-
Improve Documents for AI workflow transparency, confidence, and usability
Comment from Federated Herms about Documents for AI feature. @Khalees V I have been experimenting with AI Documents and I’ve noticed some things that I think are confusing. Since this feature is still in beta, I wanted to give feedback to help improve the process and/or the help info. Please let me know if this is…
-
Role-based control over AI Draft answer source selection
Requested by EY Problem Statement Today, users with access to AI Draft can choose between: Content Library + AI Drafted Answers Content Library Answers Only There is currently no way to control which of these options is available based on a user's role. Requested Enhancement Introduce a role-based permission that allows…
-
Enforce Mandatory Content Library Fields During "Save in Library" from Projects
Currently, when users save Q&A content from a Project to the Content Library using the "Save in Library" function, mandatory Content Library fields are not enforced at the time of saving. Validation only occurs later during the Moderation process. For organizations that do not use Moderation, or for those that prefer…
-
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…
-
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…
-
Improve Visibility When AI Draft Is In Use
Hi Team, Raising an enhancement request on behalf of Nokia. Problem: Today, AI Draft can only be run by one user at a time. If a user initiates AI Draft on a project, other users attempting to use AI Draft elsewhere in the platform are unable to do so until the active process completes. The challenge is that users…
-
Give Edit Option for ProposalTech Imports
In the May 27th release there is a new feature that allows for importing and automapping ProposalTech Answerable Template exports. Support has confirmed that once the mapping is done the document becomes "Non-editable". This means if Responsive does not map it correctly there is no way to edit without reaching out to…
-
Flexibility in Date Fields for Past Project Search
Requested By: Fortrea Team (Kate Woods - kate.howson@fortrea.com) Priority: High Summary: Request to enhance Past Project Search functionality by allowing flexibility in selecting date fields (Created Date / Completed Date) instead of relying solely on “Last Updated Date,” and to modify how the “Last 6 months” filter is…
-
Product Enhancement Request: Bulk Due Dates for Sequential Reviewers
State street has requested this enhancement urrent Behavior: At the individual question level, users can assign sequential reviewers and set a distinct due date for each reviewer in the sequence (e.g., Reviewer 1 due the 1st, Reviewer 2 due the 15th, Reviewer 3 due the 31st). When applying sequential review via bulk action…
-
Hide the "Message Guests/Authors/Reviewers" field when "Queue & Notify Later" is enabled
Current behavior When assigning a guest user (or author/reviewer) to a section, users can enter text in the Message Guests field and enable "Track as section comments". However, if "Queue & Notify Later" is also turned on, the message text is silently dropped – it does not appear in the assignment notification email, nor…
-
Allow users to export all project questions for Clarificiations
TaaP stated that clarifications from issues can take anywhere between 2 weeks-2 months to receive, and are a compilation of requests from all bidders. They found that sometimes there is a clarification that they have not thought of, but is helpful to them. Since the current project clarifications tab only shows what has…
-
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…
-
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…
-
Answering page does not clearly separate multiple questionnaires (as it does in Section View)
State Street has requested this Enhancement When multiple files are imported, users want to distinguish them by imported file name in answering page. They would like to View by imported file name.
-
Guest Notifications & Filtering on Activities page
CPI Card Group - Customer Our customer uses the Guest use functionality frequently, but we recently discovered a notification and filtering issue. I reached out to support, and they are seeing the same issue. 1. Project owner/admins do not receive any notifications when a guest user is assigned to a Q&A pair or if any…
-
Ability to view inline citations once published to a Project (not in view mode)
What I am trying to see is once a project has had AI Draft run, the answers reviewed and have been applied from within the AI Draft Answers Page, then the AI Draft Answers Page is closed and our QNR is then populated with the applied answers. Is there a way to go back and look at how AI Draft was run to come up with those…
-
Bulk answer-type edits across sections are not supported
State Street has requested for this Enhancement Users can bulk edit within a section, but not across sections.
-
Grid view cannot expand all sections at once
State Street has requested for this Enhancement Users want a list-view-like ability to show individual sections or all sections in grid view. We Should give the option as we have in list view to look at individual sections or all sections .
-
Project-level tags requested instead of org-level tags
State Street Requested for this enhancement Client has requested for tags/flags to be customizable by project; current tags are org-level. Current workaround of Use the standard tag format in the interim (SME1 / SME2) is not ideal. We should think about adding tags at a project level
-
Content Reference Tags not showing the actual answers (values) when seen on the recommendations
[TKT-219318] The feature requested by Invesco is for Content Reference Tag (CRT) values to be visible in the Preview Results when using the Auto-Respond feature in the Project Area. Currently, the CRT values do not appear during the preview stage – they only become visible after they are applied to project answers. The…
-
Add "Edit in Word Online" support for Microsoft Word attachments within Discussions
I am submitting this on behalf of Westinghouse (275k) Summary Enable users to open and edit Microsoft Word attachments directly from a Discussion using Edit in Word Online, similar to the existing functionality available for documents in the Documents tab. Current Behavior Users can upload Word documents as attachments to…
-
Veeam API Integration
Veeam specializes in data protection, backup, and disaster recovery solutions. As for the use case, Netcall is looking for automation within Responsive for exports to source for all projects currently open. They want the RFP export package to be updated back to Veeam.
-
Bulk Accept / Auto-Apply Content Library Update Suggestions in Projects
Currently, when Content Library updates are made to Q&A pairs that are used in projects, each updated response is flagged with a light bulb icon within the project. Users are required to click into each individual response and accept the change one by one. For organizations managing large-scale projects such as standard…