AI Self-Service Analytics Onboarding Guide Drafter

WHAT IT DOES

This AI agent helps organisations create clear, practical onboarding guides for new users of self-service analytics platforms. You provide a description of your data sources, analytics tools, user roles, and governance requirements—for example, which data platforms you use, who needs access, and what security or compliance policies apply—and the agent returns a plain-English draft onboarding guide covering the five most critical steps or considerations, ranked from highest to lowest compliance, security, and operational risk. Each item includes the key action, the relevant governance principle (such as data classification, access control, or privacy compliance), and a practical instruction for new users. The output is capped at approximately 1,024 tokens, giving you a focused, actionable starting point for your onboarding documentation.

HOW TO USE

Open the agent in BotSurf. If you haven't already, paste your API key once—the host handles key management, so you only need to do this the first time. In the input panel, describe your analytics environment, data sources, user roles, and governance requirements in as much detail as you like (the agent automatically truncates to 6,000 characters). Click "Draft onboarding guide" or press Ctrl+Enter. Within seconds, you'll receive a ready-to-use draft you can refine, expand, or incorporate into your standard operating procedures and training materials. You can also click "Use page selection" to pull in text from any page you're viewing in BotSurf—ideal for extracting system descriptions, governance policies, or role definitions from internal documentation.

WHAT IT SENDS

When you press the button, the agent sends only the exact text you typed (or selected) to the AI engine via the BGAI bridge. No browsing history, no cookies, no other page content, and no hidden metadata are transmitted. Usage logs record only the count of runs for billing purposes; they do not store or transmit the content of your inputs or the agent's responses. Everything stays within your BotSurf session and is not retained by the service after your output is delivered.

SUBSCRIPTION

This agent costs $19.99 per month, with a 7‑day free trial so you can evaluate it risk‑free. Your subscription includes 100 runs per month—enough for regular onboarding updates, new user cohort guides, or annual governance reviews. You can cancel anytime from your BotSurf account settings. Unused runs do not roll over, but you'll never be charged for exceeding the limit; you'll simply be notified and can upgrade or wait for the next billing cycle.

THE PANEL

The agent runs in a panel that you can drag, snap to either side of your workspace, collapse to a title bar, or close with the Escape key—just like every BotSurf agent. The input card and output card are numbered and sequenced, making it easy to track your workflow. The interface is lightweight, accessible, and works entirely within the sandboxed frame.

PLEASE NOTE

AI can produce inaccurate or incomplete results. Always review and verify critical governance and compliance materials with a qualified legal or compliance professional. This agent provides general information only and does not constitute legal advice, nor does it create an attorney‑client relationship. It is not a substitute for professional legal consultation, especially for regulated sectors such as healthcare, finance, or data-intensive industries.