Vendor Intake in TITAN AI
Organizations can complete the entire vendor intake process directly within TITAN AI, starting with building the intake form right in the platform.
Step 1: Build the Intake Form
The form contains all the questions an organization wants to ask. You can:
- Add or remove questions at any time
- Map each question to a field stored in the vendor’s profile
- Mark questions as required or optional
- Decide whether a question affects the risk score
Step 2: Configure Risk Rules
Risk rules determine how critical a vendor ends up being. These rules are fully customizable — you can add different conditions to influence the risk level, and test those conditions to see what outcome results when a specific field is entered.
Step 3: Share the Form
Once the form is built, share the link with internal stakeholders — colleagues, other team members, or anyone requesting a new vendor for the organization. The form is accessed through the shared URL.
Step 4: Submit Vendor Information
From the form, a user can enter all the information for the new vendor. They can:
- Add notes and have the AI prefill the form
- Manually fill out the requested fields
In this example, the vendor has not yet been assessed. After entering an internal business owner and some sample details, the user submits the form.
Step 5: Review and Act on the Intake
Once submitted, the vendor appears as a new item in the vendor intake list. From there, you can open the form to see all the details provided about the vendor, then choose to complete the intake or reject it.