How to Craft an Expert Proposal Prompt

Blog » Copilot & AI, Library Navigator, Product Videos, Prompt Tool, Proposal Manager

What is Prompt Engineering? Prompt engineering is the process of designing and refining prompts to communicate with AI models effectively. It involves crafting questions, statements, or instructions in a way that elicits the most accurate, relevant, and useful...

How to Make a Custom Copilot Agent and Why You Need One

Blog » Copilot & AI

What is a Custom Copilot? A custom Copilot is an AI assistant explicitly tailored to your business. It leverages your organization’s knowledge and custom topics. Grounding the Copilot with curated content ensures it provides accurate and usable results. How is...

Copilot Agents for Proposal Writers

Blog » Copilot & AI

Over the past year, Microsoft 365 Copilot has changed significantly. Many new features have been added, and capabilities seem to be growing week by week. One of the most exciting features has been the addition of Copilot agents. An agent is a customized Copilot that...

Does AI Make Content Libraries Obsolete?

Blog » Copilot & AI

What Should be Included in a Content Library? How do most people find content for proposals if they DON’T have a content library? They look through old proposals and cut and paste from different sources. Spend time formatting, editing, and checking for wrong client...

How to Curate an Effective Proposal Content Library

Blog » Content Management

Like many of us, you probably have reused old proposals as starting points for new ones, searching recent documents for content to “fit,” and painstakingly proofing and re-proofing to remove all the traces of this cut-and-paste process — wrong customer names,...

Make the Commitment to Content Management

Blog » Content Management

Maintaining Your Content Library Implementing a proposal content library is the cornerstone of any proposal automation software, including and especially Generative AI tools, like Microsoft 365 Copilot. Therefore, it is critical that you are able to commit sufficient...