AI Guidance

The AI Guidance feature empowers your team to guide the AI in writing proposals that consistently reflect your agency's voice while adapting to each client's unique communication style. Think of it as a set of custom rules applied to every proposal the AI generates – helping you sound professional, consistent, and tailored to your audience.

To access the AI Guidance feature, navigate to your Bidding Settings in your Job Search section, then go to AI Settings (Step 3) and scroll down to find AI Guidance.

Using AI Guidance is straightforward: simply enable the feature and enter your custom rules and preferences in the System Instructions field. These instructions will then be applied to every proposal the AI generates for your team.

Here are some effective system instructions to help you get the most out of AI Guidance:

Proposal Structure

Define how you want your proposals organized for maximum impact. This ensures consistency across all your team's communications.

Example: "Start with a warm intro, list 2-3 tailored benefits, then end with a CTA to schedule a call"

Proposal Length

Set boundaries to keep proposals focused and readable. This prevents overly lengthy or too-brief responses that might not serve your goals.

Example: "Keep proposals between 100-150 words unless complexity requires more"

Tone of Voice

Use this instruction to automatically adjust your communication style based on the client. This helps you match professional expectations across different industries.

Example: "Match the client's tone. Formal for corporate posts, conversational for startups. Add emojis for informal posts, none for formal ones"

Key Strengths to Highlight

Tell the AI which strengths to emphasize based on your agency's unique value proposition. This ensures your competitive advantages are always front and center.

Example: "Always mention our 24/7 support and satisfaction guarantee"

Focus Areas

Direct attention to what matters most to your clients. This ensures your proposals always highlight the most relevant value propositions.

Example: "Focus on results and ROI rather than technical details"

Topics to Avoid

Prevent potentially problematic discussions before they start. This helps maintain professionalism and avoid common pitfalls.

Example: "Don't discuss competitor comparisons or mention specific pricing until scope is defined"

Handling Budget Questions

Set clear guidelines for pricing discussions. This helps you navigate sensitive financial conversations professionally.

Example: "When clients ask for pricing upfront, respond with clarifying questions about project scope, timeline, and specific requirements to provide an accurate quote later."

By implementing these system instructions, you'll create a more consistent and effective proposal process that saves time while improving your success rate.

Here's how AI Guidance transforms your proposals in real-time:

System Instructions Used:

Client's Job Post:

AI-Generated Cover Letter:

Can't get AI Guidance working the way you want? Contact our team at [email protected]