How should VendorBoard run this evaluation?

Choose the starting mode for this evaluation. Copilot works alongside you on live calls; AI Agent handles vendor discovery independently. Your choice sets the rest of the setup flow.

Work alongside AI

Copilot

VendorBoard joins your live vendor calls from discovery through kickoff, building and enforcing your evaluation criteria in real time.

What this mode does

You remain on vendor calls while Copilot listens, structures evidence, and keeps the conversation tied to your criteria.
Builds criteria live when your requirements are still rough or evolving.
Flags unanswered questions, weak evidence, and seller-controlled detours as they happen.

Best for: first vendors, renewals, strategic purchases, complex requirements, and finalists requiring close buyer involvement. Hands-off vendor discovery

AI Agent

VendorBoard runs structured discovery with a vendor independently, then scores the resulting evidence against your established requirements.

What this mode does

Conducts vendor discovery without requiring a buyer to attend the call.
Uses your existing criteria to ask consistent questions across every vendor.
Returns a normalized transcript, evidence record, and score for faster comparison and triage.

Best for: long vendor lists, early-stage screening, mature requirements, and teams that want discovery completed without more meetings.

Many teams use both modes during one evaluation—AI Agent for fast screening and Copilot for vendors that require direct attention. This choice sets the starting mode for the new evaluation.

VendorBoard automates your software evaluation so every decision is backed by data, not instinct.

Email: support@vendorboard.ai

Contact: 346-885-8577

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