Kantiv Glossary
Last updated: June 2, 2026
This Kantiv Glossary provides a centralized reference for key terms, features, and concepts across the platform. Each section defines key terms, provides use-case context, and links to related articles for deeper learning. Use it as a guide to navigate Kantiv more confidently and get the most value from its capabilities. As new features and improvements release, we'll continue to update this list with new terms.
Content & Content Management
This section provides key terms and their descriptions to help you understand files, collections, and content stored within the Kantiv platform.
Term | Description |
Marketing-approved templates and reusable text stored in the knowledge center. This content is prioritized for AI-generated text and ensures consistent brand messaging. | |
All uploaded documents, such as proposals, presentations, resumes, project sheets, and marketing materials, are stored in a central library. These files can be PDFs, Word documents, PowerPoint presentations, or Excel spreadsheets. The system automatically extracts metadata to make the content searchable and accessible to the Kantiv chat agent. | |
Folders that organize related documents found within Files. They can be public (accessible to the team), private (restricted access), or shared with specific teammates, and support unlimited nesting. | |
Labels that organize content for easy filtering and searching. Tags can be single or multiple and include categories like market sectors, service lines, document types, and client names. |
Search & Discovery Tool
Learn more about Search, Chat, and Deep Search with the terms and definitions below.
Term | Description |
Quick and easy search that finds relevant content in file names, text, and metadata. | |
Conversational AI that creates content and answers questions using the information you upload. Use filters like collections and tags to get answers only from the specific knowledge you choose. |
Library Data & Knowledge
This section contains data extracted from all content uploaded into the Kantiv platform.
Term | Description |
Structured data model that organizes information as connected entities and relationships, helping AI systems understand and use complex data. It improves search, discovery, and automation by showing how concepts, people, and projects are linked within an organization. | |
Profiles created by Kantiv via resumes from uploaded proposals and master resumes. This organizes experience and roles into a searchable database for easy reuse. | |
All won or completed project information from proposals, project sheets, and case studies into one searchable and reusable project record. | |
Past and current work including project details, scope, location, cost, team members, and client information pulled from historical proposals and structured into searchable records. | |
Clients, partners, and other organizations with relationship history and project connections | |
Linked Record | A structured connection between a file and the People, Projects, Opportunities, or Companies identified within it. When a document is processed, Kantiv automatically detects relevant entities and links the file to existing records or creates new ones to maintain an organized, interconnected Knowledge Graph. |
Analysis & Quality Tools
Below is an overview of key features and tools available in Kantiv to enhance your proposal management and analysis processes.
Term | Description |
Automated tool that extracts key details from RFx files, such as requirements, dates, evaluation criteria, and compliance items. It creates summaries, suggests RFI questions, and offers features like People and Project recommendations, plus automatic opportunity tracking to support Go/No-Go decisions. | |
Quality assurance tool that quickly checks proposals for technical errors, readability, compliance, and alignment with key themes. It provides page-by-page readability scores and strategic feedback. | |
Automatically checks your draft proposal against RFx requirements to find gaps, missing sections, and non-compliant language. Kantiv creates a requirement-to-response matrix, highlights risks, and provides clear, actionable fixes. | |
Automatically extract requirements from any file uploaded to Kantiv and map them into your existing templates, so you can embed AI into current proposal formats and workflows without having to rebuild them from scratch. | |
Insights | Reporting dashboard that tracks user adoption, content utilization, and platform usage to provide insights for continuous improvement. |
Product Usage | Usage statistics aimed to provide complete visibility into all actions taken across the platform. These actions include files uploaded, downloaded, deleted, and data/settings modified. |
Supplemental documents added to an RFx that provide updates, clarifications, or changes after the original file is issued. They ensure your RFx analysis stays accurate by capturing new information and highlighting what has changed. |
User Levels & Settings
Here's a quick guide on the different user roles and their capabilities within Kantiv.
Term | Description |
Full system control including all User/Editor rights plus account setup, user provisioning, and governance oversight. Admins can manage tags, delete public collections, set up voice and prompt templates, control user access, and oversee compliance standards. | |
Core content creators responsible for uploading and organizing content, managing the knowledge base with robust tagging and categorization, drafting and refining proposals, and maintaining boilerplates and libraries. | |
Read-only access focused on searching content, reviewing proposals, accessing analytics, and using chat functionality. Viewers can create personal collections but cannot create tags or upload to public areas. |
Settings Tab Options
Setting up your account for the first time? Check out this quick overview of each section within the settings page.
Term | Description |
View and manage all users, assign user levels, add new users, and remove existing users as necessary. | |
Configure organization details, manage organization aliases, set subdomain preferences, and control domain-level access policies. | |
Set up brand voice consistency, define writing standards, and establish content guidelines that AI follows when generating new content. | |
Manage custom tagging schemes (single or multi-select), define attributes like service lines and market sectors, and organize metadata standards for content classification. | |
Create and maintain custom voice settings. | |
Develop shared prompt libraries by market or service line, and establish brand-consistent messaging templates. | |
Upload and manage proposal templates, resume patterns, project sheet formats, and other standardized document structures for consistent output. | |
Chat Settings | Configure AI chat behavior, set response parameters, and customize conversational AI interactions based on organizational knowledge. |
Account Insights | Access analytics dashboards tracking user adoption, content utilization, and platform usage to measure ROI and identify improvement opportunities. |
Integration Management | Configure SSO/SAML connections (Azure AD), manage API integrations with CRMs and other business systems, and oversee data synchronization settings. |
Workspaces and Storyboarding
Workspaces and Storyboarding provide a collaborative environment where teams can organize RFx materials, structure proposal outlines, and generate content with AI support—all in one centralized space.
Term | Description |
Collaborative pursuit management tools that turn RFx files into complete storyboards with AI-generated summaries, file libraries, and real-time editing. Features include auto-populated dashboards for team alignment, people and project recommendations, task management, and content creation. | |
AI-generated proposal outlines that structure and organize content within Workspaces. Storyboards transform RFx files into complete frameworks with sections, requirements, and content suggestions, allowing teams to structure, edit, and generate proposal content with AI support in a collaborative environment. | |
AI-powered document in Workspaces that uses project data, templates, and best practices to quickly create high-quality, customized text for proposals, reports, or communications. Simplifies writing by automatically adding relevant information and formatting, saving time and ensuring consistency. |
Advanced Capabilities
Term | Description |
Compliance & Governance | Enterprise-grade governance features including audit logs, content expiration, data restoration, automated notifications, and SSO support. |
Platform designed for integration with major AEC industry tools including Deltek, Unanet, Adobe InDesign, SharePoint, OneDrive, Google Drive, and Dropbox. |
You can always find more information on User Resources in our Support Center. Please send any questions or feedback to Support@Kantiv.com.