Using Executive Summary Agent (EAP)

Overview

This feature is part of our Early Access Program, which allows select customers to try upcoming beta features that are clearly labeled in the product. As part of this program, you can explore new capabilities, provide feedback, and help shape their development. To join the Early Access Program, contact your Customer Success Manager (CSM) or Account Manager (AM) to request access.

This feature is available only if Responsive AI is enabled for your organization. Contact support@responsive.io to access this feature or request enablement.

You can use the Executive Summary Agent to craft an executive summary (overview) of a completed project that can be used as a cover letter.

Responsive AI uses the following to generate an overview of the company:

• Instructions you enter into Ask.
• A default template from Responsive.
• Another file with a template or a sample executive summary.

Once finished, the summary is stored as a separate section so you can easily export it with the rest of the project.

Why use Executive Summary Agent?

After finishing a proposal response, you may have to craft an executive summary as a cover letter to provide an overview of the response to the decision makers. This can be a time-consuming process, and presented the following difficulties:

• The summary might not be tailored to a specific audience, or take their needs and preferences into consideration. Without this customization, the summary might not resonate with the audience and it would be less effective.
• Key themes might be missing that highlight key benefits and advantages of your product and company, weakening the persuasive power of the summary.
• The summary might miss important details like problem statements, proposed solutions, and benefits that would effectively communicate your core message.
• The summary might be too long. An overly long summary could bore readers and obscure important points.

Using Executive Summary Agent

1. Click Ask at the top of the page, then select Executive Summary Agent. The Executive Summary Agent launches in a separate browser window.
   
2. Upload an RFP and a template to provide the structure of the summary, then enter your instructions on what you want the focus of the summary to be.
   
3. Click Send or press Enter.
4. When the process is finished, select View Detailed Summary in Canvas or click the Download icon.
   
5. If you click View Detailed Summary in Canvas, your summary appears on the right pane. You can edit it, download it or copy it. You can also enter additional instructions in the chat window on the left to prompt the Executive Summary agent to revise the summary and display it in the right pane again. You can also ask the agent to regenerate part of the summary (for example, if you want the benefits to be listed as bullet points).
   
6. Click into the summary to edit it directly. A formatting toolbar appears at the top of the pane to help you.
   
7. When you are finished, click Copy or Download. Your summary is ready to be included with your response.