Changelog

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Autopilot Task Order Support

We’ve enhanced Autopilot to better handle solicitations with multiple task orders or task areas.

What’s New:

• Added a checkbox on the Autopilot screen: “This solicitation contains task orders or task areas”
• When selected, Autopilot automatically applies specialized guidance for task order handling

Benefits:

• Automatic Structure: Creates dedicated sections for each task order/area in your outline
• Precise Numbering: Maintains the exact PWS/SOW numbering hierarchy from your solicitation
• Accurate Naming: Uses the exact task order names from the solicitation without abbreviation
• Comprehensive Coverage: Ensures each task area addresses specific requirements, technical approach, resources, and deliverables
• Smart Compliance: Tracks compliance requirements separately for each task area

This feature eliminates the need to manually specify task-handling instructions in your guidance, making it faster and easier to create properly structured proposals for complex multi-task solicitations.

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Resume and Past Performance Enhancements

Major improvements to resume and past performance capabilities.

Resume Management:

• Full-text resume search functionality
• Automated resume scanning and indexing
• Improved resume organization by relevance

Past Performance:

• Automatic organization by relevance score
• Enhanced filtering capabilities
• Auto-indexing for faster access
• Streamlined creation workflow

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Autopilot Approach Confirmation

Added a new confirmation step before Autopilot begins processing.

• Review and edit the AI’s proposed approach before starting
• Modify document analysis strategy
• Adjust outline generation approach
• Fine-tune compliance tracking strategy

This gives you more control over how Autopilot processes your documents.

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Deep Dive Enabled by Default

Deep Dive analysis is now enabled by default in the AI chat.

• More thorough document analysis out of the box
• Improved context understanding
• Better quality responses without manual configuration

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Enhanced War Room Features

Compliance Matrix:

• Filter compliance items by source document
• Visual progress capping at 100%
• Improved requirement counting

Document Handling:

• Visual feedback when dragging files over upload areas
• Support for multiple reference documents in outlines
• Better handling of tagged documents in AI prompts

UI Improvements:

• Updated dashboard quick links appearance
• Single-column layout for Autopilot document selection
• Clearer guidance for document selection

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Firehose Integration

Introduced the Firehose feature for rapid opportunity discovery and analysis.

• Direct access to SAM.gov opportunities
• AI-powered opportunity matching
• Quick import to War Rooms

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Playbooks Integration with Autopilot

Playbooks (saved guidance) can now be attached directly to Autopilot runs.

• Save frequently used guidance as Playbooks
• Load Playbooks directly in the Autopilot interface
• Reuse proven strategies across multiple proposals

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Agent vs Chat Mode

Added clear distinction between Agent and Chat modes in the writing interface.

• Agent Mode: Proactive AI that can make edits directly
• Chat Mode: Conversational AI that provides suggestions
• Mode indicator in the interface
• Improved context awareness in both modes

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SharePoint Integration

Launch of SharePoint integration for seamless document management.

• Direct access to SharePoint libraries
• Automatic sync with Data Shelf
• Support for Microsoft 365 authentication
• Bulk document import capabilities

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Document and Template Improvements

Enhanced Document Handling:

• Unified document viewer for SBIRs and whitepapers
• Markdown transforms now apply to pasted content
• Improved file name normalization

Template Updates:

• Better handling of headers in templates
• Enhanced draft generation tools
• Improved PWS (Performance Work Statement) handling in outlines

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Major Platform Updates

Features:

• Knowledge injection at top of chat for better context
• Automatic pilot seats addition to Stripe subscriptions
• Next steps modal after autopilot completion
• Mobile-optimized accounts table with card view

Improvements:

• Increased organization instructions limit from 4,000 to 6,000 characters
• Enhanced draft generation with clearer, simpler language
• Improved table copying between AI chat and document editor

Fixes:

• Resolved issues with document comments
• Fixed table of contents scrolling in outlines
• Addressed copy/paste errors
• Corrected page counting in generated documents

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Compliance and Review Enhancements

• Compliance review feature moved out of beta
• T&C reviewer now available to all users
• Improved filtering for active/inactive accounts
• Enhanced analytics tracking for Firehose feature