RFP Assistant
Lean how to use the RFP assistant.
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Lean how to use the RFP assistant.
Last updated
Was this helpful?
Through an interactive chat, the assistant gathers all the necessary information required for the RFP creation process. If any essential details are missing, the AI prompts the user to provide them. Users who prefer to enter the RFP details manually can bypass the AI-assisted process by selecting the Skip button, which redirects them to the standard RFP workflow.
Once all required information is provided, the system displays a green button, allowing the user to verify the RFP. Upon verification, the user is directed to the RFP creation process with all collected information pre-filled in the corresponding fields.
The AI assistant allows users to request the generation of an image for the Request for Proposal (RFP) cover. This feature utilizes all relevant information provided by the user during the chat to create a customized visual representation. Users can initiate this request at any point, and the AI will generate an image based on the provided details.
The Vision Capability is a configurable feature that, when enabled through the SBO, allows customers to upload files, such as PDFs and images in the chat. The AI then processes these files to support the creation of Requests for Proposal (RFPs).
To learn how to configure RFP Assistant access the section:
