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AI Draft Editing
HI team! I met with a few customers recently who have expressed interest in having the ability to edit responses at the screen where AI Draft is producing the first responses to "apply" or "Discard". From the conversations, here's the idea: Once the AI Draft has drafted the responses, if they want to make an edit right…
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Toggle button on AI Draft
Infor shared feedback on the Spring 2025 release. They love the new option to add up to 10 external sites to AI Draft. However, for some RFPs, they don’t want AI Draft to pull from external sites. They’re asking us to considered adding a toggle or button to turn external site use on or off as needed on the AI draft screen.
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Retain footnotes/endnotes from AI generated responses
For some organizations, footnotes and endnotes are critical to their responses. When we have an AI generated response that uses sources with annotations like footnotes or endnotes, it does not retain those in the drafted responses even if using the a line of text that contains the annotation verbatim. Including annotations…
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Change name in UX for Section Level AI Filters - currently AI Assistant Filter
Currently when someone selects More Options on a section in the sections page, they have the option to set an AI Assistant Filter. This can be confusing for users because it also applies to AI Draft. Can we change the name of this option to Answering Agent filter?
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AI backed Auto-Respond/AI Draft
This is a request from Accenture. They are looking for a more advanced way to use AI to search and pair content straight from the library. They've tested AI Draft but want to use it more for its search capabilities and have it default to Q&A responses as they are in the library more often.
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Answered logic in AI draft vs Update Source file
During AI Draft, a question was considered 'answered' if at least one of its required response fields contained an answer, such as those initially populated via AI draft. So, all questions showed as 'answered' before the update, even if some had only a single response filled. However, the 'update source file' introduced a…
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Ability to undo a Discard or Apply selection in AI Draft
Two customers so far (AQR Capital Management and Crestline Investors) have approached me with a request for the ability to either (1) undo a selection of either Apply or Discard in AI draft, or (2) switch between the two options, after one has already been selected. At present, there is no undo button or ability to switch…
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AI Bulk Respond - filter questions by answered, not answered and partially answered
Client - Ciena During the demo, client did give a feedback stating that it would be great to have the filters applicable similar to that of Auto Respond to quickly have a look at partial answered questions and then if required they can re- run the bulk respond with a different filter.