AI Supplier Onboarding Portal Instructions Drafter

WHAT IT DOES

This AI agent helps you create clear, structured instructions for supplier onboarding portals. Given a portal name, supplier requirements, registration steps, required documents, and support contact, it identifies the five most important instruction priorities for guiding suppliers through the onboarding process. For each priority, it provides a one-sentence rationale explaining why that aspect matters and a draft subject line for the corresponding communication. Perfect for procurement teams, supplier relationship managers, vendor onboarding specialists, and business leaders managing supplier registration, vendor portals, and procurement systems.

HOW TO USE

Open the agent in BotSurf's panel interface. Enter your portal name—this could be Supplier Gateway, Vendor Portal 2026, or Partner Onboarding System. List the supplier requirements, one per line, such as valid business license, tax registration certificate, bank account details, or insurance coverage. List the registration steps in sequence, one per line, such as create account with email, complete company profile, upload required documents, or submit for approval. List the required documents, one per line, such as W-9 form, certificate of insurance, bank verification letter, or company charter. Then provide a support contact for suppliers to reach out with questions. Press the "Draft instructions" button. Within seconds, the agent returns a structured supplier onboarding instructions guide highlighting the five most critical instruction priorities, each with a clear rationale and a ready-to-use subject line for emails, portal communications, or supplier updates. You can also click "Use page selection" to pull requirements from the current page if they are already documented.

WHAT IT SENDS

When you press "Draft instructions", the agent sends exactly the portal name, supplier requirements, registration steps, required documents, and support contact you entered. No other data—no browser history, no cookies, no page content beyond what you explicitly provide—is transmitted. Usage logs record only the fact that a run occurred for billing purposes, never the content of your supplier onboarding or procurement details. All processing occurs through BotSurf's secure bridge; your onboarding information is not stored or used for training.

SUBSCRIPTION

$19.99/month with a 7-day free trial. Each subscription includes 100 runs per month—sufficient for multiple onboarding instruction sessions across your organization. Unused runs do not roll over. Cancel anytime from your account settings; no long-term commitment. The free trial gives you full access to the agent's capabilities for seven days, with a limit of 100 runs during that period.

THE PANEL

The agent runs in a draggable, resizable panel that snaps to the edges of your browser window. Collapse it to a small bubble when you need screen space. Press Escape to close the panel. Position and state persist across sessions when you are logged in.

PLEASE NOTE

AI can be wrong. This tool provides general information and instruction suggestions, not professional procurement or legal advice. Always review and validate onboarding instructions with your procurement team, legal counsel, and relevant stakeholders. The agent is designed to accelerate your workflow, not to replace human judgment in supplier onboarding.