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Past Project Name Filtering in Project Settings
Problem Summary Upgrade, Inc. completes client questionnaires year over year that contain largely the same questions. In many cases, answers remain unchanged from previous years. To improve efficiency and answer reuse, they want more precise control over which past project AI Assistant and Answer Library Search reference.…
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Verbatim Quotations Within AI-Editable Answers
Problem Some Responsive customers (e.g., Optum) manage highly regulated content where only specific portions of an otherwise flexible answer must remain verbatim. Examples include: Customer testimonials Legal or compliance-approved language Regulatory disclosures Today, answers are treated as either fully editable or fully…
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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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Content not showing in Library
I completed a project and added 72 Q&A pairs to the library. However, the content is not showing up and the project is not showing in the Project Filter. The project shows under completed projects. I'm stumped.
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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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AI Draft Enhancements for Attachment-Heavy Q/A Workflows
Problem summaryUpgrade, Inc relies on attachments in Q/A pairs. AI Draft currently: doesn't reliably include attachments from source Q/A pairs into drafted answers, and doesn't consistently resolve merge-tags that should display attachment filenames in the preview (but filenames sometimes appear after apply→revert). They…
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Filters/ Grouping in Archive Folder
One of our investment customers suggested it would be great if there was a way to group projects in the archive folder to make it easier to find versus scrolling. For Instance group by and be able to filter based on the group Test Projects Year Duplicate
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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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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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Bulk Answer Order Editing for Multiple Questions
Customers need the ability to update the answer order across multiple questions at once. Currently, the answer order can only be changed individually through Edit Question, which becomes time-consuming for large projects or templates with many similar question types. This enhancement would allow users to: Select multiple…
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Enable AI to Recognize Contextual Relationships Between Dropdown and Freeform Answers
UPS received a proposal that was formatted with a dropdown answer type then a subsequent answer for freeform comments relating to that dropdown answer. When AI was used to answer that freeform comment, it pulled generic information about UPS, not information specific to that dropdown question from their customer. The…
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Reassignment Notifications for Projects in Sections and Questions
If an Author or Reviewer is reassigned on a section or question, Infor would like to have a notification sent tot he Project Owner that there has been a reassingment.