Using GovCon Copilot
The agent sits on every screen, knows the page you are on, and does the work for you.
GovCon Copilot, the CLEATUS AI agent, is more than a chatbot. You open it as Ask CLEATUS. It plans, calls tools, and does real multi-step GovCon work. It is on every screen of the dashboard, and it knows which page you have open. You can ask the agent to do most of the tasks in these guides. At the end, it builds the deliverable: a spreadsheet, a Word document, a deck, or a dashboard.
Before you start:
The agent works best with a complete profile and documents to draw on. See Managing Your Documents.
Two ways to open it
- The full-page agent. At the top of the sidebar, below the search field, click Agent. The full page shows your chat history and suggested tasks.
- Ask CLEATUS on any page. On every other page, click the Ask CLEATUS button in the bottom-right corner. It opens a chat panel. Click the expand icon to dock the panel beside your work. Drag the grip on its left edge to make it wider or narrower.
The button does not show on the full-page agent, because you are already there. It also does not show when you start a new workspace, because that page has its own agent.
A few seconds after a page loads, suggested questions can show above the Ask CLEATUS button. CLEATUS writes them from your capture profile and the page you are on. Click a question to ask it. To hide the questions in this browser, open Settings > My Account and turn off Suggested question bubbles.
It knows the screen you are on
The agent receives the page you are viewing and the record you have open. So you can say this instead of naming things:
- On a contract, "add this to my pipeline" or "does this fit us?"
- On a pursuit, "what is left to do before the deadline?"
- On the Document Hub, "file these under the right agency"
- On your capture profile, "what is missing that would improve my matches?"
- On a workflow, "why did the last run skip everything?"
- On a contractor, "give me the contacts for this company"
These pages pass their context to the agent:
- Pursuits, contract details, contract search, and Imported Contracts
- The Document Hub, workflows, your capture profile, and teaming partners
- Every Market Intelligence record page: agencies, contracting officers, contractors, North American Industry Classification System (NAICS) codes, vehicles, National Stock Numbers (NSNs), contract awards, and grants
A pill above the message box shows the name of the record that the agent reads. Look at the pill before you ask, to make sure the agent reads the correct record. Hover over the pill to see the exact page.
Ask the agent
Open the agent
Click Agent at the top of the sidebar.
Ask in plain English
Type your question as you would ask a teammate, for example "Which active cybersecurity contracts fit us best?" The agent plans its approach. Then it calls tools (search, market intelligence, your documents) before it answers.
Start from a suggestion
Not sure what to ask? Click a suggested task, such as Find new contracts, Check my pipeline, or What's due this week. Click See more examples for more ideas.
Pick up where you left off
CLEATUS saves your past chats under History. Continue a chat to refine an answer, or click New chat for a different task. Click Search chats to find an old conversation.
While the agent answers, the send button becomes a stop button. Click it to end the run immediately.
What you can ask it to do
The agent does more than answer questions about these areas. It makes the changes for you and gives you the file or report at the end.
| Ask it to | For example | Guide |
|---|---|---|
| Find contracts | Find active roof replacement work in Virginia posted this month | Searching for Contracts |
| Save a search and alerts | Save that search and email me when new matches are posted | Saving a Search |
| Work your recommendations | Show my top matches and dismiss anything outside my service area | Reviewing Recommendations |
| Manage your pipeline | Add this to my pipeline, then move it to Building Proposal | Adding a Contract |
| Correct a pursuit | This is an 8(a) set-aside, and the estimated value is $4M | Pursuit |
| Fill in custom fields | Set the Bid decision field on this pursuit to Go | Custom Fields |
| Create and finish tasks | Add a task to submit past performance by Friday and assign it to me | Managing Tasks |
| Draft proposal content | Draft the technical approach section for this pursuit | Managing Your Proposals |
| Organize your documents | Create a folder per agency and file my capability statements | Managing Your Documents |
| Build and run workflows | Build a workflow that emails me when a match over $1M appears | Managing Your Workflows |
| Tune your capture profile | What is weakening my matches? Drop the preferences that hurt them | Capture Profile |
| Research the market | Who wins HVAC work at the VA, and which officers run those awards? | Exploring Market Intelligence |
| Find contacts | Give me the contacts for these contractors | Exploring Market Intelligence |
| Find subcontractors by place | Which subcontractors have worked at Fort Bragg, NC since fiscal year 2024? | Finding Teaming Partners |
| Search your customer relationship management (CRM) records | Find Jane Doe in our CRM and show her title and email | Managing Records |
| Build you a file | Export my pipeline to Excel with a tab for each stage | - |
| Build you a report | Chart my win rate by agency this year | - |
The agent also completes work, not only creates it. Ask it to complete a task, reassign it, or move a due date, and it writes the change.
