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Savvas Learning - Discussions Message Notification that states when a user has read a message
Khalees requested we create a S4 so we can monitor this request for Savvas Learning. additional context: Our Executive Leader, Pamela McNair from Savvas Learning ARR$125k+, had a question. They wanted me to Confirm whether Responsive can provide a read indicator or audit trail showing whether a discussion recipient opened…
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Request for Task Icon Visibility on Sections and Answering Page (questions).
On the questions in Answering Page and on sections in the Section page, the customer would like to either customize the icons themselves, or have the Task icon be added so that they can quickly determine if the questions and sections have tasks associated with them. They further added that, they want to see the Task icon…
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Improve guest portal layout for section assignments (narrative/non-Q&A proposals)
When a full section is assigned to a guest, the guest portal renders the working area compressed into roughly the top 25% of the screen — even in the expanded view — making it cramped and difficult to use for long, narrative-style content. By contrast, assigning an individual Q&A pair uses the full screen. L2 engineering…
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Managing revisions and assessing sub-project feasibility - Syngene
A clear version-control mechanism is required for projects, proposals, and documents, with guidance on whether sub-projects can be used to manage revisions and proposal iterations effectively - these should sync to Salesforce as well. Versioning is required for projects, proposals, documents, and related outputs, such as…
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Wolters Kluwer ELM Solutions - Staggering SME Reviews
Our POC is having issues assigning 200+ questions to SMEs. He'd like to expore ways to make it easier to queue up 50 per quarter. Main Request Below: Validate the best approach for staggering review notifications so SMEs are not overwhelmed with a large volume at once. Slack Channel for Product and link to request :…
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Auto-Apply Tags from AI Draft Search Filters to Project Questions
Customer: Nokia Summary Nokia would like the ability to automatically apply tags to all project questions based on the tag filters selected within the AI Draft search experience. Business Need When using AI Draft, users frequently filter source content by specific tags to ensure responses are generated from the most…
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Datasets in AI Draft
My client, Kyriba Corp, would like the ability to leverage datasets in AI Draft as it's currently available in ASK and AI Assistant.
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Apply Verbatim at the Individual Source Level in Ask and AI Draft
Current Behavior When Ask or AI Draft retrieves multiple sources, one Q&A pair marked Verbatim causes all retrieved sources to be returned verbatim. This includes non-Verbatim Q&A pairs and documents—even though documents do not have a Verbatim setting. As a result, document content may be copied exactly as stored,…
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Using Responsive to respond to Proposal Tech RFPs
We currently work with brokers who primarily use the Proposal Tech system for issuing RFPs. They require the responses to be added/ uploaded to their system. Since Proposal Tech is also an RFP management system, what are the best practices for using Responsive to handle Proposal Tech RFPs. A recent example: The Proposal…
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Restore Project-Level AI Draft Filters After Clearing Section-Level Filters
Customer: Nokia Summary: A gap has been identified where, once a section-level filter has been applied within a project and subsequently cleared, the section no longer inherits the project-level AI Draft filters. As a result, users are unable to run AI Draft against that section using the project's configured filters and…
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Individual question completion functionality VS current section completion only
Problem Statement Organizations with multiple Subject Matter Experts (SMEs) and reviewers often collaborate across different time zones and schedules. Today, once a section is assigned for review, individual questions within that section remain editable until the entire section is completed. This creates challenges when…
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Feature Request: Improve End-to-End PDF Questionnaire Support
Summary Improve the end-to-end experience for customers working with PDF-based questionnaires by addressing limitations in both PDF import and PDF export. Many customers receive RFPs and questionnaires exclusively in PDF format. While Responsive supports PDF workflows, current limitations require manual intervention during…
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Platform Performance - A Deep Dive into Your Performance Metrics
Welcome to the first part of our Deep Dive into Your Performance Metrics, where will break down your reporting even further to show why this metric matters and how you can improve your overall performance and achieve even greater results. Want to skip ahead? Learn more about Answer Efficiency and Content Library Health.…
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Improve Author Notification Handling to Prevent Unnecessary Alerts for Non-Completing Users
I am submitting this enhancement request on behalf of our strategic client, Evernorth. Request: Enhance the notification logic for authors in projects so that users who have not completed a question do not continue to receive repetitive notifications once another assigned author has completed it, or provide more granular…
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Seeking Best Practices: SME “Visibility-Only” Access (No Required Actions)
Hi everyone! Our team is looking to learn how others are handling SME visibility within projects. In some cases, we want SMEs to have visibility into specific Q&As or sections so they can stay informed and provide input (via @mentions , comments, for example), but we do not want to assign them as Authors or Reviewers since…
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AI Draft “AI Response Generation Stalled” error
Daria (daria.lysohub@securiguard.com) from Securiguard raised a concern that AI Draft throws the error “AI Response Generation Stalled” even though the response contains placeholder/help text, which seems like odd behavior. The customer mentioned that they have placeholder/help text in their source file within the project,…
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Allow Guest Users to @Mention Project Members Other Than the Project Primary Contact (PPC)
Customer: Andrada Balan Ticket: TKT-219119 Current Behavior: Guest users are currently able to @mention only the Project Primary Contact (PPC). They are unable to @mention other project members , collaborators, reviewers, or subject matter experts within the project. Business Impact: The customer has multiple guest users…
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"Adding new section templates" popup to display in a new tab
Equinix is suggesting that when a user adds New Sections from Section Templates in a project, if the window opened in a new tab, it would allow a user to easily compare what they already have in their project with potential new sections that they might want to add.
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AI Draft – Enforce character limits by rejecting or flagging responses before acceptance
Currently, when character limits are configured in AI Draft (at the project AI instruction level, section level, or via AI Draft instructions), the AI does not reliably honor those limits. Responses that exceed the configured limit are still surfaced to the user and can be accepted. The system only flags the violation with…
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ANY/ALL/SEQUENTIAL process for project authorship
State Street has requested ANY/ALL/SEQUENTIAL process for project authorship. They would like to see the same functionality that we have for the answer review process, but for those authoring the answers to project questions.
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Feature Request: Context-Aware AI Drafting Using Project Documents
Background Several customers have recently provided feedback around how they are leveraging AI platforms such as ChatGPT and Claude. A common workflow they highlighted is the ability to create “projects” or contextual workspaces where users upload supporting documents, instructions, reference materials, and contextual…
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Advanced Search/AI Filters - Display only tags with content under them
Current Issue: It was confirmed that it is expected behavior for tags that do not have content under them (i.e. zero counts) to display as selectable options within advanced search (content library & project) + AI Assistant Data Filtering. Only ASK and Quick Filters/Facets limit display to tags with content under them.…
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[Aya Healthcare] Tasks tab - Team members should see only their tasks
Problem Statement 1 As a Team Member, when I work through tasks, I want to keep my filter for only my tasks so that I can manage my workload effectively. The customer, Aya Healthcare, is facing fundamental challenges with the Project Tasks tab. Feedback has been received from Anthony Catanese, Director of Product, Aya…