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Create AI‐Powered RFP Responses Using Knowledge Base

Michael Washington edited this page Oct 20, 2025 · 2 revisions

This tutorial guides you through using AI to create a response to a Request for Proposal (RFP). You will learn how to upload your knowledge base, process an RFP document, generate answers, and produce a final response document efficiently.

1. Click Build Knowledgebase

Click the Build your Knowledgebase button to begin creating your knowledge base.

Click Build Knowledgebase

2. Click Select File

Click the Select File button to choose your first knowledge base document for upload.

Click Select File

3. Enter Knowledge Base Title

Enter the title for your knowledge base content to identify it clearly.

Enter Knowledge Base Title

4. Click Save Button

Click the Save button to store your knowledge base content.

Click Save Button

5. Save Knowledge Base Content

Your knowledge base content will be processed and added.

Save Knowledge Base Content

6. Click to Proceed

Click the expand button to see all the sections in your uploaded document.

Click to Proceed

7. View and Edit Content

You can view and edit the knowledge base content.

View and Edit Content

8. Access Response Table

Next, click the response tab to create a response to an RFP.

Access Response Table

9. Select Template

Click here to choose a template for your RFP response. Select Template

10. Edit Template

The template can be edited. Click the Edit Template button to edit the template.

Edit Template

11. Upload RFP Document

Click the Upload RFP button to upload the RFP.

Upload RFP Document

12. Process RFP Document

The RFP will be processed and any questions will be detected.

Process RFP Document

13. Review Generated Answers

Answers will be generated based on the content in the knowledge base.

Review Generated Answers

14. Confirm Generation

Click the edit button to edit the question.

Confirm Generation

15. Select Response Text

If needed, you can click the delete button to delete the question from the response.

Select Response Text

16. Open Template Tokens

You can edit the answer using the text box.

Open Template Tokens

17. Open Token Input

You can add answers to the knowledgebase by clicking the checkbox next to the answer.

Open Token Input

18. Save Template Values

Clcik the Generate Response Document button to complete the process.

Save Template Values

19. Confirm Save

The RFP response document will prepare.

Confirm Save

20. Enter Phone Number

The Enter values for template box will display and allow you to provide the values for the templated items.

Enter Phone Number

21. Click OK Button

Click OK to finalize and complete the process.

Click OK Button

This describes the process to create an RFP response using AI. You can access the application for free at BlazorData.net