AI Know Your Customer File Summariser

WHAT IT DOES

The AI Know Your Customer File Summariser is an intelligent agent that transforms your KYC file details into a clear, professional summary. Provide the customer name, customer type, verification documents, risk rating, and key findings, and the agent returns a complete summary featuring a customer overview, verification details, risk rating, and key findings. This tool helps compliance, onboarding, and risk professionals document KYC reviews efficiently and consistently.

HOW TO USE

Open the agent in BotSurf. Paste your API key once during setup (it is stored locally and never transmitted). Then simply describe your KYC file in plain language — include the customer name, customer type, verification documents, risk rating, and key findings. Press the run button, and the agent generates your professional summary instantly. No templates to fill out, no formatting to wrestle with.

WHAT IT SENDS

The agent sends exactly the text you type into the input box — nothing more, nothing less. It does not access your files, browser history, clipboard, or any system data. It does not transmit your API key or any persistent identifiers. The agent processes your request through the AI provider's API using only the text you provide. Usage is logged solely for billing purposes (counting runs) and does not include the content of your requests or responses. Content is not stored, shared, or used for model training. The agent sends your text only when you press the run button; it does not automatically send data on page load or at any other time.

SUBSCRIPTION

This agent is available for $19.99 per month. New subscribers receive a 7-day free trial with full access to all features. Each subscription includes 100 runs per month — enough for multiple summaries or revisions. Unused runs do not roll over. You may cancel your subscription at any time through your BotSurf account settings, and your access will continue until the end of the current billing period.

THE PANEL

The agent runs inside a draggable, resizable panel that stays on top of your other windows. Drag the title bar to reposition it. Snap the panel to any edge of your screen for a clean workspace. Collapse it to a minimal bar when you need more room. Press Escape to close the panel instantly. Your session and settings persist across page reloads.

PLEASE NOTE

AI-generated content can contain errors, omissions, or inaccuracies. This agent is a drafting assistant, not a compliance officer, legal advisor, or financial crime specialist. KYC files may have significant regulatory implications. Always review and verify all details with appropriate stakeholders and legal counsel. This tool does not guarantee regulatory compliance or complete identification of all risks. For regulated sectors (legal, financial, or compliance), this agent does not provide professional advice. Consult qualified professionals for advice tailored to your specific situation. Use at your own risk.