AI Referral Request Writer

WHAT IT DOES

The AI Referral Request Writer takes your client or customer relationship context—including industry, services provided, project outcomes, and target referral audience—and instantly returns three personalised referral request email drafts. Each draft includes a compelling subject line, a specific reason for asking that particular contact (referencing your work together), a clear description of the ideal referral type or target audience, and a low-friction call to action that makes it easy for your client to reply, introduce you, or forward your message. The agent crafts three distinct approaches so you can choose the tone that best fits each relationship. This removes the awkwardness and guesswork from asking for referrals, helping you grow your business through word-of-mouth without sounding pushy or generic.

HOW TO USE

Open the agent inside BotSurf. Paste your OpenAI API key once (it stays locally in your browser). In the input box, paste your client relationship context—industry, services provided, project outcomes, and target referral audience. Press the "Generate referral requests" button. Within seconds, the agent returns your three personalised email drafts. Copy them directly into your email client, CRM, or sales engagement platform.

WHAT IT SENDS

The agent sends exactly the text you paste into the input box—nothing more, nothing less. It does not access your browser history, files, emails, or any other data. It does not send any identifying metadata beyond the content you explicitly submit. The only external transmission is that text to the AI API. Usage logs record only the count of runs for billing purposes; they do not store, log, or transmit the content of your client context or the generated referral drafts. Your data and the generated output remain solely on your device unless you choose to save or share them.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month (one run = one set of three referral request drafts from a single client context). Unused runs do not roll over. You can cancel anytime from your account settings—no questions asked, no long-term commitment.

THE PANEL

This agent runs inside BotSurf's draggable, resizable panel. Drag it anywhere on your screen. Snap it to the left or right edge for a clean workspace. Collapse it to a minimal title bar when not in use. Press Escape to close the panel instantly. It stays persistent across tabs so you can review your client relationships and generate referral requests without losing context.

PLEASE NOTE

AI-generated referral requests are probabilistic, not factual guarantees. The agent may misinterpret your client relationships, suggest inappropriate referral asks, or generate tone that doesn't match your brand. Always review, personalise further, and verify all client relationship details, project outcomes, and referral appropriateness before sending. This tool is not a substitute for professional sales strategy, relationship management, or legal compliance review. In regulated sectors (finance, healthcare, legal, etc.), treat this as a brainstorming aid only—not as verified communication or authorised advice. The final responsibility for accuracy, appropriateness, and compliance lies with you.