Subcontractor Pre-Qualification Chatbot
Standardise subcontractor vetting. Vatoo collects trade, capacity, insurance and compliance details, then routes pre-qualified subs to procurement.
Step 01 · Trigger
"register as a subcontractor"
Step 02 · Form
trade, capacity, certifications, insurance
Step 03 · Condition
completeness and compliance branch
Step 04 · Form
contact and document references
Step 05 · Webhook
send the pre-qualified sub to procurement
From the problem
to the fix
General contractors collect subcontractor qualification data through inconsistent forms and emails, slowing procurement and creating compliance gaps.
A procurement persona explains requirements from a knowledge base, the Flow Engine captures trade, capacity, insurance and compliance details via Smart Forms, branches on completeness, and routes pre-qualified subs to procurement via webhook.
5 steps,
with clear handoffs
01 · Trigger
"register as a subcontractor"
02 · Form
trade, capacity, certifications, insurance
03 · Condition
completeness and compliance branch
04 · Form
contact and document references
05 · Webhook
send the pre-qualified sub to procurement
What changes
in your workflow
Vetting consistency
Standardised
With configured workflowsCompliance gaps
Reduced
With configured workflowsProcurement speed
Faster
With configured workflowsData quality
Structured
With configured workflowsBuilt on Vatoo's engines
Use the AI Agents for answers from approved sources, Smart Forms for required details, and the Flow Engine for branches and handoffs. Connected actions depend on the APIs, permissions, and plan you configure. Test incomplete requests and failed actions before launch.
This works in two directions. As a public-facing agent it engages prospects and customers directly on your website or app; as an internal tool it answers staff questions and runs intake against internal systems. The same engines power both, and which direction you deploy depends only on which knowledge sources and systems you connect.
Workflow overviewRead more
Subcontractor Pre-Qualification Chatbot is a no-code, white-label conversational agent built on Vatoo's persona, flow, and smart-form engines. General contractors collect subcontractor qualification data through inconsistent forms and emails, slowing procurement and creating compliance gaps. With Vatoo, a procurement persona explains requirements from a knowledge base, the Flow Engine captures trade, capacity, insurance and compliance details via Smart Forms, branches on completeness, and routes pre-qualified subs to procurement via webhook.
Related use cases
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Watch a subcontractor pre-qualification chatbot run on your own content in a 30-minute demo.