How do Key Phrases work within my Proposal Outline?

Key phrases are RFP360's artificial intelligence (AI) tool for providing you robust knowledge base search results.

 

Your search results will now be more relevant as you fill out your Proposal – resulting in saved time and providing higher quality responses.

 

Key phrases populate when content is added to your knowledge library. This occurs when you set your Proposal Settings to Write approved responses over, set the Save to Knowledge Base toggle to YES for a Section or Question, create new content from the knowledge library search/list page – and/or – Upload your knowledge library.

 

When you are in the Proposal Outline you will note that the knowledge library responses in the right action panel will have more relevance to the Question that you have selected.

 

 

 

 

 

Note: 

• Knowledge library search from the search/list page of a record will not be affected by key phrases. However, you are able to make manual changes either adding or removing key phrases.