What This Feature Does
Get instant AI-powered summaries of projects and companies that are tailored to your specific business objectives. Instead of reading through all the details, the AI analyses the information and tells you exactly what you need to know based on your goals—whether you're a subcontractor looking for tender opportunities, a service accommodation provider tracking project progress, or targeting specific project stages.
How AI Summaries Work
When you open a project or company page, you'll see an AI Summary section that automatically generates insights based on your business needs. Without customisation, you'll get a generic summary. With customisation, you'll get targeted information that helps you make quick decisions.
Example summary: "Planning approved, construction started 6 months ago. Too early for accommodation services."
This immediately tells you whether the opportunity is relevant to your business right now.
Customising AI Summaries for Your Business
Step 1: Access AI Settings
Click Settings (you'll find a link in the AI summary section or in the main settings menu)
Navigate to AI Settings
Step 2: Create Your Custom Prompt
Write a prompt that describes your business focus and what you need to know. Here's how to structure it:
Be specific about your business: "We provide serviced accommodation for construction workers on large projects."
Describe what matters to you: "We need to know if the project is at the right stage for our services—typically when construction is underway but before completion."
List key information you need:
Project stage and timeline
Construction start and end dates
Whether main contractors are appointed
Best time to reach out
Key contacts
Example prompt: "We provide serviced accommodation for construction workers. Focus on: 1) Is the project at the right stage for accommodation services (construction phase)? 2) When is the best time to reach out? 3) Who are the key contacts? 4) What is the project value and timeline?"
Step 3: Save Your Prompt
Click Create Prompt
Your new prompt will be saved to your account
Step 4: Set Your Default Prompt
You can create multiple prompts for different scenarios. The one marked as default will be used automatically for all AI summaries.
To change your default:
Click on the prompt you want to use
It will automatically become the default
When you refresh any project or company page, summaries will use this prompt
Using AI Summaries
Automatic Generation
When you open a project or company page, the AI summary loads automatically using your default prompt.
Ask Follow-Up Questions
You can chat with the AI about the project to dig deeper:
Example questions:
"What is the project value?"
"When is the best time to reach out?"
"When will the main contractor be appointed?"
"Are there contact details available?"
"Who should I contact about this project?"
The AI responds with specific information from the project data:
Project values and timelines
Key dates and milestones
Contact names, job titles, and companies
Email addresses and phone numbers
Recommendations on timing
Finding Contact Details
If the AI identifies a key contact, navigate to Roles and Companies on the project page to find their full details, including email addresses and phone numbers.
Creating Multiple Prompts
Why create multiple prompts? Different scenarios require different information. You might want:
Prompt 1 - Early-stage opportunities: "We target projects in pre-tender or planning stages. Flag if main contractors are already appointed."
Prompt 2 - Subcontractor focus: "We're mechanical subcontractors. Highlight MEP packages and identify if the main contractor has been appointed."
Prompt 3 - Service provision: "We provide temporary accommodation. Is the project at construction stage? When should we reach out?"
Switch your default prompt depending on what you're working on.
Key Benefits
Instant insights - No need to read through entire project pages
Business-focused - Tailored to your specific goals and services
Time-saving - Quickly identify relevant opportunities
Interactive - Ask follow-up questions for deeper information
Flexible - Create multiple prompts for different use cases
Always current - Summaries update as project information changes
Pro Tip
Write your prompt as if you're briefing a new team member about what your business does and what information matters most when evaluating an opportunity. The more specific you are, the more useful the AI summaries will be.
Need Help?
If you have questions or need assistance setting up your prompts, click the chat button in the bottom right corner.