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Frequently Asked Questions ​

This page answers common questions about accounts, projects, the Knowledge Base, AI workflows, privacy, downloads, billing, and support.

Accounts and Access ​

What is Privata? ​

Privata is a confidential AI platform that helps teams create RFx responses, proposals, summaries, presentations, images, and supporting business content without relying on public AI tools. It uses stateless AI processing together with your own collections to provide private, context-aware results.

Do I choose an "Individual" or "Corporate" account? ​

No, every account belongs to a company workspace. The first person to register for an organization creates the workspace and becomes its Org Admin; everyone else joins that same workspace with an invite code. Projects, collections, and other assets are shared within the workspace.

Why do I need email verification and MFA? ​

Email verification confirms ownership of the email address on the account. Multi-factor authentication (a code sent by SMS, with an email option) adds a second factor so access to confidential projects and documents is better protected.

How do I add teammates? ​

Org Admins invite users from the Company Users page. Invited users join through an invitation link or a one-time invite code.

How do I delete my account? ​

Open Account Settings from the profile menu, go to the Danger Zone, and use Delete My Account. You must type DELETE to confirm.

DANGER

Deleting your account permanently removes your projects, documents, collections, and stored conversation history. Export or retain anything important before confirming.

Projects and the Knowledge Base ​

What is a project? ​

A project is the main workspace for one sales activity: a bid, a customer response, or an RFx submission. Projects group your source documents, collections, tasks, instructions, and AI-generated outputs so work stays organized by opportunity.

What is the Knowledge Base? ​

The Knowledge Base is your company's library of uploaded documents and websites, organized into collections and indexed so the AI can retrieve relevant context for search, Chat, summarization, and answer generation. It also has an Approved Answers tab.

How do projects and collections work together? ​

Projects hold the source documents you need to answer; collections hold the supporting material that helps the AI produce better output. Attach collections to a project and set the retrieval scope to control which content the AI uses.

Where can I create a collection? ​

From the Knowledge Base page, from an existing project (Add Collection), or during New Project setup. A collection name is required; a description is recommended.

Can I add websites to a collection? ​

Yes. Use Add Website and enter the URL. Privata indexes the page so it can be used as context. You can also import files from connected services (Google Drive, SharePoint, Salesforce). See Connected Content.

What file types can I upload? ​

PDF, Word (DOC/DOCX), Excel (XLS/XLSX), CSV, PowerPoint (PPT/PPTX), XML, Markdown, images (JPG/PNG, read with OCR), and HTML or website URLs. Each upload must be 50 MB or less.

How do I search my Knowledge Base? ​

Use Knowledge Base Search. Enter your query, review the relevance-ranked results, filter by collection, and use Preview to check a result before opening it.

AI Workflows ​

How does the RFx workflow work? ​

Create a project, attach a Knowledge Base, and upload your source documents. The Extraction agent reads them and pulls out the questions and requirements automatically. Then open the Response Editor with Build Response, generate and refine answers, review, and download.

Do I pick a "Q&A" or "Proposal" mode? ​

No. You build a response from sections in the Response Editor. Use Q&A sections for item-by-item answers, essay sections for narrative, solution-style writing, and table sections for tables the AI fills in, and mix them in one response as the RFx requires.

Can I test an answer before building a full response? ​

Yes. Chat is a good way to see how the platform might answer a question, draft a short email, or check how well your collections support a likely question. Attach collections for grounded, cited answers.

Can I edit the prompt used by the AI? ​

Yes. Edit prompt lets you add guidance for a generation run, changing tone, creativity, or emphasis.

Can I edit AI-generated answers? ​

Yes. Answers appear in the collaborative Response Editor, where you can revise wording, apply formatting, and co-edit in real time with teammates. In a Q&A answer, use AI Refine to have the AI rewrite it; in an essay section, use AI Edit to rewrite a selected portion of text. Both show a preview before you apply.

How do confidence scores help? ​

Each generated Q&A answer includes a confidence score reflecting how well it is supported by your material. Use it to prioritize review; start with low-confidence answers. Essay and table sections do not have confidence scores.

What download formats are available? ​

Choose where to Save to (This computer, SharePoint, Salesforce, or Google Drive), then take the Recommended option or a manual mode: Return filled-in originals, Generate one document (Word or PDF), or Generate by format (Q&A and tables as Excel, narrative as Word, zipped).

Does returning answers to the original file always work perfectly? ​

Not always. It depends on how clearly the source document shows where answers belong; spreadsheets with ambiguous columns are the common challenge.

WARNING

If the original file does not clearly show where an answer belongs, review the assembled result. Where you can, label the answer location (for example a column named Answers) before uploading.

How do I know a response is ready to submit? ​

Run a Project Readiness Review from the project workspace. It checks completeness, pricing, approvals, submission instructions, and compliance, and turns any gaps into tasks. See Project Readiness.

What are Approved Answers? ​

Approved Answers are vetted responses you promote for reuse. The platform grounds new answers in them so your best language carries forward. See Approved Answers.

How do I create proposal collateral, summaries, or images? ​

Use the AI Agents & Tools: the Proposal Collateral Studio for presentations, company backgrounds, capability statements, and more; the Document Summarizer for summaries; and the Image Generator for graphics.

How does contract opportunity search work? ​

Use Bid Search to find public SAM.gov opportunities and let the platform match them to your company profile. Use Add to Project to bring an opportunity in as a project and start responding.

Privacy, Security, and Data Handling ​

How do stateless LLMs support confidential AI workflows? ​

Privata uses request-based AI processing rather than long-term model memory. Context is supplied per request from your selected projects and collections, reducing unnecessary persistence at the model layer.

Are my prompts used for training or fine-tuning? ​

No. The stateless workflows are designed so prompts are not cached, reused for training, or used for fine-tuning at the model layer.

Is Chat conversation history stored? ​

Yes, inside the platform's application database, so you can return to previous chats. It is not shared outside the platform and is removed when you delete the conversation or your account.

What happens if I delete a collection, project, or conversation? ​

Deleting a collection permanently removes its indexed data and uploaded documents. Deleting a project removes its source documents and generated responses. Deleting a conversation removes its stored chat history.

DANGER

Treat these deletions as permanent. Export or save anything important first.

Billing and Support ​

How does billing work? ​

Privata uses project-based, annually billed plans (Standard, Professional, and Enterprise) that set how many Open projects your company can have at once. New companies start on a 14-day free trial. See Billing and Subscription.

How do I get invoices and receipts? ​

Go to Billing, review Billing History, and use the receipt or invoice links.

Where can I get more help? ​

Contact support@sky-path.ai, or review the guides for Working with Projects, Building Your Knowledge Base, Working with the Response Editor, and Using Chat.

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