation partner referral highlighting the five most critical priorities, each with a clear rationale and a ready-to-use subject line for emails, client communications, or internal updates. You can also click "Use page selection" to pull scope information from the current page if it is already documented.

WHAT IT SENDS

When you press "Draft partner referral", the agent sends exactly the client name, partner name, product/service, scope, benefits, and next steps you entered. No other data—no browser history, no cookies, no page content beyond what you explicitly provide—is transmitted. Usage logs record only the fact that a run occurred for billing purposes, never the content of your referral or partner details. All processing occurs through BotSurf's secure bridge; your referral information is not stored or used for training.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—sufficient for multiple referral sessions across your organization. Unused runs do not roll over. Cancel anytime from your account settings; no long-term commitment. The free trial gives you full access to the agent's capabilities for seven days, with a limit of 100 runs during that period.

THE PANEL

The agent runs in a draggable, resizable panel that snaps to the edges of your browser window. Collapse it to a small bubble when you need screen space. Press Escape to close the panel. Position and state persist across sessions when you are logged in.

PLEASE NOTE

AI can be wrong. This tool provides general information and referral suggestions, not professional business or legal advice. Always review and validate partner referrals with your partner team, legal counsel, and relevant stakeholders. The agent is designed to accelerate your workflow, not to replace human judgment in partner recommendations.