SubsGPT uses the SBS_AI backend for authentication. Log in with the email and password your administrator gave you. If you don't have an account, ask the administrator to send an invite — the link sets your password directly.

Open Proposals in the sidebar and click New. The builder is a six-step wizard: Setup → Spec → Design → Map → Generate → Summary — and you can click any step in the stepper to jump straight to it. Your work auto-saves as you go: written to your browser immediately, then synced to the server about two seconds after you stop typing. One thing to watch on a brand-new proposal — it isn't stored on the server until you click Save the first time, so save once before closing the tab.

On Step 0 (Setup), start typing a city, address, or region in the location field. The ArcGIS geocoder returns suggestions after 3 characters. Selecting a result auto-fills latitude, longitude, country, region, and city — and triggers auto-suggestions for frequency (50 / 60 Hz), grid code, environmental class, and BIL on the next step.

Step 1 (Spec) covers frequency, fault level, layout type, SCADA protocols, BIL, environmental class, and arc flash. Layout Typeis the bus scheme (SingleBus, RingBus, BreakerAndAHalf …) that the Site-Fit generator builds candidate layouts against on the Map step, so set it before you generate. The arc flash category is derived from the fault level using simplified NFPA 70E energy bands and shown read-only — tick Override calculated value to set it yourself. Treat it as an early-estimating placeholder, not an incident-energy study.

Step 3 (Map) embeds the 3D ArcGIS scene. The toolbar is icon-only — hover any button for its tooltip. Click Add Site (the pencil), then click once on the map to drop the site's centre point and name it. A site is a single point, not a drawn boundary: its footprint and dimensions arrive with the layout you generate for it. You can also place wind turbines and distribution towers, sketch solar array boundaries, measure distance and area, and toggle ESRI layers (transmission lines, substations, power plants, wind turbines) from the Layers menu.

Expand a site in the Sites panel and click Generate Layout (or Edit Layout if one exists). The Site-Fit drawer generates several candidate layouts at that point, re-ranks them with the trained model, and lets you compare them. The drawer's Ask this layout chat can edit the design for you — adjust spacing, orientation, or nudge equipment — and flags overlaps and clearance warnings as it goes. Rate a candidate with thumbs-up / thumbs-down: that feedback is what the layout model retrains on.

Step 4 (Generate) shows a card grid of everything SubsGPT can produce. All nine documents are available — Proposal, Technical Specification, Construction Plan, Investor Document, Regulatory Filing, Stakeholder, Environmental Assessment, Interconnection Package, and Safety Plan — each mapped to an agentic config on the backend. Two drawings are live, the Single Line Diagram and the Site Layout Plan, both drawn from the layout you generated on the Map step and viewable per site here. The other eight drawings appear greyed out as "Not in demo mode". Select the cards you want, click Generate, then click any completed card to preview it.

Click the Chat button in the proposal-builder header at any step. Design Chat answers engineering questions from your chosen standards corpus, with your active proposal supplied as context so it can reference the design you're working on. Pick a corpus from the dropdown, ask a question, and get a structured answer with inline citations back to the source documents. Two things to know: each question is answered on its own — earlier turns aren't resent, so ask self-contained questions rather than follow-ups — and a good answer takes roughly 30–60 seconds. The conversation is saved with the proposal and survives a reload.

Click Verify Standards next to Chat. The drawer lists every site in the proposal that has a generated layout. Pick a site and a standards corpus, then click Run verification. SubsGPT pulls the clearance rules out of the corpus, measures the equipment pairs in your layout against them, and returns a sortable PASS / REVIEW / FAIL table showing expected vs actual clearance, the margin, and a citation for every check — plus an overall verdict. The result is saved, so reopening the drawer won't re-run it.

Open Settings. Six tabs: LLM (Ollama / OpenAI / Azure / Anthropic / Bedrock, or rule-based only), Retrieval (embedding model, top-K, lexical-vs-vector weights), Gen AI Layouts (the defaults Site-Fit starts with — candidate counts, spacing multipliers, fence setback), Neural Net (review your Site-Fit layout feedback and retrain the layout model on it), Doc Mappings (which agentic config produces each document), and Advanced (app info, settings import, reset). Editing is admin-only — without the admin role the page loads read-only.

If you work in Revit, the sidebar's CAD Tools section has two pages. Revit Analysis inspects and summarises the currently open Revit document. Layout creation lets you pick a proposal, generate a layout from its equipment counts, and place it into the live model as native Revit families. Both talk to Revit through the SBS AI add-in, so open them from inside Revit's SBS AI panel — in an ordinary browser tab they load but can't reach a model.