What this agent can do for your business
- Extracts the file's dataIncluded
- Detects expirations and gapsIncluded
- Answers from your policy citing the sourceWith your setup
- Never approves for the teamIncluded
- Chat on your WordPress site, in Spanish and EnglishIncluded
Receives the supplier registration form and insurance certificate, extracts company name, tax ID, category, contact, insurer,...
Vendor Qualification Intake Assistant
Your procurement team reviews supplier files in minutes: data extracted, expirations and gaps flagged.
Built for: Procurement and vendor management teams
From USD 399.00 / year
Annual access · updates and support during the term
What changes in your business
- Incomplete files that stall qualification
- Expired insurance nobody notices
Try Vendor Qualification Intake Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Vendor Qualification Intake Assistant. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Extracts the file's data
- Detects expirations and gaps
- Answers from your policy citing the source
- Never approves for the team
What the agent can do
- Website chat
- Answers with sources
- Read invoices and documents
- Find documents
- Human handoff
- Answers from your knowledge base
- Check required documents
- Extract data from documents
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Documents as text PDF, DOCX, TXT, MD or CSV (no OCR: scans and photos are not read)
Before you buy
Does it approve suppliers?
No. It extracts and checks; your procurement team approves.
Which formats does it read?
Text PDF, DOCX, TXT, MD and CSV. No scans, photos or encrypted PDFs.
What do I need to configure?
The required documents and data (already configured in the product), your procurement policy as the knowledge base and your AI key. Your ERP or supplier portal is optional.
Does it keep the documents?
Files are processed and deleted per the configured retention (60 minutes by default).
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Vendor Qualification Intake Assistant
Install the plugin, load your procurement policy and requirements, connect your AI key and test by uploading a supplier form.
Full product description
Receives the supplier registration form and insurance certificate, extracts company name, tax ID, category, contact, insurer, policy, validity and coverage, and tells you what is missing, invalid or expired. It answers requirements from your procurement policy. It never approves suppliers. Reads text PDF, DOCX, TXT, MD and CSV; no scans.