On a pursuit that you imported, ask the agent to update the details from the attached documents. It reads the documents, writes the values that they support, and shows the source sentence for each new value.
Ask for a deliverable, not just an answer
Most chatbots give you a paragraph. The agent gives you the finished work product.
Files. The agent writes Excel workbooks, Word documents, PowerPoint decks, PDFs, CSV files, and JSON files. A workbook can have many tabs, for example a summary tab and one tab for each agency. Documents have headings, paragraphs, lists, and tables, so you can send them without reformatting. Each file card has three buttons: View, Save (to the Document Hub), and Download.
Reports in the chat. The agent builds key performance indicator (KPI) strips, charts, data tables, comparison grids, and full dashboards in the conversation. It uses only the data that it pulled during that turn, so every number traces back to your account. To keep a chart, hover over the card and click Download PNG.
Approve actions before they run
Some actions are hard to undo, so the agent asks first. Before it adds an opportunity to your pipeline, an approval card shows in the chat. The agent also asks before it deletes a workflow, document, Document Hub file or folder, task, saved search, or capability. Click Approve to run the action, or Deny to cancel it.
To stop the approval cards, click the shield icon next to the microphone, then click Turn on auto-approve. The shield turns amber and shows Auto while auto-approve is on. The agent still tells you what it does. Click the shield again to turn approvals back on. The setting applies to the current company in this browser.
Answer clarifying questions
When a decision is yours to make, the agent stops and asks. The question shows above the message box with numbered options. Click an option, or press its number and then Enter. If no option fits, type in the Type your own answer row. If you dismiss the question, the agent continues with a sensible default and tells you what it assumed.
Talk instead of type
- Dictate a message. Click the microphone next to the send button, speak, then click again to stop. Your words appear as text that you can edit before you send.
- Talk to CLEATUS. Click Talk to CLEATUS in the message box to start a voice conversation. Ask your question out loud. The agent answers in the same chat and reads the answer to you. The button shows Listening, Thinking, or Speaking. You can approve an action or answer a clarifying question out loud. Click the button again to end the conversation.
Voice conversations are not available in CLEATUS GovCloud.
Add files, documents, and skills
Click + in the message box to add context:
- Add files or photos uploads a file from your computer.
- Document hub attaches a document that you already uploaded. You can also type @ in the message box.
- Skills inserts one of your saved skills.
You can also drag a file onto the chat, or paste a screenshot or file with Cmd+V (Mac) or Ctrl+V (Windows). Images show as thumbnails in the message. Documents (PDF, Word, Excel, Numbers, CSV, and text files) upload to your Document Hub, so the agent can read them.
Hand off deep research
For a large research question, the agent can give the job to a research subagent. The subagent works in its own workspace, runs many searches, and returns one report. The agent then puts the findings into its answer. Ask for it directly, for example "Research this thoroughly". The agent can also offer deep research and starts it only after you agree.
While the subagent works, a live line shows what it is doing. Click the line to see the task, its reasoning, and each search. Click stop to end the run.
Hear when the agent finishes
CLEATUS plays a short chime when an agent run finishes successfully. Stopped or failed runs stay silent. To mute the chime, open Settings > Notifications and turn off Agent completion sound. The setting applies to this browser.
Good to know:
The agent does real multi-step work, so complex questions take a little longer than a chatbot. The agent cannot invite teammates. It also cannot reach the files on your computer, but you can attach them to the chat yourself.