RFP Blitz - Hard

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=hard

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/Hard_Do Your Homework.

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

View API Documentation

Steps:

1. Navigate to Hard_Do Your Homework/TB_ResearchRequester and click the name to open it. Notice it is completely blank! Its inputs and its output, dctClawResult, are already there, because the process passes them in.
2. In the Actions search box, type AI Agent (Local). Under AI Agent (Local), double-click Run (or drag it under Start). Its settings open on the right, top to bottom in the order below.
3. Under Model connection, choose AIAE - Agents.
   • The agent thinks through this connection, so there is no API key to find.
4. Under Goal / task, leave Text selected and paste the research goal:

   The research goal - click to copy

5. Take note: it says what to find out and how to prove it, not which page to click next. The agent works out the steps.
6. Max turns starts at 50: set it to 18.
7. Under Tools, Spreadsheet and PDF reader start switched on: switch them off. Switch on Web content and Browser use. Leave Computer use and Custom tools off.
8. Important: Browser use must be on. Two of the three research sites only show their records in a browser.
9. Under Capabilities, switch on Verbose logging and Validate goal/task completion. Leave Memory off.
10. Under Credentials, click Add credential. In Credential name, type:

    RFP Blitz API key

11. For Credential value, choose Insecure string, type the line below and click Add:

    $iStrApiKey$

    • It warns the value is not encrypted: that is expected, it only passes on the key the process was given.
12. Under Assign result to, choose Dictionary and pick dctClawResult.
13. Press Save and close the task.

Steps:

1. Navigate to Hard_Do Your Homework/AG_FirstDraft and open it. It rewrites the response to RFP 17 using what the research finds. Its role and plan are there; its goal is empty.
2. Go to Tools.
3. RB_AskTheDesk: press Add tool, select API Task, click Choose, then the Browse button at the top right (not Search), and get Hard_Do Your Homework/RB_AskTheDesk from there, in private. In its Tool description for AI, clear any text and paste:

   The product desk, Ask it Straight grounded in Aisera on the firm's own product and service documents: ask whether the firm can deliver one need, in plain words. Returns the verdict - yes, partly, no or not covered - with CAP- and SE- ids and the deciding sentence. It gives its whole answer the first time: ask each need once, because asking again in other words returns the same verdict. Use it when research raises something the RFP did not ask, or changes what we would promise.

4. Take note: RB_AskTheDesk is Ask it Straight, answering one need at a time from Veridian's approved documents. When the research turns up something new, the agent can check it with Ask it Straight before it writes a word.
5. Go to the Goal and paste:

   The response waiting has a researched version ready to file: every numbered item in the client's own numbering, each answered in the light of what the research found about this company, every new promise checked with the product desk, and every gap named. You are done when it is in your outputs for the next step to file, or when nothing is waiting.

6. Press Save and close the agent.

Steps:

1. Navigate to Hard_Do Your Homework/PR_RFPBlitz and open it.
2. Between WhatsWaiting and DraftV2, click the connecting line and press the red X in the toolbar to remove it. If the red X is hidden, first close the panel on the right with the arrow on its edge. The steps below turn grey until they are connected again.
3. Drag a Bot from the Elements list onto the canvas, beside them. Set the Element ID to Research.
4. Set its Task name to:

   Stage 10: Research the requesting company on the public sites (Do Your Homework, Enterprise Claw)

5. Under Bot, click Choose, then the Browse button at the top right (not Search), and get Hard_Do Your Homework/TB_ResearchRequester from there, in private.
6. Its five Input values appear, each with a box to tick. Tick each one and set it as below. Leave Execution mode on Remote execution.
7. Tick iStrAnonKey and set it to the site's public key:

   sb_publishable_Wry9SxNq6xZPhhyFUj-Ajg_2M842y2o

8. Tick iStrApiKey and set it to:

   $iStrApiKey$

9. Tick iStrDocBase and set it to:

   https://towxvllskvdvhweczlew.supabase.co/storage/v1/object/public/rfp-source-docs/

10. Tick iStrLimit and set it to:

    all

11. Tick iStrRestBase and set it to:

    https://towxvllskvdvhweczlew.supabase.co

12. Connect WhatsWaiting to Research, and Research to DraftV2: point at a step to show its dots, then drag from the dot at the bottom of one step to the dot on the next.
13. Press Save. Keep the process open: you run it from here in Action Four.

Steps:

1. On the RFP Blitz home page, press Prepare my account for Hard (Prepare again if it already says prepared) and press OK, so the morning starts fresh.
2. Make sure your device is connected before you press Run. The research step runs on it.
3. Back in PR_RFPBlitz, which is still open from Action Three, press Run.
   • If you closed it, navigate to Hard_Do Your Homework/PR_RFPBlitz and open it.
4. 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.
5. Watch it in Co-Pilot. The research agent, running on your device, researches Vireo Mobile Networks on Ledgerpoint, Fundwire and Rolecast, the agent rewrites the response using what it finds, then the partner and legal sign-offs run. This takes about 8 to 12 minutes before the form arrives.
6. When the form arrives, read the rule, then the whole version, top to bottom: the sign-offs, what the research found, and the response.
   • Submit only when both sign-offs say approved and you would put your name to it as written.
   • Hold it back if anything in it is wrong about Vireo, or if it promises something in this pilot that the research (Ledgerpoint, Fundwire and Rolecast) says is not ready.
7. Give your reason (at least 20 characters), type your name and press Record decision.
8. If you held it back, open PR_RFPBlitz and press Run again, without preparing your account: the agent rewrites the response from the sign-offs' comments and your reason, and the sign-offs run again. Judge the new version the same way, until one is right to submit.
9. Open Level Progress. The Do Your Homework lines should all be green.