Creating Your First Project

Project creation is the first step to automating your responses to RFPs and security questionnaires. By centralizing your documents and your questionnaire in a secure workspace, OptiValue.ai generates a first draft, identifies relevant evidence, and analyzes any gaps in your documentation.

Here is how to launch your analysis:

1. Project Initialization

• Navigate to the Projects tab in the left sidebar.

• Click the New project + button at the top of the interface.

2. Step 1/4: Project Information

• Project Name: Enter the name of your project (e.g., RFP).

• Description: Add a description to make it easier to search for later.

• Language: Select the desired response language from the dropdown menu (e.g., English).

• Click Next.

3. Step 2/4: Uploading the Questionnaire

• Import the file containing the questions (supported formats: .xlsx, .docx, .pdf).

• Use drag-and-drop or the file picker to upload your document (e.g., Exigences.AO.xlsx).

• Click Next.

4. Step 3/4: Selecting Reference Documents

This step defines the knowledge base the AI will use to generate answers.

Using existing documents

• Check the boxes for the relevant documents in the list.

• Use the Directory filters or the search bar to isolate specific folders.

Adding new documents

• If necessary, click the + icon in the Documents section.

• Create a new directory (e.g., New RFP Test).

• Upload your source files (PDF, DOCX, etc.) via drag-and-drop.

• Once the upload is finished (status: Completed), select them for the project.

• Click Next.

5. Step 4/4: Data Extraction and Verification

• Column Configuration: The tool automatically extracts data. Verify that the Requirements (Questions) and Answers columns match the correct columns in your source file (e.g., Column E for questions, Column F for answers).

• Preview: Review the data accuracy in the preview table.

• Click Launch Analysis.

6. Analysis and Results

Once the analysis is launched, you will access the project dashboard:

• Confidence Score: View the overall confidence index and the breakdown per question.

• Generated Answers: The AI suggests an answer for each question based on your reference documents.

• Sources: Each answer is linked to the source documents (e.g., 3c-DC2.pdf) with specific page references for verification.

• Actions: You can edit answers, manage sources, restart the analysis, or export the final project within the current page.