Welcome to Your New Go-To System!
We know that diving into a new platform can feel daunting, but don't worry—Awarded.AI is designed to be intuitive and user-friendly. Let's take a quick tour to show you how you can leverage our powerful features to supercharge your government contracting efforts.
Awarded.AI Summary Guide
Welcome to the Awarded.AI Summary Guide. This guide provides an overview of the key functionalities available within the Awarded.AI platform, including AI Chat, AI Draft, AI Review, Bid Search, Pipeline, Contacts, and Datahub (integrations).
AI Chat
Overview: AI Chat is a multipurpose chatbot and assistant designed to help you with various tasks through conversational interaction.
Key Features:
Access: Found on the main screen or in the top left-hand corner.
History: View previous chat history or start a new chat.
Prompting: Type queries or tasks directly into the messenger for quick responses.
Settings: Customize persona, tone, format, and language.
Follow-Up: Use follow-up prompts to generate more detailed responses.
File Integration: Attach and work with your own documents directly in the chat.
Usage Tips:
The more specific and detailed your prompt, the better the results.
Use conversation starters to explore AI capabilities.
AI Draft
Overview: AI Draft allows you to create, edit, and manage drafts generated by AI based on your prompts.
Key Features:
Draft Creation: Send responses from AI Chat to create new drafts.
Editing: Continue to work on and develop drafts within the drafting board.
History: Access saved drafts through the AI draft icon on the toolbar.
Usage Tips:
Utilize the AI Chat to generate initial content and refine it using AI Draft.
Save frequently used prompts for consistency and efficiency.
AI Review
Overview: AI Review provides tools for reviewing and refining documents to ensure accuracy and quality.
Key Features:
Document Analysis: Upload documents for AI-driven review and feedback.
Editing Prompts: Use quick text editing prompts to make documents more informative, concise, or tailored to specific needs.
Usage Tips:
Leverage AI Review to enhance the clarity and professionalism of your documents.
Use the persona and tone settings to match the document's style to your audience.
Bid Search
Overview: Bid Search helps you find and analyze federal opportunities based on various criteria.
Key Features:
Keyword Search: Enter keywords to search recent federal opportunities.
Filters: Refine search by location, due date, posted date, agencies, NAICS codes, set-aside codes, and notice types.
Saved Searches: Save, apply, update, and manage search criteria.
Usage Tips:
Use filters to narrow down search results for more relevant opportunities.
Save frequently used search criteria for quick access.
Pipeline
Overview: Pipeline allows you to manage opportunities through various stages of the business development process.
Key Features:
Swim Lanes: Visualize opportunities in different stages.
Opportunity Management: Create, edit, and move opportunities within swim lanes.
Flags and Tags: Set statuses and tags for better organization.
Usage Tips:
Regularly update opportunity statuses to keep track of progress.
Use tags to categorize opportunities for easier management.
Contacts
Overview: Contacts Library helps you manage and organize your professional contacts.
Key Features:
Search and Filter: Find contacts based on tags or organizations.
Import/Export: Import contacts via CSV and export contact lists.
Manual Addition: Add new contacts on the fly.
Usage Tips:
Keep your contacts updated and categorized for efficient networking.
Export contact lists for offline use or integration with other tools.
Datahub (Integrations)
Overview: Datahub facilitates integrations with various external data sources and systems.
Key Features:
File Upload: Upload and attach files to chat sessions.
File Viewer: Work directly with uploaded files within the platform.
Integration Management: Access and manage integrations with external data sources.
Usage Tips:
Use Datahub to centralize data and documents for seamless workflow integration.
Regularly update and manage integrations to ensure data accuracy and availability.
By utilizing these functionalities, you can streamline your business development processes and enhance productivity within the Awarded.AI platform. For further assistance, please don't hesitate to reach out to our Customer Success Management (CSM) team.