Agentplace

AI agent for procurement advisory firms

Your AI vendor due diligence agent. Supplier evidence before the commitment.

Create an AI vendor due diligence agent with its own page and URL. Help your clients receive a vendor evidence review with source-linked answers, missing documents, and a decision checklist through conversation.

Due diligence scope, clarified through conversation.

BBridge Procurement AdvisoryFFern Commerce's session

Vendor due diligence agent preview

Fern's support vendor evidence review

Fern Commerce, the proposed support vendor will access customer records. The review now distinguishes the vendor’s stated access controls from the missing retention and subprocessor evidence.

Scope recorded2 documents linked2 answers needed
Current resultTwo evidence requests open

The supplied policies are vendor statements, not independent verification.

Example Support vendor review

01Scope recorded

Required access

The service scope lists customer names, email addresses, and support history. Payment-card data is outside the proposed scope. Source statement of work, page 2.

022 documents linked

Evidence supplied

Security policy v3, page 4, states that access is limited by staff role. The agreement, page 2, identifies support delivery as the purpose of processing. Neither document verifies actual implementation.

032 answers needed

Missing evidence

The supplied pack does not state a post-termination deletion period or provide a current subprocessor list. Requests DD-11 and DD-12 remain open with the vendor.

Attach the subprocessor listAdd the vendor’s retention answer
Ask about your result or add a detail
01

Your client starts a conversation.Fern confirms that the vendor needs customer-record access.

02

The page becomes their result.The review adds two specific data-handling evidence requests and links the existing statements to their source pages.

Illustrative preview
Vlad Yanch

Template by Vlad Yanch

  • 10 minFirst demo
  • 2-3 hoursWorking agent
  • 1 clickPublish

Overview

An AI vendor due diligence agent gives your clients a vendor evidence review with source-linked answers, missing documents, and a decision checklist. Agentplace gives this agent its own page and URL. Clients open the link and use text or voice to work through the supplier, intended purchase, data access involved, required policies, and procurement criteria.

Your agent uses your supplier review method, evidence requirements, risk definitions, and approved research sources. It asks the follow-up question that changes this result. Will this supplier process customer data or only provide an offline service? The page keeps the relevant evidence, choices, and result together as the client responds.

Fern Commerce is assessing a support vendor that will access customer records. The review adds data handling evidence to the checklist instead of treating a marketing security page as a complete answer.

Offer this as a defined digital service from your business. Clients can pay for the AI-assisted service itself, or use it within an existing engagement. You can also connect a follow-up appointment with the completed result attached.

Start free with your business idea. Our AI builder can help you explore it, answer questions, and create your agent. No technical specification needed. Sign in to continue.

What you get

AI Vendor due diligence agent for procurement advisory firms

An AI vendor due diligence agent gives your clients a vendor evidence review with source-linked answers, missing documents, and a decision checklist. Agentplace gives this agent its own page and URL. Clients open the link and use text or voice to work through the supplier, intended purchase, data access involved, required policies, and procurement criteria.

Offer this as a defined digital service from your business. Clients can pay for the AI-assisted service itself, or use it within an existing engagement. You can also connect a follow-up appointment with the completed result attached.

Ask the question that matters

Use the answers to determine which information belongs in this client's result.

Deliver the report

Keep service scope, evidence supplied, open request visible alongside the explanation.

Continue the client service

Clients can pay for the AI-assisted service itself, or use it within an existing engagement. You can also connect a follow-up appointment with the completed result attached.

  • Vendor due diligence agent
  • Service scope
  • Evidence supplied
  • Open request
  • Text and voice interaction
  • Your own client URL

A public statement is not independent verification of the vendor's practices. Distinguish evidence, vendor assertions, and unanswered questions without inventing a compliance certificate.

Why it's the best fit

Why conversation matters for this service

Will this supplier process customer data or only provide an offline service? That answer changes due diligence scope and the result your client receives.

Your agent uses your supplier review method, evidence requirements, risk definitions, and approved research sources. It asks the follow-up question that changes this result. Will this supplier process customer data or only provide an offline service? The page keeps the relevant evidence, choices, and result together as the client responds.

