Skip to main content
The AI assistant is a chat interface built into Saccharo AI that helps you analyze RFPs, answer questions about opportunities, and get recommendations based on your data.

​
What the AI assistant can do

The assistant has access to your RFP documents, analysis results, and knowledge base. You can ask it to:
  • Summarize key aspects of an RFP
  • Compare requirements against your capabilities
  • Explain specific sections or terms from the documents
  • Identify potential risks or concerns
  • Suggest responses to specific requirements

​
Opening the assistant

The AI assistant is accessible from the main application interface. Click the assistant icon or panel to open the chat window.

​
Managing conversation threads

The assistant organizes conversations into threads:
  • Create a new thread — start a fresh conversation for a different topic or RFP
  • Switch between threads — use the thread list panel to return to a previous conversation
  • View conversation history — scroll through past messages in any thread
Each thread maintains its own context, so you can have separate conversations about different RFPs without them interfering with each other.

​
Example questions

Here are effective questions to ask the assistant:
  • “Summarize the key requirements of this RFP”
  • “What items from my price list match this opportunity?”
  • “What are the submission deadlines and required forms?”
  • “Does this RFP have any set-aside requirements?”
  • “What are the evaluation criteria for this solicitation?”
  • “Compare this RFP’s delivery requirements with my capabilities”
Be specific in your questions. Instead of “Tell me about this RFP,” ask “What are the delivery location requirements in this RFP?” The more specific your question, the more targeted and useful the response.
The assistant references the documents and data associated with the RFP you are currently viewing. For best results, open the assistant while viewing a specific RFP’s analysis results.