Docs Features
Skills and plugins
The agent's plugins (new bids, follow-ups, submissions, declines, takeoff, budgeting) and how skills and memory teach it your way of working.
Plugins
Plugins are groups of agent abilities that an admin can turn on or off for the company. Find them in Agent mode under Skills & Plugins > Plugins. Pipeline questions, bid updates and reading documents are part of the agent itself and are always on.
| Plugin | What it does |
|---|---|
| New Bid Creation | Builds an opportunity from a pasted email, invite, screenshot or documents, checks for duplicates and asks you to confirm. Also files invites forwarded to your bids address. |
| Bid Follow-ups | Drafts follow-ups on submitted bids and queues them for one-click approval. With Background on, it drafts every 12 hours. You choose the cadence (default 21 days). |
| Bid Submissions | Drafts the bid submission email (the Generate with AI button) |
| Bid Declines | Drafts a polite decline (No Capacity, Scope Too Small, Out of Area) |
| Sheet Import | Brings opportunities in from a Google Sheet estimating list. Set up by the Tidy team. |
| Agentic Takeoff | Measuring drawings from chat, workspaces, sheets, observations and scale |
| Budgeting & Libraries | Pricing assemblies, libraries, bid leveling, margins and the push to the proposal |
| Email & Bid Syncing | Connects your company's own estimating inbox so invites and vendor replies arrive on their own. Click Request access and the Tidy team sets it up. |
Nothing a plugin drafts is sent automatically.
Skills
A skill is a saved set of instructions the agent can load when it fits, for example "how we take off ceilings" or "our proposal checklist". Skills are plain text. They never give the agent extra permissions.
- Draft with the agent: the agent interviews you and drafts the skill for you to review and save.
- New skill: write one yourself, or import a skill folder.
- Skills start private. An admin can publish one to the whole company.
After an AI takeoff, the agent may offer to save what worked as a skill.
Memory
Memory holds facts and standing preferences ("we always carry 10% waste on tile"). Personal memories are yours. An admin can publish one as Organization knowledge for everyone. The agent only saves a memory when you ask it to remember something.
Suppliers
Admins can list supplier websites (for example Home Depot or Lowe's) the agent may research product data sheets and prices on, with a monthly allowance.