Assistance, notifications and tracking

16.1 Use the assistant with its sources

When the module is accessible, Marchés → Assistant IA (/marches/assistant) offers help with a tender, CRM opportunity, bid, Collateral dossier or search. Select the assistance type, choose your company's record or paste the notice text in the appropriate mode, then Lancer l'assistant.

Review the answer, cited sources, uncertainties and displayed engine. Usage budgets and availability may limit requests. If the service is unavailable or in degraded mode, check the displayed message before using the content. Masking some data is not a reason to paste secrets or information unrelated to the dossier.

To work from a saved CRM opportunity, application or Collateral dossier, the assistant requires the same access as the module concerned: the module must be enabled for your company and you must be able to read the object, as in the module itself. Without it, it refuses before any reading. The text is masked first (e-mails, phone numbers, IBANs, legal identifiers and known person names replaced by tokens, restored in the answer) and then sent to the AI service (Anthropic, Claude models); this masking relies on rules and does not replace your vigilance. The “Engine” line on the screen shows who answers: “mock” means a simulated answer, which does not come from the AI service.

16.2 Track relevant events

Tender alerts, saved searches, HR deadlines and banking events have different notification conditions. Check the account address, available preferences and required confirmations. Tracking messages may invite you back to the application; open the relevant record, documents and timeline to determine its current state.

An email that arrives, is missing or is delayed is neither award evidence, a legal decision nor bank issuance evidence. To report a problem, give your authorized contact the module, record reference, time and displayed message, without including a password or unnecessary confidential data.