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Report to showcase which AI prompts were searched and used
Halo Branded Solutions asked during the AI trial about having a search report showing AI prompts the team used and applied. This will help them understand what their end users need in terms of formatting.
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How does your organization utilize reporting within Responsive?
Hi all! Looking for some info on how you're all utilizing the reporting features within Responsive and what metrics/KPIs you track regarding questionnaires, etc. For example: turnaround time, number of projects, number of questions, average time spent per question, YOY projects, win rates, $ contribution, all of that good…
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ability to download all of the “Project Activities” and “Q&A Activities” from projects in bulk
Super Admins would like to track and do analysis on how long it is taking their team members to answer each question, setup a project, and other project/QA activities. Currently they have to download this data from each project 1 by 1 which is not scalable.
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Metrics for Reporting (Custom Fields)
Why doesn't every Custom Field have the "reportable" option? Custom Fields coming from our integration with CRM are not reportable. How can I make these items reportable? Below is a screenshot of one of our Custom Fields that is retrieved through CRM.
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Latest Coffee Chat: Driving Success with Responsive Reporting featuring special Guest!
A round of applause for @Andrew Mersman, our fantastic guest panelist on today's Coffee Chat! 🌟 He shared invaluable insights into how his team maximizes Responsive's Reporting Feature and Salesforce to drive data-driven decisions. 📊 Don't miss the recording and feel free to connect with Andrew in the Community or thread…
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AI Assistant ROI
Hello, I was wondering if anyone has any insights on how to measure the value of the AI Assistant. Has anyone quantified the benefits of using an AI Assistant such as time saved in a day-to-day workload, accuracy of answers provided, increased win rates, and other such metrics?
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Report all the Q&As that have been archived or deleted in library
This request is from Axa IM. They would like to have a report of all the Q&As that have been either archived or deleted with the use of content cleaner function. This report taking to be a sort of an automated routine task that could be set up within the answer library.
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Reporting | Coffee Chat
Data is the name of the game as we focus on squeezing the most insight out of your instance in our latest Reporting Coffee Chat. We explore best practices and tips for utilizing all of RFPIO’s internal reporting features. We discuss: Executive Dashboard Report (3:47) Email Report (9:15) User Login Activity Report (10:24)…
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Double Header: May Release Webinar + Reporting Coffee Chat
Fitting with the summertime weather + baseball season, we have a Double Header this week! On Wednesday (6/7) at 9:30 AM PT, register for the May Release Webinar. It'll be a shorter one this month (30 minutes!), but if you have questions about any releases or enhancements from Q2, feel free to join! On Friday (6/9), at 9:30…