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Agent Mode

In Agent Mode BidBot searches across your data sources at once, and can take actions - creating Q&A pairs, raising flagged items and editing project pipelines.

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Written by henry brogan

Agent Mode lets BidBot operate as an active bidding agent rather than a question-and-answer assistant. It can search several data sources at once, interpret dense tender documentation, perform structured analysis, and take actions on your behalf.

What BidBot can do in Agent Mode

  • Search, retrieve and work from the Bid Library

  • Search, retrieve, edit and add to the Q&A Store

  • Search existing projects, including tender documents, extracted questions, tasks and milestones

  • Work across dense tender documentation — extracting questions, summarising opportunities, and applying custom go/no-go frameworks

  • Create, edit and restructure project pipelines, tasks and timelines

  • Edit, amend, evaluate and critique drafted answers

  • Search BidSearch, where the add-on is enabled

These can be used individually or combined in a single request.

Tooling

Tooling is the set of modular capabilities that let BidBot perform specific actions inside BidScript. It is how BidBot grows alongside the platform — new capabilities appear without changing how you interact with it.

Data sources

Bid Library

Your organisation's policies, templates and reference materials — both short-form facts and long-form narrative evidence.

BidBot searches the Bid Library by default. Every response includes a source trace showing which documents and sections it drew on, so you can verify any claim before it reaches a submission.

Three ways of asking, depending on what you need:

Short-form facts

Keep it specific and concise. "What is our company registration number?" or "What is the expiry date of our public liability insurance?"

Grouping scattered information

Frame the request in full sentences with detailed requirements. "List all insurance types, certificate numbers, underwriters and expiry dates for our policies."

Long-form content

Expect to iterate. "Using our Bid Library, draft a 300-word response on our environmental management approach."

Always select your libraries first. See Using Specific Libraries.

Q&A Store

Your archive of pre-approved question-and-answer pairs, mostly drawn from past bids.

Ask BidBot to search it when you want to reuse or build on an existing answer:

  • "Find our standard response to data protection requirements."

  • "Retrieve the answer used for our project mobilisation process."

Specificity matters most here. Exact question text or distinctive keywords return the best matches, because the Q&A Store is searched on the words used rather than on meaning. See Smart Search.

BidSearch

Where the BidSearch add-on is enabled, BidBot can search live and historical tenders, contract notices and planning applications.

Narrow the search by document type, region or buyer, value range, publication dates, keywords, CPV codes or buyer type — and say whether you want a list or detailed summaries.

  • "Find all open tenders containing the keywords Construction, Demolition or Waste Management, in the United Kingdom, with a deadline no earlier than 1 January 2026."

  • "Find open facilities management tenders in the UK over £250,000 closing within 30 days."

  • "Search for software development contracts from NHS Trusts."

BidBot returns a structured list, each result with a summary and a link to the original source.

The web

BidBot can search public sources when you explicitly enable it. It is never enabled automatically. See Web Search.

Actions BidBot can take

Agent Mode is not only about retrieval. BidBot can create and change things for you.

Add an answer to the Q&A Store

When you have developed a strong answer with BidBot, add it straight to your Q&A Store:

Add this as a new Q&A pair in the Q&A Store.

You can also paste a question and answer into the chat and ask BidBot to categorise and upload it. This is how good material gets captured at the moment it is written, rather than being lost in a chat nobody reopens.

Raise a flagged item

If you notice something missing, out of date or wrong while working with BidBot, you can raise a flagged item without leaving the conversation.

  • Select the passage of text concerned, or

  • Simply ask BidBot to create a flagged item.

BidBot creates the flag, which then appears on the Bid Library's Health dashboard, recording which library it relates to, who raised it, what needs adding, why it matters, and an example of the kind of document that would resolve it. From there it can be assigned and resolved.

This is deliberately low-friction: the person who notices a gap is rarely the person who will fill it, and asking them to go and find the Health dashboard is how gaps go unrecorded. See Bid Library health dashboard.

Build and change project pipelines

BidBot can generate a task pipeline from tender documents, then restructure it, move dates and assign people. See Building your project pipeline.

Working with projects

When you reference a project, BidBot can reach everything in it — uploaded tender documents, extracted questions, evaluation criteria, tasks and progress data.

Name the project explicitly:

Hey BidBot — within the {Project Name} project in our project hub, extract all stated pass/fail criteria.

This keeps BidBot focused on the relevant project rather than searching more widely than you intended.

Related articles

  • Analysing tender documents with BidBot — executive briefings, bid summaries and scoring evaluation.

  • Using Specific Libraries — grounding BidBot before you ask.

  • Web Search — bringing in public sources.

  • Bid Library health dashboard — where flagged items go.

  • Adding Q&A Pairs — building your reusable answer archive.

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