Intelligence Bridge
Connect an agent
The first time anyone at your company opens Intelligence Bridge, Estimator+ shows two short notices before any controls appear: a Developer warning, then AI connection terms. Both have to be accepted, in order, before you can see the Access or How to connect tabs. This is a one-time step per person — it only reappears if the terms change.
Once you are through, Intelligence Bridge has two tabs: Access (covered in Access & control) and How to connect.
How to connect
The How to connect tab gives you two things:
- A Server URL — a plain address you copy and paste into your AI app when you add Estimator+ as a connector. It has its own copy button.
- A walkthrough of numbered steps, split into a Claude tab and a ChatGPT tab, since the two apps set up a connector differently.
Pick the tab for whichever app you use and follow the steps in order. Both walkthroughs end the same way: you approve the connection in a browser window, signed in with your own Estimator+ login, and the app then appears in your Connected apps list under Access.
Before you connect
Index the tender's plans first. Open the tender's plan drawer and upload the drawings — indexing happens automatically and is free (see Upload drawings). An agent connected before anything is indexed has nothing to read yet.
Which model to use
Drafting scope from drawings is demanding work for an AI model, so the walkthrough recommends a specific setup for each app:
| App | Recommended model | Reasoning setting |
|---|---|---|
| Claude | Sonnet 5 | High thinking |
| ChatGPT | Terra 5.6 | Extra High |
A weaker or faster model will still connect and work, but for scope drafting specifically, the recommended combination gives the agent room to actually reason about the drawings rather than skim them.
After you connect
You do not need to come back to Estimator+ to use the agent day to day — once it is connected, you talk to it inside Claude or ChatGPT as normal, and it reaches into whichever tender you point it at. Come back to the Access tab only when you want to change what it is allowed to do, or to revoke it. See Access & control and Agent tasks for what to actually ask it.