Settings
Settings are an admin-only section that allows users with the Admin role to set up users and define how RFPs use information to create responses.
Users
The Users Settings allows you to add, edit, and delete users from the system. Add a user by entering the following fields separated by commas, then press Enter / Return: Name, Email, Discipline, Role, Identity Provider, Agent. Each user is assigned a role which determines what they see in RFP Response Assistant and what actions they can perform.
Only users with the Admin role will be able to see Settings as an option in the left-hand menu.
Products
The products and services that your organisation provides can be added in the Products settings to be referred to in the RFP responses.
Countries
The Countries settings allows you to manage the list of countries available in the system. Add a country by entering the Name, Description, and whether it should be set as the default, separated by commas, then press Enter / Return.
RFP Helper Content Library
The Content Library is where you manage the files and websites the RFP Response Assistant uses as source material when generating responses. Add files or websites directly from this screen using Add File or Add Website. Each item is tracked with its Name, Type, Product, Country, Date, Expiration Date, and processing Status.
RFP Evaluation Agent
The RFP Evaluation Agent runs AI analysis and scores proposals. Upload an RFP to evaluate, refresh to see the latest results, and search across all proposals. Each evaluation is tracked with an Eval Number, RFP Number, RFP Name, and Evaluation Status.
Brand Voice
The Brand Voice settings allow you to adjust the core assistant parameters that control how responses are written. Configure the following settings and click Generate Brand Voice to apply them:
Brand Voice Summary
A generated summary describing the overall tone and style of responses. For example: knowledgeable, professional, solution-oriented, and customer-focused.
Creativity
Controls how creative the generated responses should be. Select Low, Medium, or High.
Max Number of Words
Sets the maximum word count for each generated response, controlling how long answers should be.
