> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meritmatch.io/llms.txt
> Use this file to discover all available pages before exploring further.

# MERIT Assistant: BD help inside your workspace

> Use the MERIT Assistant to ask questions about pursuits, partners, capture strategy, and your MERIT workspace.

The MERIT Assistant is built for government contracting business development. Use it when you want help making sense of a pursuit, preparing for a capture conversation, finding relevant partner context, or moving faster through routine BD work.

The assistant can use information available in your MERIT workspace, but it does not replace your team's judgment. Treat its answers as a starting point for review, discussion, and follow-up.

## Open the assistant

Look for the **MERIT Assistant** button in the bottom-right corner of signed-in pages. Click it to open the chat panel.

Type your question and click **Send**, or press **Enter** to send. Use **Shift+Enter** when you want to add a new line. Messages can be up to 2,000 characters.

The panel also includes controls to start a new conversation, expand the assistant, stop a running response, or close the panel.

## What to ask

You can ask the assistant for help with common BD workflows:

<CardGroup cols={2}>
  <Card title="Review your pipeline" icon="chart-gantt">
    Ask for a summary of active pursuits, upcoming priorities, or opportunities that may need attention.
  </Card>

  <Card title="Prepare for a pursuit" icon="file-magnifying-glass">
    Ask for a quick refresher on a pursuit before a meeting, capture review, or internal discussion.
  </Card>

  <Card title="Explore partner fit" icon="handshake">
    Ask for help thinking through teammate options, capability gaps, or partner search criteria.
  </Card>

  <Card title="Research company context" icon="shield-check">
    Ask about company details, registration context, or publicly available firm information when it is relevant to BD work.
  </Card>

  <Card title="Work through capture strategy" icon="book-open">
    Ask for help framing go/no-go considerations, capture questions, win themes, or next steps.
  </Card>

  <Card title="Draft workspace updates" icon="pencil">
    Ask the assistant to suggest updates to a pursuit. You review and approve any proposed changes before they are saved.
  </Card>
</CardGroup>

## Example prompts

Try prompts like:

* "Summarize my active pursuits."
* "What should I review before the next capture meeting?"
* "Help me think through partner gaps for this opportunity."
* "Draft suggested updates for this pursuit based on what we discussed."
* "What questions should we answer before making a bid decision?"

For best results, be specific about the pursuit, agency, partner type, or decision you are working on.

## Proposed edits

When the assistant suggests changes to a pursuit, MERIT shows the proposed update in the chat panel for review. The card includes the assistant's rationale and the fields it wants to change.

Use **Approve** to apply the proposed update, or **Reject** to discard it. Some proposals may ask for an extra confirmation before approval when the change affects important pursuit details.

<Note>
  The assistant does not directly edit your opportunity records. Proposed opportunity changes require your approval before they are saved.
</Note>

## What the assistant will not do

The MERIT Assistant is intentionally focused on GovCon BD. It may decline requests that are outside that scope.

It also will not:

* Replace your team's bid/no-bid decision
* Write a full proposal for submission
* Apply opportunity edits without approval
* Guarantee that external registration or market information is complete

## Usage limits

The assistant has usage limits to keep performance consistent across MERIT. If you reach a limit, the chat panel will show a message and let you know when to try again.

<Tip>
  If a response does not look right, refine your prompt with more context or update the pursuit first, then ask again.
</Tip>