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TechnoMile’s Intelligent Digital Assistant (Mila) User Guide

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Overview

Once a contract award, contract modification, solicitation, or solicitation amendment document is ingested using Transform Copilot, users gain instant, conversational access to critical insights through Mila, TechnoMile’s Intelligent Digital Assistant. This enhancement enables users to analyze complex documents, extract key information, generate useful insights, and more.

This guide outlines how to access and use Mila within Transform Copilot to streamline document analysis, accelerate decision-making, and improve overall productivity across pre-award and post-award workflows.

Audience

  • Contracts Users

  • Pre-Award Users

Prerequisites

  • For Salesforce users: Ensure that the GovSearchAI Sales Cloud 2026.1 package is installed and configured. The installed package version must be 2026.10 or higher.

  • For Microsoft Dynamics users: Ensure that TechnoMile's Contracts Suite is already installed and configured. The version of this package must be 2026.1 or higher.

How to Access and Use Mila

Accessing Mila from a Contract, Solicitation, or Proposal Record

To access Mila from a Contract, Solicitation, or Proposal record:

  1. Navigate to a Contract, Solicitation, or Proposal record that has been processed using Transform Copilot.

  2. Click the AI Summary panel to expand it.
    The image below shows the AI Summary panel on Salesforce.MILA1.pngThe image below shows the AI Summary panel on Microsoft Dynamics.MS1.png

  3. Click Mila within the AI Summary section.MILA2.png

  4. The Mila panel opens with the document name displayed in the welcome message. This confirms the source document Mila references to generate answers to your questions.MILA6.png

Accessing Mila from a Contract Mod

To access Mila from a Contract modification record:

  1. Navigate to a Contract record that has been processed using Transform Copilot.

  2. Go to MOD and open the required Mod record.MILA2.png

  3. Select Mod Summary, then click Mila.MILA015.png

  4. The Mila panel opens with the document name displayed in the welcome message. This confirms the source document Mila will reference to generate answers to your questions.MILA01.png

Accessing Mila from a Solicitation Amendment

To access Mila from a Solicitation Amendment:

  1. Navigate to the Solicitation record that has been processed using Transform Copilot.

  2. Click Solicitation Amendments.

  3. Open the required Amendment record.MILA6.png

  4. Click Mila.MILA7.png

  5. The Mila panel opens with the document name displayed in the welcome message. This confirms the source document Mila will reference to generate answers to your questions.MILA8.png

Starting a Chat Session

To start a chat session:

  1. In the Mila panel, type your question related to the document in the input field.

  2. Click the Go icon (go icon.png) to receive a response.MILA7.png

  3. Optionally, click the Thumbs Up or Thumbs Down icon to indicate whether the response was helpful.

  4. If needed, click the Refresh icon (refresh icon.png) to generate a new response to the same question.

NOTE

The Refresh button is used when Mila did not return a response due to a possible error or connectivity issue. When you click it:

  • Mila reprocesses your original question.

  • It attempts to generate the response again using the same document. The document reference does not change; only the answer is regenerated.

This is useful if:

  • Mila did not provide a response due to an error or connectivity issue that may have interrupted the request.

Ending a Chat Session

To end a chat session:

  1. Click the X icon in the Mila panel.MILA7 (1).pngA confirmation message appears. 

  2. Click Close Session to confirm and end the chat session.
    MILA5.png

    You are redirected to the AI Summary tab.

NOTE

Once a chat session ends, it remains available in the Recent Chat Sessions tab in read-only mode for future reference.

Recent Chat Sessions Tab

The Recent Chat Sessions tab shows your personal chat history for the document you are currently viewing. It does not include your conversations from other documents.

Click the Recent Chat Sessions icon (history icon.png) to open your chat history. The number displayed on the icon (history icon1.png) indicates how many chat sessions are currently available.

ILA history1.png

Each chat session in the Recent Chat Sessions tab displays the following details to help you quickly identify and manage your conversations:

Message Count

Displays the total number of chat interactions within that session (For example, 1 msgs, 5 msgs).

Status Indicator

  • Viewing: The session is currently active. You can open it to continue the conversation.

  • No status: The session is closed and available in read-only mode.

Date & Time

Shows when the session ended or was last accessed (if active).

Page Count

Indicates the total number of subscription pages used during a specific chat session. Subscription pages are the pages allocated under your Transform Copilot plan and purchased by your organization. 

Viewing a Recently Ended Chat Session

To view a recently ended chat session:

  1. Go to the Recent Chat Sessions tab.MILA8.png

  2. Click the required chat session to open it . 

    MILA3.pngThe chat session opens in read-only mode.
    MILA4.png

Reopening an Active Chat Session

An active chat session also appears in the Recent Chat Sessions tab and can be reopened to continue the conversation.

To reopen an active chat session:

  1. Click the Current Session icon.
    MILA11.png

  2. The current active chat session reopens.
    Enter your next question to continue the conversation.
    MILA13.png

How Document Selection Works in Mila

To use Mila effectively, it is important to understand how the document selection works:

  • Mila is linked to the Summary page you open. The document linked to that summary is the document Mila will use to answer your questions.

  • When you launch Mila, the document is selected automatically. You can confirm which document is active by checking the document name shown in Mila’s welcome message.

  • You cannot manually switch documents within the Mila chat window. If you need to ask questions about a different contract, modification, or amendment, you must exit Mila and relaunch it from the Summary page of that specific document.

Using Mila for Formatting and Structured Responses

Mila can do more than answer questions; you can also ask it to format information in a specific way. This helps to quickly generate structured outputs such as tables, outlines, numbered lists, or summaries.

How to Request Formatting

Include formatting instructions in your prompt. For example, you can ask Mila to:

  • Create an outline

  • Provide a numbered list

  • Create an ordered table

  • Summarize information in a table/list

  • Structure information into sections

Example Prompts

Example 1: Request an Outline

Prompt: Produce an outline for this document?

Mila will generate a structured overview of the document's key sections and requirements.

Example 2: Request a Numbered List/Table Format

Prompt: Provide all POP and CLIN/SLIN details in a table format.

Mila will organize the requested details in a clear table format.

Example 3: Request Structured Formatting

Prompt: Summarize the evaluation criteria contained within this Solicitation in an ordered table.

Mila provides an ordered table summarizing the evaluation factors, their level of importance, and descriptions, if available.