Introduction
Welcome to the instructional guide for utilizing the advanced capabilities of Awarded.AI's GenAI Capture & Proposal tools. This guide is designed to help you understand and effectively customize the AI to meet your team's needs, voice, and style guides.
By personalizing the AI, Awarded.AI can help generate responses that are tailored to your specific requirements, ensuring more relevant and accurate outputs. However, it's crucial to manually review the AI-generated content to ensure it meets your standards and requirements.
Overview
Awarded.AI's Bidding Intelligence System leverages Generative AI, a cutting-edge form of Artificial Intelligence. This technology is designed to streamline and optimize traditionally labor-intensive tasks.
By rapidly analyzing and generating text, the system can achieve up to 80% efficiency improvements.
However, it's crucial to manually review the remaining 20% of the output to ensure accuracy, as the AI, despite its sophistication, may occasionally create incorrect information.
Key Terminology
Customizing AI: Customizing AI involves setting up the AI to generate responses that align with your team's voice, style guides, and specific requirements.
Prompting Instructions: These are instructions you provide to the AI at the beginning of a session to guide its responses.
Example: "Generate a response in a formal tone, adhering to our style guide."
Context Window: The AI retains memory for each session up to roughly 40k characters or 20 pages. For optimal results, paste no more than 15 pages into the chat at once.
Conversational: The AI retains memory within the ongoing session, allowing it to recall prior text in the conversation.
Example: After a generated response, you can say, "Summarize that into bullet points."
Semantic Searching: Activate the "Our Files" feature to upload and direct the AI to single or multiple files, or even whole folders. Pose a question, and the AI scans your specified files for answers. This enables swift information retrieval and response formulation. However, the system might struggle to focus or extract extensive data from the files. When laser focus is required, copy and paste is the best method for information injection into the chat window.
High-Level Capabilities for Proposal and Capture
Text Creation: Craft content tailored to any topic.
Text Enhancement: Adjust for sentiment, enhance quality, and refine readability.
Text Condensation: Summarize by word or paragraph count.
Text Insights: Extract qualitative data, recognize named entities, and analyze sentiment.
Competitor Insight: Delve into market trends, pinpoint weaknesses, and conduct SWOT analysis.
Agency Understanding: Grasp mission/values and identify core pain points.
Strategic Vision: Employ SWOT analysis, highlight differentiators, and plot growth.
Innovation: Brainstorm solutions, ideate differentiating factors, and suggest novel features.
Proposal Evaluation: Produce section overviews, identify potential risks, and craft pertinent questions.
Draft Review: Ensure compliance, examine readability, and suggest scoring enhancements.
Past Performance Reference: Retrieve relevant past performance data and address associated requirements.
Common Use-Cases
Customizing AI:
Using AI Chat: Create a new session and use the following prompts to customize AI.
Prompts:
"Generate responses that adhere to our style guide."
"Use a formal tone and avoid unnecessary politeness in the responses."
"Incorporate the following keywords and phrases in all responses: [list keywords and phrases]."
Setting Rules:
Using AI Chat: Create a new session and use the following prompts to set rules for the AI.
Prompts:
"For the remainder of this session, do not output any lists or tables."
"Respond in past tense for all answers."
"Expand and elaborate on each section, and ask if I would like to do the same for the next section."
Using AI for Proposal Drafting:
Using AI Draft: Create a new session, configure the information about your company, the agency, and the system or service.
Instructions:
Optionally turn on the “Our Files” switch and select your similar past proposals, past performances, reference files, or similar information to supplement the AI.
On the left-hand side, select the PDF viewer and upload or select the SOW/requirements document (note: this has to be a PDF, if it's a Word doc or spreadsheet you will need to convert to PDF first).
Select the Draft view, highlight the requirement, and select the “Respond to Requirement” option.
Once the response is created, you can manually edit the generated text or you can highlight the generated text and select a text editing option such as summarize or make more detailed.
In some cases, you can highlight the entire document (under 30k characters) or an entire section and have the AI create multiple responses at once.
Note: The information should be verified by SMEs for accuracy and is designed to get you rapidly to a first draft, not a blind submission.
Review Proposal Draft:
Using AI Review: Enter your requirement/task area and then enter your draft response. Select ‘Run AI Review.’
Instructions:
The insights generated will be custom to the requirement/response pair.
You can launch a second window and open AI Chat or AI Draft.
Feed the original requirement into the chat and then paste in the desired feedback to have the AI rewrite a new response variation.
Thank you for using Awarded.AI! For further assistance, please contact your Customer Success Manager!