Documentation
RFxAI Docs
Everything you need to set up, configure, and get maximum value from the RFxAI platform.
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Full documentation is being published progressively. In the meantime, our onboarding team will walk you through everything. Contact us.
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Getting Started
- Account setup & onboarding
- Connecting your first tender source
- Uploading company knowledge
- Setting up team & permissions
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RFxFinder
- Configuring search preferences
- Alert & notification settings
- Export & integrations
- Scoring & prioritisation
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RFxBid
- Uploading RFP documents
- Running Go/No-Go analysis
- Generating bid responses
- Review & collaboration workflow
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RFxGen
- Creating RFP/RFQ templates
- Vendor evaluation setup
- Scoring matrices
- Workflow automation
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RFxBrain
- Document ingestion guide
- Knowledge base organisation
- Access control setup
- AI context configuration
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API & Integrations
- REST API reference
- Webhook configuration
- SharePoint / Teams integration
- Salesforce / HubSpot connectors
Need help?
Our onboarding team is available to guide you through setup and answer any questions.