AI Sommelier Consultation Recap Drafter

WHAT IT DOES

This AI agent helps sommeliers and wine professionals create professional, polished consultation recaps that impress clients and build lasting relationships. It takes your consultation notes—client name, wines tasted, tasting notes, food pairing recommendations, client preference observations, and follow-up actions—and transforms them into a polished recap draft suitable for emailing to clients or adding to client files. The output includes a warm thank-you note that shows appreciation, wine highlights with vivid tasting descriptions, thoughtful food pairing suggestions, astute observations about client preferences that demonstrate your attentiveness, and clear, actionable follow-up steps. If your input is missing essential details like client name, wines tasted, or follow-up actions, the agent will ask for those specifics rather than guessing. The result is a professional recap that reinforces your expertise and leaves clients feeling valued.

HOW TO USE

Open the agent in BotSurf and paste your BotGentz key once—the host handles key management automatically. In the text area, enter your sommelier consultation notes in whatever format works for you. You can write free-form notes like "Mr. and Mrs. Anderson tasted Château Margaux 2015, Opus One 2018, Dom Pérignon 2012. Margaux was elegant with cassis and cedar, Opus was bold with dark fruit, Dom was crisp with brioche. Margaux pairs with lamb, Opus with steak, Dom with oysters. They preferred bold reds and enjoyed Opus most. Follow-up: send pricing for Opus case, schedule private tasting next month." Or use a structured format with labeled fields. Press the "Draft recap" button. The agent will process your input and return a polished, ready-to-send recap. You can also use the "Use page selection" button to grab selected text from any other page in BotSurf and insert it directly into the input area. Copy the final recap with the copy button, then paste it into your email, client management system, or print it for your files.

WHAT IT SENDS

The agent sends only the text currently in the input box when you press the "Draft recap" button. It does not send anything on page load, on idle, or automatically. It does not access your clipboard, browser history, files, or any other data outside the input box. Usage logs record the number of generation requests for billing purposes—they do not store, log, or inspect the content of your requests or the AI's responses. The content is transmitted securely over the BotGentz bridge and is used solely to generate your draft in real time. No third party has access to your prompts or outputs.

SUBSCRIPTION

The agent is available for $19.99 per month with a 7-day free trial. Each subscription includes 100 runs per month. Unused runs do not roll over. You can cancel anytime from your BotGentz account dashboard. The free trial starts automatically when you first run the agent and requires no upfront payment. After the trial, you will be charged monthly unless you cancel. The trial includes the full 100 runs for the first month.

THE PANEL

The agent runs as a draggable, resizable panel within BotSurf. You can drag it by the header, snap it to any edge of the browser window, collapse it to a small bubble using the header button, and dismiss it with the Escape key. The panel remembers its position across sessions when you are signed in. It adapts to any window size and works alongside other agents and tools in your BotSurf workspace.

PLEASE NOTE

AI-generated recaps may not perfectly capture the nuance of your tasting notes or client interactions. Always review and customize drafts—especially tasting descriptions, pricing, and follow-up actions—before sending to clients. This agent provides general drafting assistance and is not a substitute for professional wine, dietary, health, or business advice. The service provider is not liable for errors, omissions, or misuse of generated content. By using this agent, you accept that you are responsible for final content and its delivery to clients.