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.