Overview

Note: 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.

It can be challenging for organizations to decide whether or not to invest the time and resources for a complex response without knowing first if they can win the opportunity. 

The Fit Analysis Agent reviews your proposals and compares them to the information in your Content Library to see if the proposal would be a good fit for you to pursue. It checks for:

• Required certifications

• Compliance with specified regulations

• Compliance with contractual requirements

• Compliance with data privacy requirements

• Conflicts of interest

• How well your organization matches the functional requirements

• Required integrations

• Scalability

• A proven track record in required areas

The agent also compares the proposals to similar, completed projects:

• Whether the bid is a good fit based on how much time and staff were needed to complete similar projects compared with how much time remains for this one

• Whether the bid is a good fit based on key performance factors from similar projects

When you upload a file to be analyzed, the agent will store the results of the analysis. If you upload the file again, the analysis results will be cached for six months:

• Identical file upload: Uploading the same, unchanged file within the six-month window will use the cached results immediately in the Canvas, skipping a new analysis

• Edited file upload: If a file is edited and then uploaded, a new analysis will be performed, and these new results will also be cached for six months

• Original file re-upload: Re-uploading the original file again (after uploading an edited version) will display the analysis results for the original file, provided the upload is still within the original six-month caching window.

Using Fit Analysis Agent

To invoke the Fit Analysis Agent, click Ask at the top of most pages in Responsive and select Fit Analysis Agent on the Ask window.

Enter your prompt and upload up to five Word, Excel or PDF files.

The details appear in the Canvas, and you can copy or download the report as a Word or Excel file. The report includes the following categories by default:

• Overall Summary

• Solution Fit

• Compliance Fit

• Bid Logistics Summary

• Past Performance Summary

Other categories, such as Pricing Fit, will be intelligently found and included by the agent as appropriate.

The Overall Summary section details how many of the requirements in each category are:

• Fully Fit

• Partially Met

• Critical Gap

Each of the individual sections begins with a summary. Scroll down to see details about each requirement.

The agent lists:

• Match percentage

• Key strengths

• Partial gaps

• Critical gaps

• Match reasons

• A table with:

  • Each requirement

  • Status (Critical Gap, Partially Compliant, Non-Compliant,

  • Comments

Note: If the agent cannot determine if the requirement is met, No Source Found will appear in the Comments column.

Close the Canvas to see the insights appear in the chat window.

If you have integrated with a Customer Relationship Management (CRM) system like Salesforce, deals from the CRM will be included as appropriate. If the data is available, the values for Deal Results will either be Won or Lost.

Note: If you are not currently connected to your CRM, you will see a message prompting you to connect to it.

The Past Performance Summary includes:

• If similar past deals were won

• If confidence in winning this bid is high

• Your organization’s strengths that make it likely the bid will be won

• Gaps where your organization is weak

• The top five similar projects and their outcomes

• Recommendations from the agent:

  • Decision about whether this is a good fit or not

  • The logic that determined the decision

  • Key success factors

The Bid Analysis Summary includes:

• Decision about whether this is a good fit or not

• The logic that determined the decision

• The deadline from the bid and the amount of time left

• The past projects used to make the determination

• Summary statistics:

  • Average time needed to complete the bid based on past projects

  • The fastest completion time

  • The slowest completion time

• Time comparison statistics:

  • The time remaining before the deadline

  • The average time needed to complete similar projects

  • The difference between the remaining time and the average completion time