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Overview

Opportunity Chat facilitates direct interaction with any opportunity, including the solicitation files provided by the buyer. This allows users to ask questions and receive contextual information from the content, streamlining the review and analysis process.

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How to Use Opportunity Chat

  1. Find an opportunity of interest via Sweetspot’s search functionality, then click the Ask AI button. This will redirect you to a chat interface.
  2. Type any question into the chatbox, and Sweetspot AI will search through the solicitation information to answer it.
  3. Click on the citations in square brackets to view the information source.
  4. Follow up on generated content as if it is a conversational interface.
  5. Copy: Select the clipboard icon to copy the response.
  6. View Reasoning: Sweetspot AI thinks before it responds, ensuring you get accurate information. Hover over the knowledge icon to view the reasoning provided for each message in your chat thread.

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Features

  • Conversational Interaction: Query the document as if you were asking a colleague. The more detailed you are, the better it will be able to understand what you’re looking for.
  • Knowledge/Reasoning: Sweetspot AI thinks before it responds, ensuring you get accurate information. Hover over the knowledge icon to view the reasoning provided for each message in your chat thread.
  • Markdown Support: Organize information into digestable markdown format (e.g. tables, lists, etc.) by appending ‘as markdown’ (or similar) to a query. For example, you may want to organize deadlines for an opportunity into a table, which can be accomplished by appending ‘into a table’ or ‘in tabular form’ to your query. If applicable, scroll to the right of any generated table to reveal a copy button, allowing you to copy and paste the table into any document editor.
  • Keyword Search: Use Cmd/Ctrl + f to quickly find keywords within the currently opened solicitation file. Or, click on the magnifying glass on the left-hand side of the file viewer toolbar (located at the bottom of the page) to toggle the search interface.
  • Zoom: Adjust the view by zooming in with + and out with - in the file viewer. This is located on the right-hand side of the file viewer toolbar.
  • File Select: Navigate through the solicitation files by clicking on the file selector dropdown at the top of the file viewer.
  • Download: Download the currently opened file by clicking on the download icon on the right-hand side of the file viewer toolbar. If you’d like to download all files as a zip file, navigate to the thread sidebar, open the thread options menu for the thread you’re currently on, click View Opportunity, and scroll to the bottom of the page. There will be a button to download all files as a zip file. Alternatively, click on the title of the thread/opportunity at the top of the Sweetspot navigation bar (at the top of the page) - this will take you directly to the opportunity you’re chatting about, where you can download a zip, as above.

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Manage Your Threads

To view thread options, navigate to the thread sidebar on the left-hand side of the chat page, and hover over the target thread. A menu icon will appear to the right of the thread’s title, which you can click to manage your thread.

  • View Opportunity: Select View Opportunity to open up the full details of the opportunity.
  • Share: Share the current chat thread with members of your organization.
  • Delete: Delete the current thread from your chat history.
SearchPursuits & Pipelines