AI Search: Prompt Guide

Think of it this way...

A saved search builds a net to catch every matching record over time. AI Search baits the hook for the one right answer you need right now. Use it for specific, point-in-time questions: a contract, a contact, a spend total, a renewal date.

Tips to Get the Best Results	Find the Right Contacts	Mine Meeting Intelligence & Sentiment
Find a Specific Record	Track Renewals and Expiring Contracts	Plan Your Territory and Prioritize Accounts
Qualify or Disqualify a Bid Fast	Analyze Spend	Quick Ad Hock Lookups
Find Open Bids in Your Territory	Scope Incumbents and Competition

Get the Best Results

A few habits make AI Search dramatically more reliable:

Be specific. Name the agency, state, vendor, product, or contract/RFP number. Vague questions return vague (or empty) results.
Ask one thing at a time. One clear question per prompt. Bundling multiple asks confuses the answer.
Use identifiers when you have them. Contract #, RFP #, company name — these point the search straight at the record.
Set a time window. Add “in the last 2 years” or “expiring in 2026” so results stay relevant.
For sentiment, be inclusive. List every signal you care about — concerns, considering termination, hard to use, too expensive — not just “negative.”
Don’t over-filter. Include State agreements and federal POs unless you truly want them excluded.
Refine and retry. If a prompt comes back empty, rephrase with more detail or loosen one constraint, then try again.

1. Find a Specific Record

Pinpoint a single contract, RFP, or vendor agreement.

When you want to...	Try this prompt
Look up a contract	“Show me contract #[number] and its current status.”
Pull an RFP	“Pull RFP #[number] for [agency name].”
Find a vendor's agreement	“Find the [product/service] contract held by [vendor name] for [agency name].”

2. Qualify or Disqualify a Bid Fast

Ask the one detail that decides whether an opportunity is worth pursuing.

When you want to...	Try this prompt
Check a requirement	“Does bid #[number] require on-site personnel?”
Confirm a deadline	“What is the submission deadline for bid #[number]?”
Check delivery items	“Does bid #[number] allow remote or virtual delivery?”

3. Find Open Bids in Your Territory

Surface the opportunities that match what you sell, where you sell it.

When you want...	Try this prompt
Top open bids	“Show me the top 5 open bids in [state] related to [product/service].”
Recent opportunities	“List open opportunities in [state] for [category] posted in the last 30 days.”

4. Find the Right Contacts

Get to the decision-maker without digging.

When you want to find...	Try this prompt
Decision-makers	“Find IT decision-maker contacts at [agency name].”
A named role	“Who is the CIO for the state of [state]?”
Procurement owners	“Find procurement contacts for [agency] handling [category].”

5. Track Renewals & Expiring Contracts

Time your outreach to the contract calendar.

When you want...	Try this prompt
Renewal date	“When is [vendor]’s contract with [agency] up for renewal?”
Expiring contracts	“Show contracts in [state] for [product/service] expiring in 2026. Include State agreements.”
Recent awards	“List recently awarded [category] contracts in [state] in the last 90 days.”

6. Analyze Spend

Size a market or an account by what it actually buys.

When you want...	Try this prompt
Spend by agency	“What is [agency]’s total spend on [product/service]?”
Spend by market	“Total spend on [product/service] in [state] over the last 2 years.”
Top buyer	“Which agency spent the most on [product/service] in the last 2 years?”

7. Scope Incumbents and Competition

Walk into an opportunity knowing who holds it today.

When you want...	Try this prompt
Incumbent on a bid	“For bid #[number], who is the current incumbent and what was the last award amount?”
Past spender + vendor	“Show past spend by [agency] on [product/service] and the current vendor.”
Active competitors	“Which competitor contracts are active in [state/territory] that I should prioritize?”

8. Mine Meeting Intelligence and Sentiment

Pull signals from conversations - just remember to list every signal you care about.

When you want...	Try this prompt
Topic in meetings	“Find recent meetings in [state/territory] that discussed [topic].”
Churn/risk signals	“Surface churn or negative signals in meetings — include expressed concerns, considering termination, hard to use, too expensive, and pricing pushback.”
Buying interest	“Show meetings where [agency/account] expressed interest in [product/service].”

9. Plan Your Territory and Prioritize Accounts

Work the whole territory, not one record at a time.

When you want...	Try this prompt
Likely opportunities	“Show the opportunities in my territory most likely to convert to a new sale within the next 90 days.”
Competitor priorities	“Which active competitor contracts in [state/territory] should I prioritize?”
Accounts to target	“Which accounts in [state] have expiring contracts and prior spend on [product/service]?”

10. Quick Ad Hoc Lookups

One-off facts, answered on the spot.

When you want...	Try this prompt
A named official	“Who is the CIO for the state of [state]?”
Who holds a contract	“Who holds the janitorial supply contract for the city of [city, state]?”

Remember
Swap the bracketed placeholders (“[state]”, “[vendor name]”, “[product/service]”) for your real targets before you send. The more precise the detail, the better the answer — and if a result looks thin, add one more identifier and try again.