Proposal copilot for AEC firms
A proposal copilot that answers from your firm's own records.
Ask RFPM Agent lives inside your workspace. Run a daily brief, search staff and projects, pull language from past submittals, and draft sections grounded in your company's own knowledge base — with every answer linked back to its source.
- Lives in
- Your RFPM workspace, beside the pursuit
- Reads
- Staff, projects, RFPs, references, knowledge base
- Every answer
- Linked back to the record it came from
- Writes
- Only after you confirm the exact change
A copilot for the whole proposal workspace — not just Q&A
Most AI tools generate text from general training data. They don't know your staff, your projects, or the language your firm has approved. They can't tell you who worked on FDOT bridge projects in the last five years, and they can't pull a tested safety narrative out of your library — because that information lives in your firm's records, not on the internet.
Daily brief
What changed across your active pursuits, what is due, and what the team flagged.
Workspace search
Across staff profiles, project records, references, and library assets.
Project status summaries
Proposed team, selected projects, reviewer comments, and open items for any pursuit.
Usage overview
Active pursuits, assignments, and how the work is distributed across the team.
Drafting
Proposal content written from your company knowledge base, not from general training data.
Guarded edits
Creating, updating, or removing a record needs an explicit yes. Nothing is written silently.
Every answer links back to the record it came from, so a reviewer can verify it in one click.
Sources on every answer. Confirmation on every edit.
The same four steps run behind every question, and you can watch all four. Ask RFPM Agent reads your firm's own records, answers with the sources attached, and stops for your confirmation before it changes anything.
Ask in plain language
Who on our team has led an FDOT design-build bridge over $20M?
The same box also handles
- Summarize the District 5 pursuit — team, projects, open items.
- What does this RFP require for key personnel?
- Draft the QA/QC approach using our standard language.
What you can ask
Ask covers the full proposal workflow — from a morning brief to drafting a section grounded in your knowledge base. Open a prompt to see what comes back and which records it reads.
Find and brief
Start the morning, or find the one record you know exists somewhere.
“Give me the daily brief on my active pursuits.”Daily brief
Summarizes what changed across your open pursuits — new RFP amendments, approaching deadlines, staff availability updates, and anything the team flagged for review.
Sources: Pursuits + Staff + Workspace activity
“Find everything we have on precast segmental bridges.”Workspace search
Workspace search across staff profiles, project records, references, and library assets — grouped by type so you can jump to the right place in one click.
Sources: Workspace search across all records
“Which engineers have FDOT bridge experience in the last 5 years?”Staff search
Returns matching staff with roles, specific bridge projects, and direct links to each profile.
Sources: Staff profiles + Project records
“What scope language did we use for stormwater design on the Hillsborough County project?”Project content
Pulls the scope narrative from that project record — ready to adapt for the current pursuit.
Sources: Project records
Read and summarize
Put a forty-page solicitation, or a stalled pursuit, into one paragraph.
“Does this RFP require DBE participation?”RFP analysis
Scans the uploaded RFP document and surfaces the relevant DBE/MBE requirements, percentage targets, and submission instructions.
Sources: Uploaded RFP documents
“Summarize the status of the District 5 pursuit — team, selected projects, open items.”Project summary
Generates a one-page status summary for any pursuit, pulling proposed team, selected past projects, reviewer comments, and outstanding tasks.
Sources: Pursuits + Staff + Project records
“How many proposals are we running this month and who is the bottleneck?”Usage overview
Usage overview of active pursuits, assignments, and workload distribution across your proposal team.
Sources: Workspace activity + Pursuits
Draft
Produce a first draft out of language your firm has already approved.
“Draft a Section H management approach for this pursuit.”Drafting
Generates a first draft using your firm's actual project history, proposed team qualifications, approved library language, and the RFP's specific evaluation criteria — not generic boilerplate.
Sources: Staff + Projects + RFP + Knowledge base
“Write a safety approach narrative using our approved library language.”Drafting from knowledge base
Drafts the section using reusable content from your knowledge base (company profile, library assets, approved narratives) — adapted to the pursuit's scope.
Sources: Knowledge base + RFP documents
Drafting from your company's knowledge base
Every firm has language it has already fought for and approved — the safety approach, the QA/QC narrative, the sustainability statement, the company overview, the tested project descriptions. Ask RFPM Agent treats that content as a first-class source.
Pulls from approved content
Company profile, library assets, references, and past project narratives — the language your firm has already validated.
Grounded in your data
Team qualifications, relevant projects, and RFP requirements are stitched in automatically.
Adapted to the pursuit
Scope, evaluation criteria, client, geography, and page limits shape the draft — not a one-size template.
Traceable, not generated
Every claim links to the underlying record. No untraceable statistics, no invented staff, no fake projects.
The result is a draft that sounds like your firm — because it was written from your firm's own content.
Every sentence can be traced back to the record it came from. Reviewers spend their time editing for voice and nuance, not rewriting generic AI output from scratch.
Where the answers come from
Ask reaches across your workspace. These are the core sources available today, plus optional sources that activate when your org configures them.
Core sources
Staff Profiles
Education, registrations, certifications, years of experience, specializations, and complete project history for every person in your firm.
- Find staff by certification or license
- Match personnel to evaluation criteria
- Check who has experience with a specific project type or client
Project Records
Scope of services, contract values, completion dates, client contacts, staff involvement, and narrative descriptions for every project your firm has completed.
- Surface relevant past projects for a pursuit
- Pull scope language from similar work
- Find projects by client, geography, or service type
RFP Documents
Uploaded solicitation documents — RFPs, RFQs, and amendments. The agent reads and understands evaluation criteria, submission requirements, deadlines, and compliance items.
