AI Reference Customer Approval Request Drafter

WHAT IT DOES

AI Reference Customer Approval Request Drafter is a specialized AI agent that transforms customer relationship details, reference request context, and program requirements into clear, structured approval request summaries. When you provide customer relationship details, reference request context, or program requirements, the agent drafts a comprehensive request. It returns exactly three focused sections: "Customer Details & Qualifications" ranking the five most important customer details by relevance, "Reference Use Cases & Request Purposes" ranking the five most critical use cases by importance, and "Approval Request Steps & Follow-up Actions" ranking the five most important steps or actions by sequence. The output is capped at 1,024 tokens, ensuring a concise, actionable request. This is a draft request only—review and customize for your specific situation.

HOW TO USE

Open the agent in BotSurf. Paste your customer relationship details, reference request context, or program requirements into the input box. You can also select text directly from the page and click "Use Page Selection" to populate the input automatically. Click "Draft Approval Request" or press Ctrl+Enter (Cmd+Enter on Mac) to submit. The agent processes your input through the AI connector and displays a structured request with customer details, use cases, and follow-up steps. The panel is designed for quick review—no account creation is required beyond your BotSurf subscription. The agent retains no memory of past conversations; each request is independent.

WHAT IT SENDS

The agent sends exactly the text you enter into the input box (or the text you select from the page) to the AI model. No additional metadata, page content, cookies, or browser history is transmitted. The text is truncated to a maximum of 6,000 characters before sending; longer inputs are clipped and marked as truncated. Usage logs record the count of runs for billing purposes only—they do not store, log, or retain the content of your submissions or the model's responses. The agent runs entirely in your browser; the AI connector handles the request securely. No data is shared with third parties.

SUBSCRIPTION

This agent is available for $19.99 per month with a 7‑day free trial. Each subscription includes 100 runs per month—one run per approval request draft. Unused runs do not roll over. You can cancel anytime from your BotSurf account settings. The free trial starts automatically when you first use the agent; no upfront payment is required until the trial ends.

THE PANEL

The overlay panel is fully draggable via its title bar and remembers its position using BGAI.setState. It snaps to the nearest edge when dragged within 40px of any screen boundary. The panel collapses to a minimal header when not in use and expands on hover or click. Pressing Escape temporarily dismisses the panel until you navigate to a new page or manually reactivate via the BotSurf toolbar. The panel includes a text input area, toolbar buttons (Draft Approval Request, Use Page Selection, Clear), and a results area that displays the structured request.

PLEASE NOTE

AI can be wrong. Always verify critical information with your customer data and consult with business or legal professionals before sending. This tool provides a draft request only and does not constitute professional business or legal advice. The agent is not a substitute for professional relationship management, legal review, or business communications. Reference customer approval requests, use cases, and follow-up actions vary by customer relationship, industry, and program requirements—the agent's request is based on the details provided and general best practices. Run counts are deducted from your monthly allowance regardless of output quality; ensure your input is complete and accurate before submitting.