Overview

This feature is part of our Early Access Program, which allows select customers to try upcoming beta features that are clearly labeled in the product. As part of this program, you can explore new capabilities, provide feedback, and help shape their development. To join the Early Access Program, contact your Customer Success Manager (CSM) or Account Manager (AM) to request access.

The Analysis Agent is an AI-powered assistant designed to streamline the early stages of working with RFPs, RFIs, and other complex documents. It helps you quickly understand the scope and structure of the uploaded document by generating a concise summary of its contents. The goal is to save time, reduce manual effort, and help you make informed decisions about how to approach the response process.

Key capabilities and benefits include:

• Document summarization: Scans your uploaded files and identifies scope, requirements, and essential information to help you get started faster.

• The ability to upload up to 20 Word and PDF files simultaneously.

• Editable Canvas view: Opens a structured, side-by-side workspace where you can review, format, and adjust the summary.

• Time-saving insights: Surfaces what matters most so you can spend less time reading and more time planning your response.

• Continuous interaction: Keeps the agent available to support you as you work on the Canvas.

• Faster project kickoff: Gives you a strong starting point that helps align your team and speed up the response process.

Use cases

The Analysis Agent is designed to support teams during the early stages of reviewing Requests for Proposal (RFPs), Requests for Information (RFIs), and similar complex documents. The following use cases highlight how different roles can benefit from its capabilities.

Accelerate initial document review

Use the Analysis Agent to quickly understand the scope and structure of large, complex documents without reading them in full. The generated summary highlights key requirements, enabling you to focus on what matters most.

Applicable roles: Proposal managers, sales teams, bid teams
Value: Reduces time spent on manual review and speeds up initial assessment

Align cross-functional teams early

Share the generated summary with stakeholders to ensure everyone has a consistent understanding of the document’s scope, requirements, and priorities before work begins.

Applicable roles: Proposal teams, subject matter experts (SMEs), project managers
Value: Improves alignment and reduces miscommunication during kickoff

Streamline project kickoff

Use the summary as a starting point for planning your response strategy. The Analysis Agent helps you identify key sections, requirements, and areas that require deeper review.

Applicable roles: Proposal managers, bid teams
Value: Accelerates kickoff and reduces preparation time

Work efficiently with multiple documents

Upload up to 20 Word or PDF files at once to analyze related documents together, such as appendices, supporting materials, or multi-part RFPs.

Applicable roles: Proposal teams, compliance teams
Value: Simplifies handling of complex, multi-document submissions

Refine and customize summaries in Canvas

Use the editable Canvas view to review, adjust, and format the generated summary. You can tailor the content to match your team’s needs or internal workflows.

Applicable roles: Proposal managers, content owners
Value: Provides flexibility and control over AI-generated outputs

Maintain continuous support during analysis

Interact with the Analysis Agent directly within the Canvas as you refine your understanding of the document. Ask follow-up questions or request clarifications without restarting the process.

Applicable roles: All users working on the response
Value: Ensures ongoing support throughout the early analysis phase

Reduce manual effort and improve efficiency

Minimize the need for manual scanning and note-taking by relying on the Analysis Agent to extract and organize key information.

Applicable roles: All users
Value: Saves time and allows teams to focus on strategy and response development

Setting Up Analysis Agent

To use it, Responsive AI must be enabled at the organization level. Admins can enable Responsive AI by following these steps:

1. Go to Organization Settings > Responsive AI > Preferences

2. Turn the Responsive AI toggle on.

Note: If your organization has already enabled Responsive AI, you can skip this step.

Using the Analysis Agent

The Analysis Agent is available as part of the Responsive Ask feature. 

1. Click Ask at the top of any page in Responsive.
   

2. Click Analysis Agent.
   

3. On the Agent interface, click icon to upload your file or drag and drop your file into the agent's interface. 
   
   Note: Currently, the agent supports only the file formats .doc, .docx, .pdf, and .xlsx. You can upload up to 20 Word or PDF files simultaneously. For the .xlsx files, you must upload them one at a time.

4. Optionally, you can provide any specific instructions and press Enter or click .
   
   Once the file is uploaded, the Analysis Agent starts analyzing it.
   

5. When the report is ready, the agent posts an overview of the report.
   

6. You can download the report as a Word or Excel file by clicking and choosing the format.
   
   You can also open the detailed report by clicking View Detailed Summary in Canvas for review or further edits.

7. You can interact with the agent via chat to make edits to the report on the canvas. 

Canvas Overview

Canvas is your space within Responsive ASK where you can view, edit, and format AI Agent outputs like summaries and insights. It offers a clean, distraction-free environment to refine and finalize content before sharing or exporting.

Accessing the Canvas

You can open Canvas by clicking View Detailed Summary in Canvas from the agent interface after the Analysis Agent generates a summary.

Once opened, Canvas supports rich text formatting, inline editing, and additional controls to help you customize and organize your content with ease. Use it to polish AI-generated summaries or prepare a clean export-ready version for downstream use.

1. Canvas area displays the full analysis report.

2. Toolbar to edit the report.

3. Copy the contents of the report to the clipboard.

4. Download the report as a MS Word or MS Excel file.

5. Table of Content to quickly navigate to the desired section of the report.

You can interact with the agent via chat to make edits to the report on the canvas. You can instruct the agent to directly add the results of your conversations to the Canvas, rather than cutting and pasting from the chat window.

You can instruct the agent to directly add conversation results into the Canvas, eliminating the need for manual copying and pasting while streamlining your workflow.

1. Instruct the agent to add the response to Canvas (for example, List the key deadlines in this RFP and add it to canvas).

2. Review your Canvas. The new section appears automatically, ready for further editing or export.
   

If you want to update a particular section in the Canvas, you don't have to specify the precise name of the section.  You can refer to the section by a partial or approximate name instead; if the agent can’t determine which one you are referring to it provides a list of possible section names to choose from.