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Documentation Index

Fetch the complete documentation index at: https://docs.meritmatch.io/llms.txt

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Gate fill helps you move faster when a pursuit has missing Gate Tracker fields. MERIT Assistant can draft suggested values for empty fields in the stage you are viewing, then you decide which suggestions belong in the capture record. Nothing saves automatically. Reviewing suggestions, selecting checkboxes, or dismissing the panel does not change the pursuit. Fields update only when you apply selected suggestions.

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Run gate fill

1

Open the Gate Tracker

Open a pursuit workspace, click Gate Tracker, and select Fields.
2

Choose the stage

Use the stage tabs to select Identification, Qualification, or Capture. Gate fill drafts suggestions for the selected stage.
3

Click Fill with MERIT Assistant

At the top of the Fields tab, click Fill with MERIT Assistant. MERIT starts drafting suggestions for fields in that stage that do not already have values.
4

Review the suggestions

Each suggestion shows the field name, a proposed value, a confidence label, and a short rationale. Low-confidence suggestions are shown for review but are not selected by default.
5

Apply selected suggestions

Select the suggestions you want to keep, then click Apply. To close the panel without saving any suggestions, click Dismiss.
You need edit access to the pursuit to use gate fill. Read-only users can view pursuit information but cannot apply assistant-generated field suggestions.

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What gate fill uses

Gate fill uses the pursuit information and Gate Tracker values already available for the opportunity. The more context your team has entered, the more useful the suggestions are likely to be. Before running gate fill, it helps to fill in obvious basics such as the opportunity title, agency or customer, notice type, key dates, and a short description if you have them.

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Empty fields only

Gate fill is designed to help with missing information. It skips fields that already have values, so it will not overwrite existing Gate Tracker content. If you want to change a field that is already filled in, edit that field directly in the tracker.

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Review confidence

Confidence labels help you prioritize review:
  • High means MERIT found stronger support in the available pursuit context.
  • Medium means the suggestion may be useful, but should still be checked.
  • Low means the assistant had limited context and left the suggestion unselected.
Use these labels as review cues, not as guarantees. Always check assistant-generated content before applying it to a pursuit.

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Supported stages

Gate fill works in all three Gate Tracker stages:
  • Identification
  • Qualification
  • Capture
The suggestions are based on the stage you are viewing when you click Fill with MERIT Assistant.

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Usage limits

Gate fill has usage limits to keep MERIT Assistant responsive. If you reach a limit, MERIT will show an error message and let you know when to try again.