RFP responder

You’ll build an agent that takes an uploaded RFP, drafts answers from your approved response library, and returns them in a consistent, structured format ready to paste back.

The plan

1. Create the RFP agent
2. Load your answer library as a knowledge base
3. Let users upload the RFP document
4. Return answers as structured output
5. Give it a simple intake form

Step 1 — Create the agent

Create an agent in Agents. In System instructions, tell it to answer each RFP question using only the approved library, flag anything it can’t support, and never invent claims.

Step 2 — Build the answer library

Create a knowledge base and upload your security questionnaires, past winning answers, and product facts. Attach it so drafts reuse vetted language.

Step 3 — Accept the uploaded RFP

Turn on Accept files in the Capabilities tab so a user can attach the RFP document directly in chat for the agent to work through.

Step 4 — Return structured answers

Enable Structured output with a JSON schema such as an array of { question, answer, confidence, needs_review }. This keeps output uniform and easy to drop into a tracker.

Step 5 — Add an intake form

Give the agent a custom interface with the form schema builder for fields like client name and due date, so submissions arrive consistently. Test from the builder preview.

Where to go next

• Custom-UI form agent
• Knowledge base hygiene
• Structured output & JSON schema