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🪡 Customize Cobrief AI in your knowledge base

Learn about the library in Cobrief.

Yoki Kahsay avatar
Written by Yoki Kahsay
Updated this week

By entering information about your company, such as previous bid responses, general information, and other documents related to your company, Cobrief AI will actively use this content when writing texts for you. This article will go through how to add documents, as well as what is smart to include.

My AI

In My AI, you will find several sections for personalizing content generation in Cobrief. This includes a knowladge base with relevant documents about the company, a section with textual information about the company, and a section for product picking.

Knowledge Base

For Cobrief to be able to generate good bid texts, fill out documents, and find formalia, the AI must have access to the necessary information about your company. This is done through the knowledge base.

The knowledge base is structured similarly to Microsoft SharePoint and Google Drive, where you organize content into folders and files. You start by clicking the "New..." button, or by dragging files or folders directly into the knowledge base.

What should I upload?

Start with the most relevant files for the next bid you will be working on. It is often better to have fewer files of higher quality and relevance than to feed the AI as much information as possible.

  • Previous bid responses are the most important source for the AI to learn your unique language and style. For the best results, you should upload relevant winning bids and sales presentations.

  • Competence and experience must be documented to convincingly describe the team and projects. This includes CVs for key personnel, detailed reference projects, and positive customer testimonials.

  • Company documentation consists of the official papers required to show that you are a qualified and reliable supplier. This typically includes tax certificates, a certificate of registration, and relevant certifications like ISO

  • Processes and methodology explain how you work and ensure quality, which is essential for responding to requirements in bids. Therefore, share descriptions of HSE and quality routines, as well as models for project management.

Tips and tricks

Some important functions to know about are:

  1. Click on a file or folder to select it.

  2. Hold Cmd/Ctrl to select multiple files, or use Shift to select a range.

  3. Click a folder's name or double-click the row to open it.

  4. Click a file's name or double-click the row to see a preview.

  5. Click and drag files or folders to move them between folders.

  6. Select multiple rows and use the toolbar to download, move, or delete them all.

AI Instructions

Under "AI Instructions," you add the necessary background context for Cobrief AI. This ensures that generated responses and answers to questions are precise and relevant. Additionally, you can specify guidelines for the company's communication style to guarantee that the AI's suggestions are in line with your brand profile

Assessment Criteria

Here you enter your own assessment criteria that you use for a go/no-go decision. Cobrief AI will then answer them automatically for all bids you assess.

Price Sheet Filling

In Cobrief, you can upload your company's product register, and Cobrief AI will do the product picking for you. Read more in a separate help article!

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