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Question level filtering for AI draft - Cognite
The Problem Currently, AI Draft apply a library filters to an entire project/sectios. Large clients like Cognite often require segmented sources for a single RFP (e.g., 10 questions from the Technical Collection and 10 from the Legal Collection). Current Workaround: Manual, repetitive editing or running multiple drafts,…
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Ability to List Responsive Teams as Project Primary Contacts
Currently our clients can build teams of multiple users in their organizational settings. These team of users can be assigned as authors, reviewers and owners. My client Ticketmaster would like to be able to assign a team of users as a Project Primary Contact. Here is a video clip of their request.…
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Ability to display warning pop-up message while completing review for ANY and ALL Review processes.
In Projects, the reviewers do not receive a warning pop-up when clicking the "Complete Review" button without toggling all questions as reviewed, risking premature closure of review sections across multiple projects. The engineering team confirmed that the warning pop-up message is currently only implemented for Custom…
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AI - Eliminate source from AI generated answer AND re-generate answer
Haworth has requested the ability to exclude specific sources from AI generated responses AFTER the initial response has been generated and then re-generate a response without the excluded source.
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AI Filters at the Question Level
Filters for tags/collections/etc at the individual question level. Current you can only apply Filters for AI at the section or project level. So specific questions that require nuance and filtering with certain tags are a complete gap at the moment (other than leaving the project workflow entirely to go to ASK)
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Document uploaded- editing in M365 does not integrate with add ins Lookup or ASK
Request from Proximus- In projects if you upload a document (not import) just upload and you wish to edit the document, in Word in the M365 environment, the instance of M365 doesn't appear with the addin. Currently if they want to edit, they have to get out of it, edit outside of Responsive and reupload.
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"Save in Library" toggle on Q&A pairs in projects
If we update a Q&A pair in a project, and we have the “Save in library” toggle on, shouldn’t that automatically update the Q&A pair in the content library? For this to occur, do we need to first complete the project (so that all Q&A pairs are saved under the content library) and then re-open the project? End goal: edit a…
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Turn off/ bypass auto-configure or Mapping agent.
Crowdstrike has requested the option to disable the auto-configuration feature when importing an RFx. Some users find that the feature does not always identify things correctly, and it takes time to correct. Therefore, they would prefer to map it themselves since they have become proficient with Responsive. They would like…
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Product Requests - Quality Check for consistency issues and better postmortem reporting
Content consistency alerts – Is there a way for the system to flag conflicting information across responses? Potential for Quality Check. For example, if one answer lists revenue at $1.4B and another lists $1.6B, I’d like the tool to identify the mismatch. Since we have customers that often jump between sections and…
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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…
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Reopen a completed project section, and maintain previous reviews
We had a request from a client for the need to re-open a completed project section, and maintain previous reviews; i.e., not remove the reviews, but maintain the reviews that have already been done and allow editing. The need stems from a scenario where the client wanted to go back into a completed section of a project to…
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Request to manage formatting and manuall number assignment in Project create/edit Questions view
Current behavior: When a question is added the system is created to autogenerate and create each question as a separate line item. Once the questions are generated, users have the flexibility to manually edit them as needed, including adjusting the numbering format (for example, changing from 1, 2, 3 to 1.1, 1.2, 1.3).…
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Batch exports for multiple projects
ZKB have a use case for being able to export bulk projects. Currently, projects can only be exported individually, requiring users to navigate into each project to export it. Adding a batch export option would streamline the process by allowing multiple projects to be exported simultaneously.
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Ability to reject QA pair creation while unarchiving and completing a project.
Nick from Netsmart Technologies requested an option to reject QA pair creation while unarchiving and completing a project. When users complete a project for the first time, QA pair with Save in AL enabled will be pushed to moderation. They will then accept some QA pairs and reject some. Based on this actions, client…
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Can you link an Intake to an existing Project?
Or will accepting an intake create a new project everytime? We have a large amount of "pending" intakes but they should have been accepted ages ago and are now not contributing to data as well as being visually messy. Open to alternatives (merging the newly created project with the existing one?)
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Adding Compare and Merge to the Duplicate Check feature
As of now, customers only have the ability to decide whether ot not to bring the duplicate into the library at the duplicate check screen, but they cannot compare, merge, or even alter the Q&A pairs. To add some more context, from what I see working with customers under the scaled team umbrella, which is 70% of Responsive…
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Permission Controls for Editing Section Descriptions and Help Text in Responsive Projects
I'm submitting this enhancement idea on behalf of my strategic client, FEI Systems. Overview • FEI Systems is actively using Responsive Projects to manage collaborative content development across multiple user roles • Section descriptions and help text fields are designed to provide critical context and guidance for…
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Consistent Permission Enforcement for Clarifications Across All Access Points at the Question Level
Request: Implement consistent permission enforcement for the Clarifications feature across all access points at the individual question level, specifically aligning the behavior of the right-side docked panel with the existing restrictions applied via the 3-dot menu. Current Limitations: When a Veeva Team Member user is…
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Combine sections with the same name in project mapping
While testing a spreadsheet for Elemica today, I noticed that identical section names within a column were dispersed throughout the column rather than grouped together. Is there a way to consolidate these into a single heading per section to make it easier to find questions and manage section-level actions like assigning…
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Proposal Manager as Author vs. Reviewer
When managing approximately 50 RFPs per year, do most Proposal Managers find themselves acting as an author to RFP requirements or more as a reviewer? Meaning, when an RFP comes in, are you spending the time to craft concise, sales-positive responses, or due to other RFP projects in the queue and time constraints, are you…
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Project Templates: Enable Adding New Persistent Q&A Content Within Existing Project Templates
I’m submitting this enhancement idea on behalf of my strategic client, Optum. Overview Optum relies heavily on standardized DDQs and recurring questionnaires that evolve over time with new questions added each quarter or year. While Responsive’s Project Template functionality supports reuse of existing Q&As, there is…
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Honor Project-Level Answer Library Search Settings in Responsive AI (Draft)
Enhance Responsive AI (Draft) to respect and align with the existing project-level Answer Library search settings, similar to how AI Assist currently functions. When AI is enabled at the project level, the system should consistently apply configured Answer Library controls (e.g., scoped collections, filtered sources, or…