Vendor Matching Configuration

Introduction

This configuration facilitates the automatic notification of vendors upon the creation of a new Request for Proposal (RFP). The process is powered by AI, which assesses vendor information, review ratings, and profile descriptions to determine eligibility for notification. Notifications are sent to the vendors that best match the RFP requirements. Administrators can modify this configuration by adjusting the specified parameters.

An API key must be provided in the OpenAI API Key field to enable this feature.

Maximum Vendors

The maximum number of vendors that can be notified.

Semantic Search

Controls how closely vendors need to align with given requirements. The lower threshold matches only vendors that strongly align with the requirements. A higher threshold matches vendors with a broader range of alignment.

Geo Search

• Radius - Only searches for vendors in the radius selected by the administrator

• Precision Radius - Groups nearby vendors within "X" kilometers together, so other factors like popularity can decide the order within each group.

• Prompt - The instructions provided assist the AI in selecting vendors and determining whether Geo Search should be applied during the matching process.

Prompt Exemple

Analyze the provided request for proposal (RFP) and determine if location is a crucial factor for the project. Consider the following guidelines to determine the relevance of the location:

- If there is no mention of location relevance or requirements, conclude that location is **important** and answer `True`.
- If there is any mention of location requirements, constraints, or context that implies its significance for the project, break down the user input and answer `true` or `false` accordingly .

Steps

1. Review Location Context:

   • Search for any mention of project-specific requirements related to the geographic location (e.g., on-site activities, proximity requirements, service area limits).

2. Assess the Importance:

   • If the location affects project feasibility, execution, or is explicitly mentioned as a factor, treat it as relevant.

Notes

• If there are any indirect references to location (e.g., local regulatory requirements, on-site team, etc.), consider these to determine location relevance.

• Be concise and directly address whether the location is crucial or not.