Vera AI

User manual

The complete how-to guide for the platform. Every screen you can reach is documented here: what it is, what each part means, and how to use it step by step. Search from the bar above, start from a task below, or read a chapter end to end. Prefer paper? Download the whole manual as a PDF.

Start from what you are doing

Forty end-to-end recipes, each walking every screen a job touches, with the forks where real runs diverge and what done looks like.

• Benchmark a proposal end to end
• Get an instant price read, no upload
• Track agreements and never miss a notice window
• Plan and run a renewal negotiation
• Prove and share your savings
• Prepare for a vendor meeting
• Set up your workspace (owners)
• Respond to a vendor audit letter
• Dispute an invoice that does not match your contract
• Hand your renewal calendar to Vera
• Run diligence for an acquisition
• Team up with other buyers on a renewal
• Choose between competing quotes
• Set your clause standard and sweep the estate
• Connect your data and close the gaps
• Take a purchase request from intake to award
• Build the board pack
• Watch a vendor's market moves
• Right-size licenses before a renewal or true-up
• Onboard a new team member
• Report savings at quarter end
• Prepare a renewal 12 months out
• Prepare a renewal 90 days out
• Rescue a renewal 2 weeks out
• Consolidate duplicate tools
• Respond to a mid-term price increase
• Run a proof of concept bake-off
• Take over a colleague's vendor portfolio
• Prepare the CFO one-pager
• Open a workspace for a subsidiary
• Answer a security questionnaire
• Get a second opinion before you sign
• Turn a delivered report into the vendor conversation
• Run your Monday renewal desk
• Bring the platform into email and chat
• Rehearse a negotiation before the real one
• Plan the year's vendor strategy
• Sunset a vendor cleanly
• Ask Vera well
• Get unstuck

Reading paths by role

New to the platform? Your first 30 days walks the whole ramp day by day, and The manual by role gives each seat its reading order.

The chapters