Overview
Both Search and AI Chat are powerful — but knowing when to use each (and together) makes you far more effective.
When to Use Search
You need exact wording from a proposal.
Example: “Show me the section where we described ADA compliance.”
When to Use AI Chat
You need summaries or broader insights.
Example: “Summarize how we’ve approached ADA compliance in past proposals.”
Combined Workflow
Start with AI Chat to explore and get a summary.
Use Search to confirm and pull exact text.
Link the best examples into your pursuit or outline.
💡Pro Tip:
Share successful prompts with your team for consistency.