Your AI vendor due diligence agent

One specialist. The whole client experience.

The extra workWith traditional tools

Websites, fixed-flow apps, and chat widgets.

01The client experience
Understand the real request

Ask about the supplier, intended purchase, data access involved, required policies, and procurement criteria. Use the answers to determine which information belongs in this client's result.

With traditional toolsA service description

A service page can describe vendor due diligence agent. The client still needs to resolve this question before receiving a useful result. Will this supplier process customer data or only provide an offline service?

Keep revisions consistent

Fern Commerce is assessing a support vendor that will access customer records. The review adds data handling evidence to the checklist instead of treating a marketing security page as a complete answer. The working result changes from general supplier check to customer-data vendor review.

With traditional toolsA fixed form

A fixed form records the initial answer. Changing due diligence scope requires the affected sections and supporting records to be updated together.

Show the work and its sources

Present a vendor evidence review with source-linked answers, missing documents, and a decision checklist. Keep service scope, evidence supplied, open request visible alongside the explanation.

With traditional toolsA separate chat widget

A standalone chat can explain a topic. Delivering a vendor evidence review with source-linked answers, missing documents, and a decision checklist also needs the source records, relevant tools, and a visible result the client can inspect.

02Everything that comes with your agent
Your service method

Use your supplier review method, evidence requirements, risk definitions, and approved research sources.

With traditional toolsSeparate reference documents

The client or service team has to find the applicable rule and carry it into the result.

A useful follow-up

Will this supplier process customer data or only provide an offline service? Preserve the client's answer with the result.

With traditional toolsAnother message exchange

The answer about due diligence scope may sit in a separate email or call note.

Connected delivery

Pass the completed report and its source context through your configured delivery process.

With traditional toolsManual transfer

Someone must assemble the result and its supporting detail before sharing it.

Some traditional tools offer individual capabilities. Agentplace brings them into one AI service. Connect the payments, calendar, phone, CRM, and follow-up channels you want to use.

How it works

Create your AI vendor due diligence agent

Start with one defined client service and test the choices that change its result. Test how the client changes general supplier check to customer-data vendor review. The result should preserve the supporting context when it updates.

  1. 01

    Add your service knowledge

    Provide your supplier review method, evidence requirements, risk definitions, and approved research sources. Include a representative client input and a completed report so the expected result is clear.

  2. 02

    Test the meaningful change

    Test the change from general supplier check to customer-data vendor review. Check that the affected due diligence scope and its explanation update consistently. A public statement is not independent verification of the vendor's practices. Distinguish evidence, vendor assertions, and unanswered questions without inventing a compliance certificate.

  3. 03

    Publish your client agent

    Publish the agent at its own URL and share it with clients who need a vendor evidence review with source-linked answers, missing documents, and a decision checklist. Configure Approved research sources and the delivery or follow-up connections that belong to your service.

Made for your kind of business

Built for procurement advisory firms

Procurement advisory firms

Offer a vendor evidence review with source-linked answers, missing documents, and a decision checklist without rebuilding the same explanation for each client.

Client service leads

Resolve due diligence scope with the client and carry the source details into the existing service process.

Start with your specialtyProcurement advisory firmsClient service teams

Your service, your starting point

Your method and source material

The service starts with your supplier review method, evidence requirements, risk definitions, and approved research sources. Choose the relevant apps below and connect the accounts your agent should use.

Create my research agent

Exa

Find source material for the client's question. Connect the relevant account and choose which records and actions the agent can use.

Google Drive

Read papers and documents the client shares. Connect the relevant account and choose which records and actions the agent can use.

Notion

Apply your research framework. Connect the relevant account and choose which records and actions the agent can use.

Google Sheets

Organize evidence and source comparisons. Connect the relevant account and choose which records and actions the agent can use.

Calendly

Book a research review with your team. Connect the relevant account and choose which records and actions the agent can use.

Gmail

Deliver the source-linked research summary. Connect the relevant account and choose which records and actions the agent can use.

Integrations

Tools your AI vendor due diligence agent can connect

Connect the tools you use to deliver this service. Your agent can use their records and actions while helping clients on its own page. Choose the relevant connections below and decide what it can read, create, or send.

