First Project Setup
Create a project, build its knowledge base, and produce your first draft.
A project is a self-contained workspace for one bid or opportunity. It holds its own knowledge base, drafts, and settings.
Create a project
- 1From the dashboard, click New Project and give it a clear name (e.g. the tender reference).
- 2Choose the model the project should use (local or, on paid tiers, a configured cloud model).
- 3Open the project to start adding knowledge.
Build the knowledge base
Add the documents the AI should ground its answers in — past winning proposals, capability statements, certifications, product sheets. CrestBid indexes them locally. See Knowledge Base Ingestion.
Generate your first response
- 1Open Response Studio inside the project.
- 2Paste a requirement or question from the tender document.
- 3Generate a draft grounded in your knowledge base, then edit and accept it.
Accepting and refining drafts trains the
Cognitive Flywheel, so each project gets better at sounding like your best work.