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An answer profile sets the style Realm writes RFP answers in: how long they are and any writing instructions, such as tone of voice, terminology, or spelling. Profiles apply whichever assistant fills the RFP.

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Managing profiles

Administrators manage profiles under Settings > RFP settings > Answer profiles. Each profile has:
  • Name, for example “Enterprise RFPs” or “Public sector”.
  • Answer length: Concise covers the pertinent facts in as few words as possible. Detailed expands on how the requirement is met, using the specifics in your sources.
  • Instructions: free-form writing guidance, such as “Write in the first person plural. Refer to the product by its full name.”
You can create as many profiles as you need. One profile is the organization default and is used wherever nothing else is chosen.

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Testing a profile

Open a profile and expand Test this profile. Paste an RFP question, or pick one from your Answer Library or the example questions, and click Generate answers. Realm answers the question from your knowledge twice, side by side: once using your draft and once using the profile named in Compare against, so you can see what an instruction changes before you save it. Nothing is written to any RFP. Compare against starts on the saved version of the profile you opened, and can be changed to any of your other profiles. A profile you are still creating starts against your organization’s default profile. Your organization’s first profile has nothing to compare against, so it is answered on its own.

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Choosing a profile

  • RFP: in the RFP’s settings, pick the profile for that RFP. It defaults to the organization default.
  • Section: in the fill bar, a section can pick its own profile, overriding the RFP’s.
  • Regeneration: when regenerating one answer, a row, or a selection of cells, choose a profile for that regeneration only.
  • Chat on an RFP page: a pasted question uses the RFP’s profile unless you name another.