Using Dash

Overview

Dash is your ever present GovDash companion that is always available to help. It can provide you with summaries of opportunities and solicitations, details on your past performance, create documents like capability statements, draft emails, and even answer your questions about how to use GovDash features!

Accessing Dash

To access the Dash, click the blue-starry icon in the bottom right of GovDash. This is accessible on every page within GovDash!

Dash Modes

Dash has several modes that you can switch between depending on the task you’re trying to accomplish.

Chat

You can use the Chat mode to ask a question or provide your request. Dash has full context of your Data Library, Contract Cloud, solicitation package documents, and more, so the sky is the limit on what Dash can do for you.

You can ask Dash to summarize opportunities, provide key insight into task area requirements and your capabilities to perform them, help you answer data calls by pulling from your past performance, create capability statements, and much more.

Documents

By utilizing the Documents mode, Dash will spend more time analyzing your selected sources, producing more detailed documents and responses. This process takes longer than traditional responses, and a progress bar will show the current status of your request.

You can freely exit the chat window or navigate elsewhere in GovDash and Dash will continue to work in the background on your request. Once finished, you will receive a notification within the application as well as an email once it’s ready. You can view the completed document/request in Custom Docs on the left-hand side of GovDash.

The Documents mode also allows you to control the source of documents it will pull from when generating your content. As a reminder, you can access this source menu and make adjustments by clicking Source option above the chat box.

Support/GovDash Guides

By using the Support mode, Dash will scour the GovDash Help Center to answer your questions about GovDash functionality, features, and more. This is a great resource if you’re looking for more information on how to use GovDash!

Dash Controls

Attaching Documents

By default, Dash will utilize all of the context it needs within GovDash like your Data Library, Contract Cloud, the current page, and our guides to best meet the need. You can control the context by uploading specific documents from your Data Library, your device, or documents from SharePoint to limit the context to just those documents.

Further Controlling Sources

The Sources menu provides you with ability to limit Dash’s context with options like GovDash’s main clouds, Web Search, and direct access to GovDash’s Help Center. By limiting Dash’s available context, you can ensure that Dash’s scope is focused specifically on what you need Dash to know.

Web Search

Dash can also search the web when responding to your requests. To have Dash search the web, choose the Web Search option within the mode switcher and send your request! We recommend including “Using the web” as a prefix to your request to ensure Dash is checking the web for your request.

You can ask Dash things like:

• Using the web, what’s the latest on USDA contract trends?

• Using the web, who won the last DHS cyber award?

• Using the web, what are the active recompetes for NIH?

Dash will provide sources via links that you can click throughout the response that will take you directly to the source.

Disabling Web Search

If you’d like to disable the ability for Dash to search the web, navigate to Settings, Assistant, and then toggle Web Searching off to remove the Web Search button from Dash’s interface.

Checking Sources/Citations

While using Dash, you can highlight any text/response generated by Dash and check the sources that were used to generate it. This is especially helpful if you’re trying to decipher where Dash is getting information about a specific response in order to either update or remove the source document.

By selecting Check sources, a slide out window will appear that has your highlighted text and any citations/sources that were used to generate that text.

Canvas Mode

If you need to quickly generate documents, Dash has you covered.

For example, you can utilize Dash to generate a capability statement based on the current opportunity you’re looking at in your Pipeline. By simply being on the same page and asking the assistant to create a capability statement, it has full reference of the current opportunity on the page, your Contract Cloud, and your Data Library to quickly create the document within seconds.

For any reply that Dash gives you, you can click the Edit in canvas button to bring that reply right into the GovDash canvas editor.

You can ask Dash to create additional information and bring that data right into your live document by using the Copy function.

Once you’re ready to export your document, simply click in the top right hand corner of the editor to export the document in your company’s template! You can then use our Word Assistant to make even more improvements.

Learn more about Word Assistant

Want to learn more about how the Word Assistant can help you improve your custom documents and proposals? Check out our guide here!

Utilizing Dash for Outline Editing and Insights

Using Dash within your outline allows you to get deeper insights into your outline sections, compliance requirements, creating and editing outline sections, and more.

Simply open Dash within your outline and you can begin asking Dash questions like:

• Add a Table of Contents section under Volume I

• Perform a compliance crosswalk of my outline and highlight any missing sections

• Adjust the page target of [Section Name Here] to 5

• Remove all Glossary sections from my outline
  

Dash is able to review the solicitation package to do tasks like double checking your outline, answering questions about why specific sections were included, and explaining the structure and requirements. You can speak to Dash like you would a teammate!

When asking Dash to make specific changes to your outline, you’ll be able to confirm and verify the change before it’s actually made.

Visual indicators make every change traceable:

• Green: New sections

• Yellow: Edited sections

• Cyan: Moved (while retaining all citations and changes made to the section) sections

• Violet: Copied (while retaining all citations and changes made to the section) sections

• Red: Deleted sections

Chat History

Dash keeps a full, indefinite record of your conversations, questions, and requests. At any time, you can pull up your previous chats using the icon, which will be displayed in chronological order. To restore a previous session, click on the name of the session. You can also rename and delete sessions using the three-dot menu on the right.

Suggested Prompts

Suggested Prompts are provided based on the context of the page and the context of your conversations. These can be accessed above the chat window. By clicking the carrot/arrow, you can view what the prompt will be before it is sent to Dash.

Starting New Chats

At any point you can begin a new chat with Dash by selecting the button in the top right of the chat window. This will create a new chat while also placing your current chat in the history.