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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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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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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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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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Project Type Association to Archived projects
Customer: Accruent Unable to "deactivate" a project type field that is no longer needed. It is not associated with any active or current project, and all the projects it is associated with are in the Archive folder. The workaround solution : The project type must first be updated or removed from all archived projects. Once…
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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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Templates
When using templates to create a new project, we are limited to the template ONLY comparing to one new RFP document. Most RFP projects are created using multiple documents - we are unable to compare multiple documents to a template. It would be VERY helpful if we could create a new RFP using templates that enable us to…
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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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"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…