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AI Configuration

Configure AI model preferences and behavior

Updated 2025-01-155 min read

AI Configuration

Fine-tune how Cothon's AI features work. Choose models, adjust behavior, and optimize for your use case.

AI Models

Available Models

Cothon uses state-of-the-art AI models:

ModelBest ForSpeed
Gemini 2.0 FlashFast analysis, general tasksVery Fast
Gemini 1.5 ProComplex analysis, long documentsFast
GPT-4oCreative writing, nuanced responsesMedium
Claude 3.5Detailed analysis, reasoningMedium

Selecting Default Model

  1. Go to Settings > AI > Models
  2. Choose your preferred default model
  3. Applied to all AI features unless overridden

Tip

Gemini 2.0 Flash offers the best balance of speed and quality for most tasks.

Feature-Specific Models

Override models for specific features:

FeatureRecommended Model
Requirement ExtractionGemini 1.5 Pro (handles long docs)
Proposal GenerationGPT-4o (better writing style)
Quick AnalysisGemini 2.0 Flash (fastest)
Deep AnalysisGemini 1.5 Pro (most thorough)

Extraction Settings

Extraction Mode

ModeDescriptionUse Case
ComprehensiveFull extraction, all detailsImportant RFPs
QuickKey requirements onlyInitial screening
StreamingReal-time extractionLong documents

Focus Areas

Customize what the AI looks for:

  • Technical Requirements - Specifications, standards
  • Compliance - Certifications, regulations
  • Timeline - Deadlines, milestones
  • Financial - Budget, pricing constraints
  • Experience - Past performance, qualifications

Extraction Accuracy

Balance speed vs. accuracy:

  • Fast - Quick results, may miss edge cases
  • Balanced (Default) - Good accuracy, reasonable speed
  • Thorough - Maximum accuracy, slower processing

Analysis Behavior

Strictness Level

How strictly the AI evaluates compliance:

LevelBehavior
LenientGives benefit of the doubt
StandardBalanced interpretation
StrictConservative, flag uncertainties

Capability Matching

Configure how capabilities match requirements:

  • Exact Match - Must match explicitly
  • Semantic Match (Default) - Understands similar meanings
  • Broad Match - More flexible interpretation

Confidence Thresholds

Set minimum confidence levels:

ThresholdEffect
High (80%+)Only show high-confidence matches
Medium (60%+)Include moderate confidence
Low (40%+)Show all potential matches

Proposal Generation

Writing Style

Choose the tone for generated proposals:

  • Professional - Formal, business-appropriate
  • Technical - Detail-oriented, precise
  • Conversational - Friendly, approachable
  • Concise - Brief, to-the-point

Section Preferences

Enable/disable proposal sections:

  1. Go to Settings > AI > Proposals
  2. Toggle sections on/off
  3. Reorder sections as needed

Default sections include:

  • Executive Summary
  • Technical Approach
  • Past Performance
  • Management Plan
  • Pricing Schedule

Auto-Enhancement

Automatically improve generated content:

  • Grammar Check - Fix errors automatically
  • Consistency - Maintain terminology
  • Compliance Language - Include required phrases

AI Assistant

Response Length

  • Concise - Brief, direct answers
  • Detailed - Comprehensive explanations
  • Adaptive - Matches question complexity

Conversation Memory

  • Full Context - Remembers entire conversation
  • Recent Only - Last 10 exchanges
  • Minimal - Each question independent

Proactive Suggestions

Enable AI to offer suggestions:

  • When viewing requirements
  • When writing proposals
  • When browsing opportunities

Note

Disable proactive suggestions if you prefer a quieter experience.

Performance Settings

Processing Priority

  • Quality - Best results, may be slower
  • Balanced - Good results, reasonable time
  • Speed - Fastest processing, may sacrifice detail

Concurrent Operations

Limit simultaneous AI operations:

SettingEffect
1Sequential, lowest resource use
3 (Default)Balanced parallelism
5Maximum speed, higher resource use

Caching

Enable AI response caching:

  • Faster repeated analyses
  • Reduced API usage
  • Cache expires after 24 hours

Cost Management

Usage Tracking

Monitor AI usage:

  1. Go to Settings > AI > Usage
  2. View:
    • Operations this month
    • Estimated cost
    • Usage by feature

Budget Limits

Set monthly limits (organization admins):

  1. Go to Settings > Organization > AI Budget
  2. Set maximum monthly spend
  3. Get alerts at 80% and 100%

Warning

Reaching budget limits may temporarily disable some AI features.

Custom Instructions

Global Instructions

Add instructions applied to all AI operations:

Example:
- Always use Canadian English spelling
- Reference ISO 9001:2015 standards when relevant
- Avoid acronyms without definitions

Feature-Specific Instructions

Add instructions for specific features:

  1. Go to Settings > AI > Custom Instructions
  2. Select feature (extraction, proposals, etc.)
  3. Add your instructions
  4. Save changes

Testing Configuration

Preview Mode

Test AI settings before applying:

  1. Click Test Configuration
  2. Upload a sample document
  3. See results with new settings
  4. Apply or adjust

A/B Comparison

Compare different configurations:

  1. Enable A/B Mode
  2. Set two configurations
  3. Run same document through both
  4. Compare results side-by-side

Resetting AI Settings

Restore defaults:

  1. Go to Settings > AI
  2. Click Reset to Defaults
  3. Confirm reset
  4. All AI settings return to factory defaults

Next Steps

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