Content Vault — overview

The Content Vault is your reusable library. Everything you want the AI to reference when drafting answers or answering questions should live here. Think of it as the institutional memory the AI draws on every time it works on your behalf.

Content is organised by type using tabs on the Content Vault page. Different types have different upload paths and may have structured fields — for example, case studies and key personnel have dedicated editor screens.

Document types

• RFP documents — past tender packs, previously submitted responses. These are the richest source of reusable answer content.
• Standard documents — company overviews, capability statements, policies, accreditation certificates, methodology documents. Upload any document you routinely reference or quote in bids.
• Case studies — structured records describing a specific project or engagement: client, value, duration, scope, and outcomes. Uploading a case study document triggers AI-assisted extraction into structured fields.
• Key personnel — structured profiles for individuals: name, role, qualifications, experience, and notable projects. Upload a CV or bio to have the AI extract and populate the fields.
• Other types — depending on your plan and configuration, additional tabs may be available for specific content categories.

How the AI uses your vault

• When generating a draft answer, the AI searches the vault for the most relevant chunks of content and uses them to construct a response. It works like a very informed research assistant: it reads your material and synthesises an answer rather than copying text verbatim.
• Case studies and key personnel records, because they are structured, tend to surface reliably when the tender asks about experience, track record, or team credentials.
• Recent proposals marked as 'won' are weighted more heavily than older or unsuccessful ones — this is why adding submission dates and outcomes to your documents matters. See Submission date & outcome for how to do this.
• Documents in 'processing' state are not yet available for generation. Wait for the status badge to show as ready before starting a generation run.

Tips for a strong Content Vault

• Upload your five to ten most relevant past proposals — variety across sectors and project types improves coverage.
• Include a clear, up-to-date company overview document. The AI uses this when answering 'about us' style questions.
• Create or import case study records for every significant project you are likely to reference. The more detail in the structured fields, the better the AI can match them to relevant questions.
• Keep key personnel profiles current, especially for your most frequently named staff.
• After adding major new content, consider re-running bulk generation on active tender responses to benefit from the richer vault.