Intro
Your organization's single source of truth. Manage your firm profile and files in one place to give the AI a complete picture of your facts, preferences, and reference material.
Organization Profile
Define how the AI understands and represents your organization on this page. Key fields are defined below.
Field | Instructions / Definition |
Organization Name | Enter the official legal or trading name of your organization as it should appear in proposals and client-facing documents. |
Website | Provide your organization’s main website URL (e.g., |
Logo | Upload your organization’s logo, this will appear in generated documents and help the AI recognize your brand. |
Company Profile | Write or refine a narrative describing your firm’s services, core capabilities, and value proposition; this is used to match relevant RFPs and guide proposal content. |
Regions of Operation | Select or list all provinces, territories, or regions where your organization actively operates or bids, so opportunity matching reflects your geographic footprint. |
Writing Style Guide | Define your preferred voice, tone, and formatting rules (e.g., concise, active voice, client-focused) that the AI should follow in all proposal content. |
Document Template | Upload a |
Question Banks | Create and manage sets of standardized questions that the AI will answer using uploaded RFPs and project files, to quickly extract consistent insights. |
Files
This is your proposal library which includes content that the AI can reference when generating proposal content. It is treated as the source of truth about your firm. They are added overtime and only take a few minutes to process with each change.
Best practices
For optimal results, your proposal library should contain at minimum:
Corporate profile of brochure
A few sample proposals for each typology or proposal type
Updated resumes of key team members referenced in proposals
Project sheets summarizing key projects completed by the firm
You can also include any other documents you think would be valuable for the AI to know about your firm, including facts and boilerplate write-ups.
File tagging
Each file you upload can be optionally tagged for better organization. AI can see these tags but it is more for you to better manage your library content and quickly filter for the right content.
