Start a proposal and set up your files
Start a new proposal, tell the agent what each file is and check the standardized template before rating.
3 min read
AI turns every file into one standardized template before rating. Telling the agent what each file is gives it the best start.
1
Start a new proposal
In the project, click Start new proposal.
2
Select 5 to 10 files
Select the files to use. Keep it to 5 to 10 files.
3
Say what each file is
For each file, say what it is: needs rating, carrier rate sheet (with or without fuel surcharge), or customer data.
4
Add context in plain English
Add any extra context in plain English.
5
Start the setup
Start the setup. The agent builds the standardized template; follow its reasoning on screen if you like.
6
Check the preview
Check the preview of all rows before moving on.
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