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Quick Start Guide ​

Welcome to the Privata Quick Start Guide!
This guide walks you through setting up an account, creating a project, and generating a response. No technical experience is required.

Step 1: Create Your Account ​

Already have an account? Skip to Step 5: Create a New Project.

  1. Navigate to Privata at privata.sky-path.ai.
  2. Click Register. The Create your account page appears.
  3. Enter your Work Email, Phone Number (international format, e.g. +15551234567), and Contact Name.
  4. Name your company workspace. If a colleague has already created one, select I have an invite code and enter their code instead.
  5. Choose a Password and enter it again to confirm, then click Create account. You can also use Register with Google or Register with Microsoft.

TIP

The first person to register for your organization creates the company workspace and becomes its Org Admin. Everyone else should join that same workspace with an invite code so projects and collections are shared.

Step 2: Verify Your Email Address ​

After registering, SkyPath AI sends a verification email to the address you provided.

  1. Locate the email from SkyPath AI with the subject Please confirm your email address.
  2. Click the verification link in the email.
  3. Confirm the Privata Project Dashboard opens.

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Check your Spam or Junk folder for an email from @sky-path.ai. If the link does not arrive, request a new one from the Login page.

Step 3: Log In and Complete Verification ​

  1. Navigate to privata.sky-path.ai and click Login.
  2. Enter your Email and Password and click Login. If your organization has a connected provider (such as Google or Microsoft), you can instead choose Continue with that provider.
  3. Retrieve the one-time verification code sent to your mobile device by SMS.
  4. Enter the code and select Verify to open the Project Dashboard.

WARNING

The code is time-sensitive. If it expires, choose Resend via SMS for a new code, or Send via email to receive it at your account email address.

Step 4: Set Up Your Company Profile ​

If you created the company workspace, you are its Org Admin, so take a few minutes to complete your Company Profile before building projects. What you enter here powers opportunity matching, compliance checks, the project labels you can apply, and your Approved Answers policy, so it makes every project that follows work better. See why it matters.

  1. On the Project Dashboard, click Company Profile Settings.
  2. Complete the Company Identity tab: your Company Name, Industry, and Business Type.
  3. Complete Offerings & Capabilities: your Products, Services & Offerings, Capability Areas, and Engagement Type.
  4. Complete the GovCon Profile: NAICS Codes, Set-Aside Eligibility, and Primary States of Performance. Mark a section not applicable if it does not apply to you.
  5. Complete Compliance & Review: your Certifications & Registrations, a Review Mode, the Required Review Areas your submissions must pass, and your Approved Answers policy.

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Each tab has a completion indicator so you can see what still needs attention. Keeping NAICS codes, set-aside eligibility, and certifications current directly improves opportunity matching and compliance checks. See Company Profile Settings for full details.

Step 5: Create a New Project ​

  1. On the Project Dashboard, click New Project. The Project Intake page appears.
  2. Under Project details, enter a Project name (e.g., "ABC Corp RFP 2026") and an optional Description.
  3. Choose the project's Visibility: Private, Public, or Joint.

Step 6: Attach a Knowledge Base and Labels ​

  1. Under Knowledge base & project labels, link a company knowledge base, the collections Privata will use as supporting context.
  2. Optionally open Project labels to set a Response Style, Products, Services & Offerings, Customer Sector, and Certifications for this project. You can set or change these later from the project page.

Step 7: Upload Your Source Documents and Create the Project ​

  1. Under Source documents, drag your RFx file (the RFP, RFI, SOW, or amendment) into the upload area, or browse to select it. You can add more than one; the order you arrange them sets the initial section order.
  2. Click Create Project.

INFO

Supported source formats: PDF, Word (.doc, .docx), Excel (.xls, .xlsx), CSV, text (.txt), XML, and Markdown (.md). Each file must be 50 MB or less.

After you create the project, Privata uploads your documents, the Extraction agent reads them, and the project workspace opens automatically.

Step 8: Review Your Project Workspace ​

  1. Review the Source Documents, attached Collections, and Instructions.
  2. Read the Agent Briefing, an auto-generated summary of what the AI learned about the opportunity.
  3. Adjust the extracted instructions or project labels if needed.

Step 9: Build Your Response ​

  1. Click Build Response to open the Response Editor. Every section the Extraction agent found is listed in the sections list on the left, with its type and progress (a Q&A section shows how many questions are answered, such as 0/19).
  2. Select a section to work on it, or click Generate all sections to answer everything at once.
  3. How you generate depends on the section type:
    • A Q&A section can contain several questions. Use Generate answer on a single question, or Generate Q&A section to answer them all at once.
    • An essay section is narrative, so Generate response produces the whole section in one step.
  4. On Q&A answers, review the Confidence score to prioritize your review. Essay sections do not have confidence scores.
  5. Refine with AI, then preview the change and apply or discard it:
    • In a Q&A answer, use AI Refine.
    • In an essay section, use AI Edit; you can select a portion of text to refine just that part.

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Your work autosaves per section, and Save All commits everything. An UNSAVED badge marks sections with pending changes.

Step 10: Review and Check Readiness ​

  1. Run the AI reviewer to check completeness and catch consistency and writing issues.
  2. Back on the project page, run a Project Readiness Review to confirm the submission is complete. It flags unanswered questions, missing pricing, compliance gaps, and required reviews, and turns them into tasks.

Step 11: Download Your Completed Response ​

  1. In the Response Editor, click Download.
  2. Choose where to Save to (This computer, SharePoint, Salesforce, or Google Drive).
  3. Take the Recommended option, or open Manual options:
    • Return filled-in originals: writes answers back into the original files.
    • Generate one document: one clean Word or PDF file.
    • Generate by format: Q&A and tables as Excel, narrative as Word, zipped together.
  4. Confirm the file downloads.

Next Steps ​

With the Quick Start complete, keep going: