PreShiftIQ

Records one answer to the next question of a PreShiftIQ assessment in this conversation, in the conversation handle, and returns the next question, the updated handle and the next step. PreShiftIQ stores no answer from this tool and records the call without its arguments; it counts, per day, how often each question is asked and answered, with no handle, person or address in the count. Answers given here are kept only if the client continues to preshiftiq.com, signs in and agrees there.

Records the option the person chose in the PreShiftIQ assessment card for the next question of the assessment in this conversation, exactly as answer_question does, and returns the next question, the updated handle and the next step. It is called by the card when the person clicks an option, and is not offered to the assistant. PreShiftIQ stores no answer from this tool; answers given here are kept only if the client continues to preshiftiq.com, signs in and agrees there.

Describes PreShiftIQ and how its vendor matching works. Use this when a user asks what PreShiftIQ is or how it matches the client, the company evaluating technology, with supply chain technology vendors. Returns the platform description and the URL to start an assessment. It covers transportation management, dock scheduling, ELD, carrier vetting, fleet management, supply chain procurement, and yard management.

For the signed-in client: the evaluation of the latest assessment, or of the assessment named by assessment_id: its categories, its vendors, your own scores in the current round, and the scores your assistant proposed that you have not confirmed. Read only.

Explains how PreShiftIQ computes matches: disqualification first, then measured-fit scoring, with every match recorded immutably. Includes the live tier thresholds and the fit-index note. Use this when a user asks how matches are computed or what a match score means.

Returns one published PreShiftIQ document by its id: its title, its text and its URL.

Lists the vendors PreShiftIQ covers in one vertical, alphabetically, as catalog coverage only, with no participation status; the client's matches come from the engine's scoring of their completed assessment, and from vendors the client adds by name after a check against their stated requirements. Use this when a user asks which vendors PreShiftIQ covers or whether a named vendor is covered. Returns the roster and the URL to start an assessment.

States how PreShiftIQ is paid. Use this when a user asks about cost, fees, or independence.

For the signed-in client: the documents a matched vendor has released to your company on one match, such as security documents, case studies, demo recordings and references. Each is listed with an in-app link. Where the vendor allows assistants to read an item, its content is included: a hosted link and its timestamped segments, or a reference's contact details. Files open only in PreShiftIQ. It also includes the vendor's security profile when the vendor has released it to you, with its answers where the vendor allows assistants to read it. Each read of an item's content or of the profile is recorded and shown to the vendor. It changes nothing else.

Lists the technology categories PreShiftIQ covers, each with its live covered-vendor count and the URL of its page for clients. Counts come from the live catalog reader, the same one the public site reads. Use this when a user asks what PreShiftIQ covers.

For the signed-in client (the evaluating company): whether the latest completed PreShiftIQ assessment has results, whether those results are under review, how many matched vendors were notified, how many have accepted, and how many matches are still queued for delivery. When no assessment has been submitted but one has been started, the status is in_progress, with its completion percentage and the URL to resume it. An assessment that was submitted and has no matches to show yet is submitted_pending. Status only; it lists no matches.

For a signed-in administrator of a consultant or private equity firm whose PreShiftIQ account has an authenticator app turned on: the assessments of the clients the firm represents (the companies evaluating technology) who have accepted the advisor disclosure, in any status, each with its status, its Tier 1 and Tier 2 completion percentages, the number of its matches awaiting release to vendors and, once vendors are notified, its notified match cards masked as the client sees them. A represented client who has not accepted the disclosure is only counted, as withheld.

For the signed-in client (the evaluating company): the notified matches of the latest completed assessment, or of the assessment named by assessment_id, best score first, each as a masked card with its score and tier. On a review account the cards are its matches, and no vendor is contacted. A vendor's contact details appear only on a match that vendor has accepted, with the requirement and preference credits that vendor earned for you and the status of each certification you required; every other card stays masked. No card carries pricing.

For the signed-in vendor: the scorecard's status and completion, and its lead counts (pending, accepted, declined, expiring soon). With match_id, the contact details of the client (the evaluating company) for that lead, and the client's unit and company profile, present only once the lead is accepted. On a client account the summary says so.

For the signed-in client: records scores your assistant proposes for vendors in your evaluation, each a whole number from 1 to 5 or not_applicable, with an optional note. A proposal is never a score: it becomes one only when the person signed in to this account confirms the set on PreShiftIQ's confirm page, from the link this tool returns.

For the signed-in client (the evaluating company): asks to submit a completed assessment for matching. Nothing is submitted by this tool: it returns a link to PreShiftIQ's own confirm page, where the person signed in to this account confirms. Where the assistant supports it, the link opens as a confirmation request. The link works for 30 minutes.

For the signed-in client who owns the assessment: asks to request proposal packages from the vendors you choose in your evaluation. Nothing is sent by this tool: it returns a link to PreShiftIQ's confirm page; once you confirm there, each vendor you chose is notified. Only a vendor that has accepted its match can be asked.

Searches what PreShiftIQ publishes: the platform's own description, the published answers for clients in each covered category, and the catalog of covered vendors. Returns at most twenty matching documents by id: those whose title contains the query first, then the rest in the corpus's fixed order.

Returns the URL the client (the evaluating company) opens to start their operational assessment for a chosen technology category. The URL is opened by the user; this tool creates no assessment and sends nothing to a vendor. If no category is given, the tool asks the user to choose one where the assistant supports it, and otherwise returns the categories to choose from.

For the signed-in vendor: asks to submit a proposal package on one of your leads, written by code against the market's published proposal model: scope lines included or excluded, phases with duration and dependency, price lines (component, unit, quantity, unit price, currency), assumptions and exclusions, a short note per section, and the currency, term in months and annual escalator. Nothing is submitted by this tool: it checks the package, names any field that needs a change, and returns a link to PreShiftIQ's confirm page, where the owner of the vendor record confirms. A client sees the package only after asking you for proposals.