AI Assistant
How to use the AI Assistant inside a question, tips for effective prompting, and what to do when things go wrong.
The AI Assistant is a conversational AI that lives inside the question page. Unlike Bulk answer generation (which runs automatically across many questions), the Assistant is interactive — you guide it with instructions and it responds in real time.
Finding the AI Assistant
- Open a question from the project page.
- Click the Assistant bar that appears below the question text to open the Assistant panel.
- On desktop the Assistant opens as a panel sliding in from the right. On mobile it opens as a bottom sheet.
- The Assistant works in the context of the current question — it can see the question text and access your Content Vault.
What the AI Assistant can do
- Search your Content Vault knowledge base and case studies for relevant content.
- Search your team members' expertise and experience.
- Search the web for additional information where needed.
- Read your whole tender document to ensure an answer fits and complements the rest.
- Draft, refine, and improve your answer.
- Check tone, clarity, and compliance.
Prompting tips
- Be specific: 'Rewrite the third paragraph to focus more on our ISO 9001 certification' is far more useful than 'Make this better'.
- Provide context when needed: paste the current draft into the chat before asking the assistant to improve it.
- Ask for a specific format: 'Rewrite this as three concise bullet points' or 'Write this as a 200-word paragraph with a headline'.
- Chain requests: ask for a draft, review it, then ask for further improvements in follow-up messages.
- Ask the assistant to draw on a specific named case study or project to pull in more relevant detail from your vault.
Accepting or rejecting AI changes
- When the Assistant updates your answer, the changes are highlighted directly in the editor so you can see exactly what changed.
- Accept the changes to keep the updated version, or reject them to revert to your previous answer.
- Every AI update is saved as a version in the version history, so no content is ever permanently lost.
Handling long conversations
- Very long conversations can occasionally produce slower responses.
- If the assistant seems confused or loses context, start a fresh conversation and re-paste the relevant draft text.
- If a response is interrupted mid-way, the assistant should recover automatically — if not, refresh the page. Your editor content and version history are saved separately and will not be affected.
