Improved click path/workflow for Draft

Larisa Wolf · 2024-11-27T18:19:15+00:00

* Within Sections, it's odd users have to select Draft before checking the box of sections on the left. Intuitively, I want to check the information, then select Draft a response. * Once Draft answers have been created, users select the X in the upper right-hand corner to "accept" the responses and review them. X typically…

Larisa Wolf

Within Sections, it's odd users have to select Draft before checking the box of sections on the left. Intuitively, I want to check the information, then select Draft a response.
Once Draft answers have been created, users select the X in the upper right-hand corner to "accept" the responses and review them. X typically means closing out/backing out of the work you just completed.

As a user who is not in the platform every day, I found the two workflows above odd.

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Khalees V

Hi Larisa,

On the first feedback - It's currenlty possible where you can select the sections and then click on AI draft. Only the selected sections will be selected. Is this what you are looking for?

On the second feedback - The X in the upper right corner is to discard or cancel the review. To review the answers generated by AI draft, you can click on the answer that will expand and show the full answer view for review. Please let me know if I have misunderstood your question?

Larisa Wolf

Thank you for the screenshot. I'm referring to the box to select all sections. Once checked, the AI Draft button disappears.
To go back to the Sections view, users select the X to review Recommendations, refine the answer, etc. Or at least that's the workflow that was demoed in Mindtickel for the AI demo vignette.

Khalees V

@Larisa Wolf Thank you for the clarifications

On the first one - Upon checking the "Select All" sections checkbox, you can use AI Draft. Can you check in other project and confirm? (Refer the screenshot)
On the second one - Got it. Ideally, we have to educate them to use the bulk apply option and not the X mark to apply all the answers to questions.

Larisa Wolf

@Khalees V I just realized when you check the Select All, you can use AI Draft, but the AI Navigation moves from the right:

To the left:

Which is possibly why I missed that while recording a demo.