Article Summary
The Ask Question feature allows you to ask any question directly from the AutoRFP dashboard and receive instant answers based on your organization's content library. Use it to quickly respond to client inquiries, onboard new employees, or access institutional knowledge instantly. Available on the dashboard, via Slack, and Microsoft Teams integrations.
Estimated Time
2 minutes per question
Prerequisites
Active AutoRFP user account
Enabled Slack or Microsoft Teams integration
Step-by-Step Instructions
Method 1: Ask from Dashboard
Step 1: Access the Ask Question Feature
Log in to your AutoRFP Dashboard.
Locate the Ask Question input field (at the top of the main dashboard).
The question field is ready for your input.
Step 2: Enter Your Question
Type your question in the input field.
Ask anything relevant to your organization's knowledge:
Product features or specifications
Company policies or procedures
Technical capabilities
Compliance information
Service offerings
Implementation processes
Press Enter or click the Ask button.
Step 3: Review Generated Answer
AutoRFP searches your content library and generates an answer.
Review the answer for accuracy and completeness.
Step 4: Copy Answer to Clipboard
Click the Copy button next to the response.
The answer is copied to your clipboard.
Paste into client emails, documents, or other communications using Ctrl+V (Windows) or Cmd+V (Mac).
Step 5: Edit Answer in Response Editor (Optional)
Click the pencil icon next to the generated answer.
The Response Editor opens with advanced editing tools.
View which content from your library the answer references (displayed on the right side).
Use editing tools to refine the answer:
Apply writing actions (Shorten, Improve, Simplify)
Add custom instructions
Incorporate additional content snippets
Adjust tone or length
Copy the refined answer when satisfied.
🙋🏽 What if I want to restrict certain parts of my library to my team?
You can control which teams have access to specific content folders to ensure sensitive or department-specific information is only available to authorized users.
How to Set Content Permissions:
Navigate to Content Management from the main dashboard.
Locate the folder you want to restrict.
Click on the folder settings.
Select Permissions to restrict team access.
Save your permission settings.
What This Controls:
Content visibility in the content library
Which content the Ask Question feature can access for specific users
Content available for response generation based on user's team membership
Method 2: Ask via Slack Integration
Step 1: Use Slash Command
In any Slack channel, type
/ask-autorfpfollowed by your question.Press Enter.
AutoRFP responds with an answer in the channel.
Step 2: Direct Message the Bot
Find the AutoRFP bot in your Slack workspace.
Send a direct message with your question, type @autorfp followed by your question.
Receive an instant answer privately.
Note: See "Setting Up Slack Integration" article for integration setup.
Method 3: Ask via Microsoft Teams Integration
Step 1: Access AutoRFP Bot
Open Microsoft Teams.
Locate the AutoRFP app.
Send a message with your question.
Receive an instant answer in Teams.
Note: See "Setting Up Microsoft Teams Integration" article for integration setup.
💡 Tips & Best Practices
Content Quality:
Answer quality depends on content library completeness
Regularly update content library for accurate answers
Flag outdated answers and update source content
Populate library with frequently asked questions
Team Adoption:
Train new hires on Ask Question feature during onboarding
Encourage sales team to use feature during prospect calls
Share feature via Slack/Teams for easy access
Response Editor Benefits:
Use to understand which content sources informed the answer
Refine answers for specific audiences or contexts
Apply writing actions for tone or length adjustments
Learn what content exists in library for future reference
✋🏼 Common Mistakes to Avoid
Asking overly broad questions - results in generic or unfocused answers
Asking questions outside organization's knowledge domain - AutoRFP will only reference uploaded content
Not training new employees on this feature - missing valuable onboarding tool
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en