The Problem
Currently, AI Draft apply a library filters to an entire project/sectios. Large clients like Cognite often require segmented sources for a single RFP (e.g., 10 questions from the Technical Collection and 10 from the Legal Collection).
Current Workaround: Manual, repetitive editing or running multiple drafts, which creates friction for Bid Managers and Sellers.
The Solution
Introduce Granular Source Selection within the AI workflow.
- AI Draft: Allow users to "bulk assign" specific filters to selected questions within a section before generating.
- AI Assist: Ability to select filters when using AI Assist.
Key Benefits
- Higher Accuracy: Ensures the AI pulls from the correct data silo for specialized topics.
- Time Savings: Eliminates the need for manual merging or post-draft corrections.
- Scalability: Supports enterprise clients with complex, multi-departmental knowledge bases.
CC: @Khalees V
