Agent Mode vs Chat Mode

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Chat Mode

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What Chat Mode Does

• Conversational assistance: Provides advice, explanations, and recommendations
• Document analysis: Can read and analyze your current document content
• Knowledge retrieval: Searches through your organization’s knowledge base
• Research capabilities: Can look up company information, past performance, and federal spending data
• Reference document processing: Can analyze uploaded reference documents

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What Chat Mode Cannot Do

• No document editing: Cannot make direct suggestions or edits to your document
• No document modifications: Cannot insert, modify, or delete content in the editor
• Read-only interaction: Can only provide guidance and recommendations

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When to Use Chat Mode

• Getting advice about document structure or content
• Asking questions about your organization’s capabilities
• Researching information for your proposals
• Understanding compliance requirements
• General consultation and guidance

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Agent Mode

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What Agent Mode Does

• Document suggestions: Creates inline suggestions that appear directly in your document editor
• Content modifications: Can suggest changes to existing text with rich formatting
• Content insertions: Can suggest new sections, paragraphs, or content to be added
• Content deletions: Can suggest removing specific sections or content
• Interactive editing: Users can accept or reject suggestions individually

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How Agent Mode Works

1. Analyze the request: Understands what changes you want made
2. Create formatted suggestions: Generates formatted suggestions with proper styling
3. Display inline: Shows suggestions directly in your document editor
4. Allow user control: You can accept, reject, or modify each suggestion

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Agent Mode Capabilities

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Suggestion Types

• Modification: Changes existing content while preserving structure
• Insertion: Adds new content at specific locations
• Deletion: Removes entire sections or content blocks

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Rich Formatting Support

• Headings:
• Lists: Bulleted (* Item) and numbered (1. Item)
• Emphasis: Bold (**text**) and italic (*text*)
• Tables: Full table syntax
• Links: [link text](URL)

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Table Handling

• Provides complete table structure
• Supports adding/removing rows and columns
• Maintains proper table formatting

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When to Use Agent Mode

• Making direct edits to your document
• Adding new sections or content
• Improving existing text quality
• Restructuring document content
• Implementing compliance suggestions
• Making formatting improvements

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Key Differences

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Switching Between Modes

• Chat: Conversational assistance only
• Agent: Full document editing capabilities

• Persistent: Remains active until manually changed
• Document-specific: Can be different for each document
• Real-time: Changes take effect immediately

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Best Practices

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For Chat Mode

• Use for exploratory questions and research
• Ask for guidance before making manual changes
• Great for understanding requirements and compliance
• Ideal for brainstorming and planning

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For Agent Mode

• Enable when you want direct document improvements
• Review all suggestions before accepting
• Use for iterative content refinement
• Combine with your subject matter expertise

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Security and Control

• User control: All suggestions require your explicit approval
• Individual decisions: Accept or reject each suggestion separately
• Change tracking: Complete history of all suggested changes
• Easy rollback: Version history lets you undo any changes

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Getting Started

1. Try Chat Mode first to understand what the AI can help with
2. Switch to Agent Mode when you’re ready for direct document editing
3. Review all suggestions before accepting them
4. Combine both modes for the most effective workflow