​
System Requirements

  • Supported browsers - Chrome 64+, Edge 79+, Firefox 67+, Opera 51+, Safari 12+.
  • Minimum server requirements (if self-hosted).
  • Recommended network speed.

​
Installation setup

  • Step-by-step guide for deploying the application (if applicable).
  • Environment setup (e.g, environment variables for database and AI SDK) - The environment variables needed are:
DATABASE_URL=
AUTH_SECRET= 
OPENAI_API_KEY=
SENTRY_AUTH_TOKEN=
AUTH_URL=
NEXT_PUBLIC_AUTH_URL=
AUTH_TRUST_HOST=true
NEXT_PUBLIC_SITE_URL=

NEXT_PUBLIC_STRIPE_PUBLIC_KEY=
STRIPE_SECRET_KEY=

SECRET_KEY=

NEXT_PUBLIC_APP_MODE=   # Possible values: 'saas' or 'standalone'

GITHUB_TOKEN=
NEXT_PUBLIC_POSTHOG_KEY=
NEXT_PUBLIC_POSTHOG_HOST=
NODE_ENV = 


NEXT_PUBLIC_SAM_API=

ELK_URL = 
ELK_PWD = 
ELK_USERNAME = 

# API gateway
NEXT_PUBLIC_API_URL=
NEXT_PUBLIC_OPP_URL=
NEXT_PUBLIC_PYTHON_URL=
NEXT_PUBLIC_IS_URL=

# NEXT_PUBLIC_API_URL=
# NEXT_PUBLIC_OPP_URL=

NEXT_PUBLIC_VAPID_PUBLIC_KEY=
VAPID_PRIVATE_KEY=

GOOGLE_AUTH_CLIENT_ID=
GOOGLE_AUTH_CLIENT_SECRET=

SHAREPOINT_CLIENT_ID=
SHAREPOINT_CLIENT_SECRET=
CLIENT_ID=

# SHAREPOINT_SITE_ID=""
STRIPE_WEBHOOK_SECRET=
DISCORD_WEBHOOK_URL=

​
Quick Start

  • Logging in or setting up an account:
  • From the home page, click “Log In”.
  • If you have an account, enter your email address and password and log in.
Screenshot(146) Pn
  • If you do not have an account, select the Sign Up option to be directed to the account registration page.

​
Enter Company Details

Fill in the following company information: Screenshot(147) Pn
  • Company name
  • Company domain
  • Address (street address)
  • Country
  • State
  • City
  • ZIP code

​
Enter Personal Details

Provide your personal information:
  • First name
  • Last name
  • Email address (must be a work email)
  • Password

​
Complete Registration

To complete the signup process, click the ‘Submit’ button.

​
Account Creation Requirements

Your account will be successfully created only if these conditions are met:

​
Email Requirements

  • Must use a work email address (not a personal email).

​
Domain Restrictions

  • The work domain (e.g., skyrimtech.com) must not have been registered before.
  • Only one person per company can sign up through the registration page.
  • The primary admin must invite additional team members.

​
Important Notes

  • The first person to register from a company becomes the primary admin
  • All other employees from the same company must receive invitations from the primary admin
  • Personal email addresses (Gmail, Yahoo, etc.) are not accepted
  • Click sign up, and your account will be created if it satisfies all the following conditions:
  • The email address used must be a work email.
  • The work domain (e.g. adeptengr.com) must not have been registered before. i.e., Only one person from a company can sign up from the sign-up page; the primary admin will invite others.

​
Main Dashboard Overview

The main dashboard provides comprehensive access to all platform features and tools. Here’s what you can access:

​
Core Features

​
Home

Your central command center featuring:
  • Interactive charts and visualizations.
  • Summary of opportunities, awards, and forecasts.
  • Data filtered by your selected NAICS codes.
  • Key performance metrics at a glance.

​
Opportunities (SAM/CUSTOM)

Complete opportunity management hub where you can:
  • View opportunities from each government agency.
  • Filter by your tracked NAICS codes.
  • Track specific opportunities of interest.
  • Discard unwanted opportunities.
  • Users can also generate proposals from SAM and Custom opportunities.
  • Access detailed information for each opportunity.

​
Workspace Tools

​
Team Simulation

  • Analyzes your organization’s fit based on opportunity requirements.
  • Compares your capabilities with those of other partners.
  • Helps you select the most suitable team or collaborator for a given contract.
Each opportunity may have its own set of requirements (e.g., “Proposal should not exceed 12 pages”), and the simulation will check how well you meet those criteria.

​
Settings

Customize your workspace experience:
  • Adjust workspace-specific preferences.
  • Configure notification settings.
  • Manage display options.

​
My Desk

Your personal opportunity management center:
  • View all tracked opportunities.
  • Review discarded opportunities.
  • Organize and prioritize your pipeline.

​
Administrator

Comprehensive organizational management (admin access required):
  • Manage user accounts and permissions.
  • Oversee partner relationships.
  • Organize teams and assign roles.
  • Monitor proposal submissions across your organization.

​
Documents

Centralized document management system:
  • Upload company documents and templates.
  • Organize files by category or project.
  • Access shared organizational resources.
  • Maintain version control.

​
Proposal Generation

Streamlined proposal creation and editing:
  • Create new proposals for opportunities.
  • Edit and refine existing proposals.
  • Collaborate with team members.
  • Track proposal status and submissions.

​
Categories

Users can assign categories to documents to:
  • Organize files efficiently.
  • Enable search and filtering.
  • Group related content under custom or predefined labels.
  • Streamline proposal and content management within the workspace.

​
Support Icon

The Support icon at the bottom right of the screen provides quick access to help resources. From here, users can explore available features, view product documentation, or contact customer support for assistance.