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Create suppliers from chat

Atlas Verified help: TD-002

Summary

Atlas can use Create suppliers from chat when a user asks a clear question about an entity, document, shipment, supplier, or trade lane. The tool result is meant to support a decision: verify a fact, narrow a risk, open a related record, or decide what evidence to collect next.

Before you begin

  • Your plan must include this feature. If an upgrade overlay appears, see Understanding paywalls (BC-011).

Steps

  1. Open the dashboard Atlas chat surface from Atlas chat to read or create organization records.

  2. Start or resume a conversation (CH-001).

  3. Send a clear request, for example:

Create a private supplier named [Name] in fast mode.

  1. Review Atlas's reply, citations, and any record cards.

  2. Open linked shipments or suppliers from the response when offered.

Expected result

Atlas returns an answer with tool citations relevant to Create suppliers from chat, and you can act on linked records.

Tips

  • Ask follow-up questions in the same thread to narrow results.

  • Keep the related shipment, supplier, document, or organization open while you work.

Common issues

  • Upgrade overlay — See BC-011 and your billing tab (BC-003).

  • Wrong organization — Switch in the header (AT-008).

  • Persistent errors — See Troubleshooting (TS-012) or category TS articles.

Related articles

  • TD-001

  • TD-003

  • TD-004

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