Policy comparisons, proposals, and contract reviews can be edited in-app with our AI Assistant. To use this feature:
Steps:
Start any Task.
Once the task is complete and your output is generated, click into the document preview.
Note: you can iterate on existing files by navigating to the output you'd like to make edits to in "Tasks".
Enter a command in the left side chat box. Possible requests include, but are not limited to:
Editing values
Rearrange the order of information
Add rows and columns to proposal tables
Generating an email summarizing the proposal
Adding an executive summary
You can upload supporting documents, like endorsements, additional policies, deck pages, and more to enhance your output.
Click the + icon located to the left of the text field and select a document to upload.
Note: the upload should accompany a question, request, or command to the AI Assistant.
Iterations via our AI Assistant center around changes to content and information. For design changes to templates, eligible accounts can reach out to our team at [email protected].
Disclaimer
NOTE: AI sometimes produces inaccurate or misleading outputs. It is your responsibility to check your outputs for accuracy and completeness. If you ever notice an inaccuracy, please contact our team via Intercom—we will investigate and use it to improve the AI in the future.