Introduction
Purpose: Re-recording to address technical issues from the original live session.
Focus: Company profile optimization and introduction of the 15-minute RFI response assistant.
15-Minute RFI Response Assistant
Status: In beta, not globally deployed. Early access available upon request.
Functionality: Assists in creating a quick RFI response using your company profile.
Access: Contact your Customer Success Manager (CSM) for setup.
Company Profile Optimization
Access:
-Located via the AI's new sources button.
- Toggle options include file attachment, USA spending, and web search.
Setup:
Minimum requirement: Company name.
Additional fields and custom fields can be added.
Use the "Add Knowledge" button after entering the company name to input sections like past performances, NACE codes, etc.
Separate different sections with a semi-colon for node creation.
Purpose:
Provide AI with company information while protecting data.
Avoid overloading AI with irrelevant information.
Include only notable information for potential partners or marketing events.
Project Description Template
Purpose: Condense proposal documents into key points.
Content: Should include distinguishing features, reference points, and partner details.
Outcome: Reduce a hundred-page proposal to 4-15 pages.
RFI Assistant Tool Workflow
Initial Steps:
Provide the full RFI document.
AI creates an outline based on submission requirements.
Review and approve each section.
Response Creation:
AI fills sections using the company profile.
Review and refine sections as needed.
Assemble the response into a singular document.
Note: Tool is in early beta; contact CSM for access.
Demonstration and Practical Use
System Navigation:
Company profile located on the left-hand side.
Built profiles resemble capability statements.
Profile Editing:
Use prompts to extract and trim past performance data.
Paste trimmed data into the company profile.
Separate nodes with semi-colons.
RFI Response:
Use the assistant tool to create a detailed response.
Compare responses using different methods (direct injection, semantic search, company profile).
Highlight the importance of a well-structured outline for effective semantic search.
Additional Tips
AI Draft and Notepad:
Utilize AI Draft for highlighting and drafting responses.
Use the notepad for organizing outlines and drafts.
Semantic Search:
Effective for finding specific information within documents.
Works best with well-structured outlines.
Upcoming Sessions
Next Week: Optimizing old data for AI.
Following Week: Halloween-themed session with AI tricks and treats.
APMP Conference: Panel discussion on AI on October 17th.
Closing Remarks
Support: Unlimited training and support available via Intercom and email.
Webinars: Weekly sessions on compliance and evaluations.
Feedback: Open to questions and topic ideas for future sessions.
Contact Information
Intercom: Access help guides, previous webinars, and CSM contact details.
Email: Direct links available for additional support and onboarding.
Feel free to reach out if you have any questions or need further assistance!