  • ExaFind source material for the client's question
  • Google DriveRead papers and documents the client shares
  • NotionApply your research framework
  • Google SheetsOrganize evidence and source comparisons
  • CalendlyBook a research review with your team
  • GmailDeliver the source-linked research summary
Agentplace
Your AI
vendor due diligence agent

Your expertise.
Their personal result.
One connected service.

Start with your materials. Add the connections your client service needs.

Go further with 1,000+ integrations.

Agentplace connects to business tools through Composio's catalog of over 1,000 integrations. These six examples are a starting point. Choose the apps and actions your agent needs while clients keep working on its page.

Available connections depend on the app's API and your account permissions.

Browse the integration catalog

Connected agents

Connect to your ChatGPT or Claude agents

The client works with your Agentplace vendor due diligence agent. If you already use other agents or automations, connect only the supporting tasks that belong to this service.

A configured supporting workflow can retrieve supplier source material, then check evidence against procurement criteria. It returns its output to the client-facing agent for the same service.

Your clients Fern Commerce

A decision packet with visible gaps

The supplied policies are vendor statements, not independent verification.
Agentplace
Your AI
vendor due diligence agent

Your expertise.
Their personal result.
One connected service.

Your back-office agents
ChatGPT
Claude
  • Retrieve supplier source material
  • Check evidence against procurement criteria
  • Return the due diligence checklist
Your client keeps working with the same AI vendor due diligence agent. Connected tools and agents return supporting results to that service.

A few things to know

AI Vendor due diligence agent FAQ

What is an AI agent for vendor due diligence?

An AI vendor due diligence agent gives your clients a vendor evidence review with source-linked answers, missing documents, and a decision checklist. Agentplace gives this agent its own page and URL. Clients open the link and use text or voice to work through the supplier, intended purchase, data access involved, required policies, and procurement criteria.

What does the client receive?

A vendor evidence review with source-linked answers, missing documents, and a decision checklist. Fern confirms that the vendor needs customer-record access. The review adds two specific data-handling evidence requests and links the existing statements to their source pages. The preview is a fictional example.

What should I provide before launch?

Provide your supplier review method, evidence requirements, risk definitions, and approved research sources. Define the expected inputs, the result format, and the questions that require more information. Test the service with general supplier check and customer-data vendor review so the changed requirement is reflected throughout the result.

How does this differ from a form or chat widget?

Your agent uses your supplier review method, evidence requirements, risk definitions, and approved research sources. It asks the follow-up question that changes this result. Will this supplier process customer data or only provide an offline service? The page keeps the relevant evidence, choices, and result together as the client responds. The AI agent controls the whole result page, so the current report, supporting detail, and next question remain visible together.

Which tools can my AI agent connect?

Exa can find source material for the client's question. Google Drive can read papers and documents the client shares. Notion can apply your research framework. These are examples from Composio's catalog of over 1,000 integrations. Choose the relevant apps and account permissions for your service. Clients keep working with your AI agent on its own page.

What should this service not claim?

A public statement is not independent verification of the vendor's practices. Distinguish evidence, vendor assertions, and unanswered questions without inventing a compliance certificate.

Can this support my existing business model?

Offer this as a defined digital service from your business. Clients can pay for the AI-assisted service itself, or use it within an existing engagement. You can also connect a follow-up appointment with the completed result attached.

Is the preview live?

No. The preview illustrates Fern Commerce's fictional experience. Your working agent needs your materials and the connections you choose. The displayed launch times are planning estimates for a demo and a configured service, not a delivery guarantee.

What platform does the AI Vendor due diligence agent run on?

It runs on Agentplace. Agentplace is an AI agent platform where the agent gets its own page, talks to your visitors there, and carries the request through to the end instead of handing it to a form. You can open this template and change any step before you publish it.

AI vendor due diligence agent

Create your AI vendor due diligence agent.
Supplier evidence before the commitment.

Help clients receive a vendor evidence review with source-linked answers, missing documents, and a decision checklist using your method and chosen tools.

Create my research agent