Welcome to the Privata Documentation

Welcome to the Privata documentation. This guide is designed to help you move from first-time setup to confident day-to-day use of Privata for secure, document-driven AI work.

Whether you are creating an account, building a Knowledge Base, responding to RFxs, or managing a company workspace, this documentation is organized to help you find the right guidance quickly.

Privata is built for teams that need confidential, private AI workflows. Throughout this guide you will find step-by-step instructions, workflow references, feature explanations, and operational guidance for both individual users and administrators.

INFO

New to Privata? Start with the Quick Start Guide, then continue to Getting Started and the System Overview.

Start Here

If you want to...	Go here
Create an account and launch your first project	Quick Start Guide
Understand how Privata works and why it is privacy-first	About Privata and System Overview
Learn the full end-to-end user workflow	Getting Started
Organize collections and supporting documents	Building Your Knowledge Base
Generate item-by-item answers for RFxs	Working with the Response Editor
Generate a full narrative proposal	Essay sections in the Response Editor
Confirm a submission is complete before you send it	Project Readiness
Reuse your best, vetted answers	Approved Answers
Coordinate reviews and work with your team	Tasks & Collaboration
Use AI agents and tools outside the core response workflow	AI Agents & Tools and Using Chat
Configure your company's profile for compliance and matching	Company Profile Settings
Manage users, seats, and subscriptions	Company Users and Billing and Subscription
Get help quickly	Frequently Asked Questions and Support

What You Will Find in This Guide

General Orientation

These pages introduce the platform, explain the privacy-first approach behind Privata, and help new users get moving quickly.

• About Privata explains the product mission and privacy-focused design.
• Quick Start Guide walks through account creation, verification, project setup, document upload, and initial AI generation.
• Getting Started explains the platform fundamentals, key capabilities, and what to do after sign-in.

User Workflows

These guides focus on the day-to-day work of building projects, attaching supporting content, and generating outputs.

• Working with Projects explains how the project workspace organizes source documents, collections, tasks, and project instructions.
• Building Your Knowledge Base shows how to structure supporting material for stronger AI results.
• Working with the Response Editor covers question extraction, answer generation, narrative essay sections, editing, confidence scores, and downloads.
• Project Readiness explains the Project Readiness Review and how it turns gaps into tasks.
• Approved Answers explains how to promote, govern, and reuse vetted answers.
• Tasks & Collaboration covers tasks, assignments, the Agent Briefing, and real-time co-editing.
• Best Practices collects guidance for organizing projects, selecting collections, refining prompts, and reviewing output.
• Using Chat explains how to use Privata's private conversational workflow with collection-based context.

Feature and Platform Reference

These pages explain how Privata is structured and what the supporting tools do.

• System Overview describes the main platform concepts, the AI agent pipeline, workflows, and privacy model.
• AI Agents & Tools covers the Proposal Collateral Studio, image generation, summarization, Knowledge Base Search, and Bid Search.
• New Project walks through the guided project setup flow.
• Glossary defines common AI and platform terms used throughout the guide.

Administrator and Account Guidance

These pages are intended for account owners, company administrators, and users who manage subscription or access settings.

• Account Settings covers personal settings, password changes, MFA phone management, and integrations.
• Company Profile Settings explains how to describe your company so matching, compliance, and label scoping work well.
• Company Users explains invites, seats, roles, and organization administration.
• Billing and Subscription explains plans, plan changes, billing history, and payment methods.
• Managed Cloud Services and Privata Onsite Deployment cover deployment options.

Recommended Reading Paths

I am brand new to Privata

1. Quick Start Guide
2. Getting Started
3. Working with Projects
4. Building Your Knowledge Base

I need to respond to an RFx or questionnaire

1. Working with Projects
2. Building Your Knowledge Base
3. Working with the Response Editor
4. Project Readiness
5. Best Practices

I need to prepare a full proposal response

1. Working with Projects
2. Building Your Knowledge Base
3. Working with the Response Editor
4. AI Agents & Tools

I manage a team or company workspace

1. Account Settings
2. Company Profile Settings
3. Company Users
4. Billing and Subscription

Need Help?

If you need a quick answer, start with the Frequently Asked Questions. If you need direct assistance, use the Support page or contact the SkyPath AI team through the support options listed there.

TIP

The fastest way to get value from Privata is to keep one project per opportunity, keep a few broad, well-labeled collections backed by a complete Company Profile, and use the Response Editor for your deliverable: Q&A sections for item-by-item answers, essay sections for a single narrative response.