RFP Blitz - Easy

This is the RFP Blitz site. This link opens it with your account prepared for your session's level. Sign in if you are asked to, then check the results here after your run.

https://pathfinder.automationanywhere.com/challenges/training/Build_An_Agent_Resources/RFPBlitz/index.html?level=easy

This is the link to the control room you will be performing all hands on activities within.

https://aa-community.cloud.automationanywhere.digital/

Your session's build is in Bots/BAA/RFP Blitz/Easy_Ask it Straight.

The page below has all the API documentation for RFP Blitz.

View API Documentation

Steps:

1. Navigate to Easy_Ask it Straight/AS_AskItStraight and click the name to open it. Notice it is completely blank!
2. Click Model connection, type this name into the search box and pick it from the results:

   RFPBlitz_AskItStraight_API

   • This is Ask it Straight. It answers only from Veridian's approved documents, the Capability Catalog and the Scope Exclusions Standard, through Aisera, so it cannot make things up.
   • Leave Metadata and the AI Guardrail empty.
3. Under Input variables, click Add String. In Key, type its name:

   need

   • This is the client's requirement, in the client's own words.
4. In Value, give it a default value so you can test it straight away:

   We have hundreds of bots on another RPA platform and want to move them without a big-bang cutover.

   • Then click Submit.
5. In the User prompt, paste these two lines, exactly as they are:

   Client need: $need$
   Cite the CAP- and SE- ids you rely on and quote the deciding sentence exactly.

   • Leave the System prompt empty. Important: anything you type there is added to every search, so Ask it Straight starts answering a different question.
   • If you type it instead, typing $ opens a list of variables: pick need.
   • CAP- ids are capabilities in Veridian's Capability Catalog. SE- ids are clauses of its Scope Exclusions Standard, in the Policy Library.
6. Press Save. Then start a fresh conversation with Ask it Straight: open the Control Room link near the top of this page again, so the Control Room opens in a second tab. There, open Easy_Ask it Straight/AS_NewSession (it is already in your folder) and click Get response once.
   • Get response runs on your own device, so your device must be connected first. If you see Failed to get auto login credentials, your device is not set up yet: ask a facilitator.
   • It shows Error: Index: 0. That is expected: it ends the last conversation and returns no answer. Without it, Ask it Straight can answer your last question again alongside the new one.
   • Keep both tabs open: you come back to this AS_NewSession tab before each test below.
7. Back in the first tab, in AS_AskItStraight, click Get response. You should get a verdict that names a CAP- id and quotes a sentence from the Capability Catalog word for word. If it reads like marketing text, check the connection, and check the System prompt is still empty.
8. Now ask it the way clients really ask. For each wording below: click Get response once in the AS_NewSession tab, then back in AS_AskItStraight open the pencil on need (the input variable you added, in the panel on the right), swap its value for the wording, click Update and click Get response. First:

   Can you cover us overnight?

9. Then:

   If a bot fails at 3am, who fixes it before our morning shift starts?

   • Both ask the same thing: can you cover us overnight? The answer comes from Veridian's Scope Exclusions Standard, clause SE-2.6 (open it in the Policy Library on the site). Today it says the support window is 08:00 to 18:00 UK time on working days, and cover outside it, including overnight, weekends and round-the-clock monitoring, is excluded unless separately contracted. So each answer should give that window and cite SE-2.6, and none should promise 24-hour cover.
10. Press Save and close the skill. You can close the AS_NewSession tab too.
    • There is no need to put the first value back: when the process runs, it fills need with each must-have itself.

Steps:

1. Navigate to Easy_Ask it Straight/RB_CheckDeliverability and click the name to open it. It gets the must-haves still waiting for an answer from the RFP Blitz site (five today: RFP 17's first three, RFP 22's licensed tooling and RFP 23's overnight cover). For each one in turn it asks Ask it Straight whether Veridian can deliver it, turns the answer into a verdict line and records it on the site.
2. Find Loop: 3 times, and inside it If $strReply$ Equals to (empty). Take note: each try first starts a fresh conversation with Ask it Straight (AS_NewSession), so no answer depends on the one before, and the loop only asks again when the answer came back blank. Ask it Straight is not called yet: you add that call in the next steps.
3. Click the line String: Assign to $strSkillError$ to select it. In Actions, open AI Skill and double-click Execute: it lands directly below that line, still inside the If. You can drag it there instead.
4. Under AI Skill, click Choose, then the Browse button at the top right (not Search), and get Easy_Ask it Straight/AS_AskItStraight from there, in private.
5. Under Input values, set need to:

   Can Veridian deliver: $anyQuestion$

   • Typing $ opens a list of variables: pick anyQuestion from it, or paste the whole line.
6. Under Save the response to a variable, choose strReply. Under Error, choose strSkillError: its list opens upwards, so type the name to find it.
7. Press Save. The warning triangle on the new line clears once it saves. Close the task.

Steps:

1. On the RFP Blitz home page, press Prepare my account for Easy (Prepare again if it already says prepared) and press OK, so the morning starts fresh.
2. Navigate to Easy_Ask it Straight/PR_RFPBlitz, open it and press Run.
3. Get your key: at the bottom of the RFP Blitz home page, press Get your API key (on any other RFP Blitz page, open Account in the menu). On the Account page, press Copy next to your API key. Paste it into iStrApiKey and click Confirm.
4. Watch it in Co-Pilot. It takes about 3 to 5 minutes: it reads what is waiting, sends each must-have to Ask it Straight one at a time, drafts the response and files it.
   • To see the answers arrive, open the Governance Office on the site, then Capability Catalog, and refresh the page: each answer is added there as soon as Ask it Straight gives it.
   • At the end, the draft shows in the RFP Hub.
5. When it finishes, check the answers on that Capability Catalog page:
   • every answer has a verdict. A not covered answer may cite no id.
   • every SE- id it cites is a clause of the Scope Exclusions Standard: open the Policy Library.
   • RFP 23's overnight cover is tied to the 08:00 to 18:00 support window (SE-2.6), not promised round the clock.
6. Open Level Progress. The Ask it Straight lines should all be green.
   • If the first line says 0 of 5 asked, Ask it Straight was never called: your step in RB_CheckDeliverability is not in place yet. Nothing is recorded until it is.