RFP Assistant

The RFP Assistant is designed to streamline the process of responding to Requests for Proposals (RFPs), security questionnaires, and other inquiries. You create assistants and configure their knowledge bases to answer questions. When uploading an RFP or similar file, you assign the relevant RFP assistant to identify questions and provide answers using data from the configured sources. When relevant answers are found, the assistant populates them for the appropriate questions. You can then download the completed file.

Anyone in the workspace can create an RFP assistant and share it with other members or groups, ensuring everyone has the tools they need for efficient response management.

Step 1 | Creating an RFP Assistant

To create an RFP Assistant:

• Open the Assistants page from the Unleash panel.

• Click +New Assistant.

• Click RFP Assistant.

• Give your RFP Assistant a name.

• Begin configuring the assistants’ knowledge base.

Step 2 | Configuring the Assistant Preferences

Response Length

Configure the response length that the assistant will use to deliver answers. You can set the response length to short, standard, or long, with the default being standard.

To configure the response length:

• Click on the dropdown for Response Length.

• Select:

  • Short: Typically consists of 1-2 sentences, providing quick, straightforward answers.

  • Standard: Slightly longer, usually a paragraph or a few sentences, offering more detailed explanations.

  • Long: In-depth and comprehensive, often spanning multiple paragraphs or containing detailed explanations.

Step 3 | Configuring the Assistants Knowledge Bases

The knowledge bases you can connect for the assistant are:

• Knowledge from Unleash

• Knowledge from Apps

Note: Private wikis and links that are set as a data source will be visible as answers populated in the form. Private wikis and links are identifed by this icon:

Knowledge from Unleash

This includes wikis created within Unleash that you can access and whose knowledge and data will be used to answer relevant questions. If any card contains a file, the assistant will scan and use the files to provide relevant answers.

To configure the assistant’s knowledge base from Unleash:

• Click on Select Wiki.

• Search and select the relevant wikis.

• Click out to close the search bar.

Knowledge from Apps

You can specify the apps and resource types that the assistant will search through to provide answers. The apps are those that you or the workspace admin connected to Unleash. Narrowing down the scope of filters and prioritizing links enhances the quality of responses by ensuring relevant information is used to answer the questions.

To configure the assistant’s knowledge base from Unleash:

• Click on the App filter.

• Click on the relevant app.

  • If you have multiple accounts connected, a popup will open; click on the relevant account.

• The Type filter will automatically change to the supported resource type for that app.

  • If more than one type is supported:

    • Click on Type.

    • From the dropdown, select the relevant resource type.

• Click on +More Filters (optional).

  • Refine and filter the knowledge the app will use to provide answers. These filters are dynamic and change according to the app and file type you’ve added. Two constants are:

    • Specific resource:

      • Search and click the checkbox next to the relevant resource to check specific resources as data sources.

      • You can select as many as you want.

      • Once done, click Select.

    • Last edited: Establish specific timeframes for the bot to draw answers from when responding to a question.

      • Choose a time filter or scroll to the bottom and select Custom.

      • Select a time from Before, After, or Between.

      • Select the dates.

      • To save, click out.

• To add another app, click +Add App (optional).

  • You can activate knowledge prioritization when you have more than two app sources configured. The assistant will seek answers within the prioritized resources you set. It will expand its search to other connected resources if no answer is found.

    To activate knowledge prioritization:

    • Click Knowledge Prioritizationon the sources to prioritize (you can prioritize more than one).

• Click Save.

  • Optional: Click Fill RFP to start filling out an RFP using the RFP assistant you have created.

Filling an RFP using the RFP Bot

When you open an RFP assistant, a Fill RFP button allows you to open the RFP process with the assistant set to the RFP assistant page you are on. You can then start the RFP process. Learn more about RFPs.