Chat with Sammy

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Where Sammy Lives

Sammy is the same assistant everywhere — the same tools, the same approval flow, the same citation system — but the context it starts with changes depending on where you open it from.

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The Docked Panel

• Ask Sammy button — in the top navigation bar on any page, opens the docked panel without navigating away. It’s resizable — drag its left edge — and reserves its own space rather than covering the page.
• Dashboard search box — on your home Dashboard, the search box prompts “Ask Sammy to…” with rotating suggestions like find opportunities, draft an email, or summarize my pursuits.
• Wherever you open it from, the docked panel already knows what you’re looking at — an opportunity, a journey, a proposal draft — and answers accordingly, the same way Sammy does from its full chat page.

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What Sammy Can Do

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Redesigning Your Dashboard

This is one of Sammy’s least-obvious capabilities: you can ask it to change how your home Dashboard looks, in plain language — “put my overdue tasks at the top” or “show me a bigger recommendations widget.” Sammy proposes a schematic layout preview (not the live dashboard, just its shape) with a summary of the change. Click Apply to dashboard to make it real, or Cancel to dismiss the suggestion. Once applied, you can ask Sammy to tweak it further, or just say “reset my dashboard” to go back to the default.

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Charts in Chat

Ask Sammy for a chart — a breakdown of your pipeline by stage, a comparison of set-aside types, agency spending in your NAICS codes — and it renders directly in the conversation, with a one-click Copy as image to paste it elsewhere.

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Human-in-the-Loop Approval

Some of what Sammy can do changes real data in your account — creating tasks, moving a journey’s stage, saving an opportunity, updating your compliance matrix, editing your Company Profile. For any of these, Sammy pauses and asks first. You’ll see a banner reading:

Sammy needs your approval before applying this change

with the specific proposed change shown above it — for example, which tasks will be created, which journey column a pursuit will move to, or which compliance requirements will be added or updated — and two buttons: Decline and Approve. Nothing is applied until you click Approve; Decline discards the proposed change entirely. There’s no partial-approval or edit-before-approving option — it’s a straight yes/no on exactly what’s shown.

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Uploading & Referencing Documents

Uploading a file directly into the chat composer:

• Up to 50 MB per file, 150 MB total per request, and 20 files per request
• Accepted types: .pdf .doc .docx .xls .xlsx .pptx .csv .txt, plus common image formats

Referencing a document without uploading it — type @ in the chat input to open a picker over your Company Profile documents and the current opportunity’s or journey’s attachments. This is often faster than uploading, since anything already in your Company Profile or a journey is already indexed.

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Suggested Prompts & the Prompt Library

When you open a new chat, Sammy shows three suggested prompts tailored to where you are — different sets for the global assistant, an opportunity page, a journey, an SBIR/STTR topic, the proposal editor, and Fill & Sign. If you’ve pinned any prompts, those replace the suggestions. Click Browse prompt library to open the full curated collection, organized into nine categories:

• Contract Analysis & Understanding — requirements, scope, deadlines, evaluation criteria
• Opportunity Assessment — bid/no-bid analysis, competitive landscape, capability match
• Proposal Development — drafting, refinement, compliance and formatting checks
• Document Analysis — summarizing, extracting deadlines/deliverables, comparing versions
• Strategic Planning — win strategy, resource planning, business development
• AI-Assisted Writing — generating ideas, tightening prose, restructuring content
• Technical Assistance — technical requirements, solution approaches
• Performance & Past Experience — capability statements, past-performance narratives
• Proposal Strategy — competitive positioning, pricing strategy

Search, filter by category or Favorites, and star any prompt to pin it to your new-chat screen.

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Your own prompts

Click New prompt in the library to write your own: give it an optional title, write the prompt, and click Save prompt. It’s added under Your prompts. Saving a prompt you already have just tells you it’s already in your prompts. To change a saved prompt, hover over it in Your prompts and click the pencil (Edit prompt). The same editor opens with your text filled in; make your changes and click Save changes. If the save is refused — for example, because the new text duplicates another saved prompt — you’ll see an error and the editor stays open with your text intact, so nothing is lost. The trash icon next to the pencil deletes the prompt.

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Citations

When Sammy’s answer draws on an uploaded or referenced document, you’ll see small numbered citation chips inline in the response ([1], [2], or [N sources] when several are bundled together). Click one to jump straight to the cited page in the document viewer, with the exact passage highlighted — not just the right page, but the right sentence. When Sammy references a specific opportunity or partner from a search it ran, that shows up as a full result card right in the conversation (with Save / Start Journey actions), or — if it’s mentioned inline in a sentence — as a small hoverable chip with a preview.

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Analyzing an Opportunity with Sammy

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Memory

Sammy remembers key facts about your company and about you, split into two types:

• Company Learnings — what Sammy has learned about your business from your profile and documents, shared across your organization
• Your Memories — personal facts and preferences Sammy has picked up from your own conversations, visible only to you

A related, separate stream — Learned From Your Feedback — captures the patterns Sammy infers from your thumbs up/down ratings on opportunities. These patterns can raise or lower a future opportunity’s recommendation score, but they never disqualify one outright. View and manage all three in the Memories tab of your Company Profile. To update what Sammy knows, just tell it — “We now have a CMMC Level 1 certification,” or “Our focus market is DoD cybersecurity.”

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Tips

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FAQ