Your first project
Create a project, build its knowledge base, and produce your first draft.
Updated August 28, 2026
A project is a self-contained workspace for one bid or opportunity. It holds its own knowledge base, drafts, and settings.
Create a project
- From the dashboard, click New Project and give it a clear name (e.g. the tender reference).
- Choose the model the project should use (local or, on paid tiers, a configured cloud model).
- Open the project to start adding knowledge.
Build the knowledge base
Add the documents the AI should ground its answers in — past winning proposals, capability statements, certifications, product sheets. CrestBid indexes them locally. See Knowledge base.
Generate your first response
- Open Response Studio inside the project.
- Paste a requirement or question from the tender document.
- Generate a draft grounded in your knowledge base, then edit and accept it.
Accepting and refining drafts trains the Cognitive flywheel, so each project gets better at sounding like your best work.