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      GovSpend AI

      This article reviews our NEW AI feature available in Bids and Meeting Intelligence that allows you to get further insights about a Bid or Meeting record with a few easy steps

      GovSpend AI is a new AI-powered feature that allows you to gain quick insight about a Bid or Meeting record without reading through pages of documents or listening to hours of meeting content. Quickly understand the purpose of the record you're looking at as well as important information such as contacts or submission deadlines, meeting attendees, etc. with the click of a button!

      How to Access GovSpend AI

      GovSpend Intelligence is currently available in Bids & RFPs and Meeting Intelligence. You'll find it in the top right corner of any Bid or Meeting detail page.

      • Navigate to Bids & RFPs or Meeting Intelligence via the left hand navigation menu

      • In your search results, click the following fields to navigate to the detail page for the record you want to learn more about.
        • Bids & RFP's: Click Bid Description
         
        • Meetings: Click Meeting Title
      • In the top right of the Details page, locate the icon next to the "Share" button

      • Click the icon to open up GovSpend AI

      GovSpend AI Functionality

      Prompts

      Once you open up the GovSpend AI panel, you'll see a set of preset prompts, or questions. These represent some of the most frequently asked questions about the type of record (i.e. Bid or Meeting) that you're looking at.

      • Select a prompt that interests you and click it to automatically generate a response

      • Once you click a prompt, you will arrive at a new screen with the generated response.

      Note: Responses are generated based on the data available within the record you have loaded. This includes all the details available on the details page, attached documents, and meeting transcripts (in the case of Meetings). No external information is used in the generation of a response.

      • Click the "Back" button to navigate back to the home screen with the initial set of prompts.

      • Continue to click prompts of interest to you and get relevant information quickly and efficiently for the associated Bid or Meeting.

      Prompts Available for Bids:

      We currently have 7 available prompts for selection. These are the same across all bids, Active and Expired. They represent the more frequently asked general questions about a bid record.

      • Please provide an overview of this bid. - Provides a general overview of the bid including what products or services are being requested, important dates, contacts, and special requirements.
      • What products/services are being requested? - Provides a quick overview or list of the specific products or services being requested for that bid.
      • Who do I contact for questions on this bid? - Provides contact information for the best point of contact for any questions related to the bid, including name, email, phone number and address (as available for the bid record).
      • Where do I submit my bid response? - Provides the best address or method to submit your bid proposal.
      • What will help me win this bid? - Provides key information from the bid record that is useful to help you win the bid.
      • Any specific requirements for this bid? - Provides any unique requirements you need to follow in order to successfully submit your bid proposal for review.
      • Generate a Sales Brief for this bid. - Provides a more formal and templated overview of the bid that includes Agency information, due date, location, description, Key Features, Important considerations, and contact information. This can be useful to copy and share with teams that need to action the bid itself.

      Prompts Available for Meetings:

      We currently have 8 available prompts for selection. These are the same across all Meetings and represent the more frequently asked general questions about a Meeting record.

      • Provide a general overview of the topics discussed: Generates a list of the basic topics discussed in the meeting along with a short summary of each.
      • Who were the meeting attendees?: Lists all available meeting attendees by name, including their Title and Department if available.
      • Provide details on any bids discussed: Lists any ongoing or upcoming bids discussed and a short summary of each. Includes key details such as the RFP deadline, who is requesting the bid, and who the bid is awarded to, if available.
      • Were any specific projects discussed?: Lists any projects mentioned in the meeting along with a short summary of each.
      • Are there any funding opportunities or grants discussed?: Lists any funding opportunities or grants discussed, along with a short summary of each.
      • Summarize any discussions on awarded contracts: Lists any discussions on awarded contracts along with a short summary. Includes selected vendors, the contract effective date, and the contract amount if available.
      • Any future plans or projects discussed?: Summarizes any discussion around future plans, projects, bids or contracts.
      • List any vendors mentioned in the discussion: Lists any vendors discussed along with a short summary of the discussion and any expressed sentiment towards each vendor.

      GovSpend AI Chat

      Not finding what you want from the preset prompts? Enter your own custom question, continue to chat, and access your chat history as reference in the future.

      Overview of Chat functionality:

      • When you first open GovSpend AI, use the chat input at the bottom of the panel to enter a custom question about the Bid or Meeting record you have loaded.

      • Hit enter or click the submit button to generate a response.

      Note: Custom chat responses are generated based on the content of the Bid or Meeting record. This includes all information on the details page, associated documents, and available meeting transcript. No external information is used in the generation of a response.

      • Once you have an initial response, you can continue entering custom questions in that same thread by using the chat input at the bottom of the panel.

      • Any of your chat history from that thread will be used as context to generate subsequent responses. This means you can ask questions based on a previous response.

      • You can also input a custom question after clicking a prompt and getting an initial response.

      Chat History:

      • Once you enter and submit a custom question via the chat input in GovSpend AI, your chat will be stored.
      • Access your chat history from the left panel in GovSpend AI

      • Each chat you create will receive a Title generated by AI based on the question you originally entered
        • You can "Rename" your chat by clicking the 3 dots to the right of the chat title and entering in a new title. Click "enter" once you've input the new title.

      • Chats are organized by date, with the most recent at the top of the list

      Note: Chat history is search module specific. This means that when you are in bids, you can only view chats you've created related to bids. Similarly, when you are in meetings, you can only view chats you've created related to meetings.

      • Click any chat title in the left chat panel to open up that chat
        • If you open a chat that is not related to the record you have loaded, you'll see a banner appear at the top of the chat thread
        • This indicates that the chat is not in reference to the record you have loaded. Click the "Click here" link to open up the original record in a new tab.

      • Chats related to the record you have loaded will be pinned to the top of the chat history list under "Current Record". This makes it easy for you to find any chats related to the record you are currently looking at.

      • If you have a chat loaded, click "Start New Chat" to return to the home screen and either start a new chat from scratch or click available prompts.

      • Delete a chat via the 3 dot menu next to the chat title or clicking the "Delete" button in the top right of your chat screen.

      Additional Features

      • At the bottom of each response, you'll see a set of action buttons

      Each icon performs a different action:

      • Copy: Allows you to copy the full text available in the generated response. Simply click the "Copy" icon to copy the text and then paste in email, a document, etc.

       

      • Thumbs Down: This indicates a "bad response". If the response you receive is not as expected or did not provide value, click the "thumbs down" icon to submit that feedback.

       

      • Thumbs Up: This indicates a "good response". If the response you receive is as you expected and helpful to you, please click the "thumbs up" icon.

      Note: Feedback you provide on the quality and accuracy of a generated response helps us to further improve this feature. We appreciate you taking the time to rate the responses! 

      • To close out of GovSpend AI, click the X icon in the top right or click anywhere outside of the GovSpend AI modal.