- Extract evaluation criteria and weighting
- Identify compliance requirements (DBE, insurance, bonding)
- Compare your qualifications against what the RFP asks for
References
Client references tied to past projects — contact details, the work they vouch for, and the performance they verified.
- Find references for a specific client or market
- Match a reference to a relevant pursuit
- Check reference coverage across your portfolio
Company Knowledge Base
Your company profile, library assets, reusable narratives, approved boilerplate, and past proposal content — the language your firm has already validated.
- Draft a section from approved library language
- Pull the firm overview, safety approach, or QA/QC narrative
- Reuse tested content instead of starting from scratch
Workspace Activity
Pursuits, assignments, reviewer comments, deadlines, and team workload across the workspace — the data that powers the daily brief and usage overview.
- Run a morning brief on active pursuits
- Summarize pursuit status and open items
- See workload distribution across the proposal team
Optional sources
Uploaded documents
Standalone documents you attach to a thread (past proposals, spec sections, supporting files) are parsed and searchable alongside your core records.
Web sources (when enabled)
For configured orgs, Ask can pull from public web sources — owner websites, procurement portals, and reference materials — and cite them alongside internal data.
How teams use it
The same six jobs, before and after. The right-hand column is what somebody actually types.
| Proposal task | Without Ask RFPM Agent | With Ask RFPM Agent |
|---|---|---|
| Morning check-in | Stand-up meetings, inbox scanning, spreadsheet status trackers | “Give me the daily brief on my active pursuits.” |
| Find qualified staff | Ask around the office, check old proposals, scan a spreadsheet | “Who has water treatment experience and a PE in Florida?” |
| Select relevant projects | Search shared drive folders, skim old submittals | “Which projects match this RFP's evaluation criteria?” |
| Check RFP requirements | Read 40-page RFP manually, make a checklist | “What are the DBE requirements and page limits for this RFP?” |
| Pursuit status summary | Ping teammates, re-read reviewer comments, rebuild the status doc | “Summarize the District 5 pursuit — team, projects, open items.” |
| Draft Section H content | Start from scratch or copy-edit an old submittal | “Draft a management approach using our approved library language and the team's experience on similar projects.” |
Frequently asked questions
The eight questions proposal teams ask before they let an agent near their data.
What can Ask RFPM Agent actually do?
Ask RFPM Agent is a proposal copilot that lives inside your RFPM workspace. It runs a daily brief on active pursuits, searches across staff, projects, references, and library assets, generates pursuit and project status summaries, analyzes RFP documents, answers questions about your firm with sourced citations, and drafts proposal content — including Section H narratives — grounded in your company knowledge base. It can also create, update, and remove records for you, but only after confirming every change with you first.
Does Ask RFPM Agent draft proposals using our own content?
Yes. Drafting is grounded in your company knowledge base — your company profile, library assets (reusable narratives, boilerplate, approved past proposal content), references, and your staff and project records. When Ask drafts a section, it pulls from the language your firm has already validated and adapts it to the specific RFP's scope, evaluation criteria, and page limits. The output sounds like your firm because it is built from your firm's own content, and every sentence links back to its source.
How do I know the answers are trustworthy?
Every answer includes linked sources. When Ask says a staff member has a specific project or certification, you can click through to the underlying record and verify it in one step. When Ask needs to change anything in your workspace — updating a profile, creating a record, adding a team member to a pursuit — it shows you exactly what will change and requires you to confirm before anything is written. The agent cannot silently edit your data.
What data does Ask RFPM Agent have access to?
Ask reaches across your RFPM workspace. Core sources available today include staff profiles, project records, RFP and solicitation documents, references, your company knowledge base (company profile, library assets, reusable narratives), and workspace activity (pursuits, assignments, deadlines). Optional sources — such as standalone uploaded documents and public web sources — activate when your org enables them. Ask cannot see data from other firms or other workspaces.
How is this different from ChatGPT or other AI tools?
General AI tools like ChatGPT generate text from broad training data — they don't know your firm, your staff, your projects, or the language your company has approved. Ask RFPM Agent queries your actual data. When it says a specific engineer led a specific project, that answer comes from the profile and project record in your database, with a link you can click. Drafts are built from your knowledge base, not invented. Answers are verifiable because the sources are your own records.
Is Ask RFPM Agent included in the pilot?
Yes. The RFPM pilot gives you full access to every feature — including Ask RFPM Agent. During onboarding we help you import staff profiles, projects, and library content, because Ask is most valuable once your data is loaded. There is no separate trial or bolt-on charge for the agent during the pilot.
Can I use Ask RFPM Agent while I'm working on a pursuit?
Yes. Ask is available inside your workspace and tied to the pursuit you're working on. You can search staff, pull scope language from past projects, check RFP requirements, summarize status, or draft narrative sections — and your conversation history is saved so you can pick up where you left off.
Is my data used to train AI models?
No. Your firm's data is never used to train AI models. Ask RFPM Agent uses your data at query time to generate answers, but that data stays within your workspace. It is not shared with other customers, not used for model training, and not accessible outside your account.
Start a pilot
Try Ask RFPM Agent with your data.
Start a no-commitment pilot of RFPM. Ask RFPM Agent is included — with full access to workspace search, daily brief, RFP analysis, and drafting from your knowledge base.
Ask shines once your staff profiles, projects, and library content are loaded. We help you import them during onboarding — if it doesn't save your team time, you walk away.