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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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Allow Enhanced Auto-Respond to function in the same instance where AI is active.
State Street has requirements to have auto-respond take the first pass at answering questions then have AI provide additional responses after. After testing, they have found that the enhanced auto-respond features provides better results than the legacy version. Currently, we are not able to have AI and enhanced auto…
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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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Verbatim Flag/Icon on Answering Page
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AI to show Verbatim wording ends and where generated response begins
For a single question with Multi parts: If AI is going to answer as completely as possible, the reader needs to know where Verbatim starts/stops. Otherwise, how will they know.
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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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Misleading message in AI Draft 'Discard Answers' pop-up window
In ticket TKT-210124, customer mentioned that the message that we see when closing AI Draft window is confusing and misleading. The message says, "One or more questions from the following sections will be discarded. However, answers that are applied will be saved". It first says, "One or more questions". Then in the next…
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Contextual grouping of AI generated QA pairs in the Content Library
I am raising this enhancement request on behalf of Rodrigo from Feedzai, focusing on improving how AI generated answers are managed within the Content Library. Today, when AI Draft pulls information from the Content Library and generates a response, that output is later saved as a new question answer pair even when a…
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IFTnT "If this then that" (Either in AI instructions or in configuration)
IFTnT "If this then that" (Either in AI instructions or in configuration) As a user, I should be able to embed instructions (either from the buyer or self created) that help the tool run answers more efficiently. Scenario: Buyer has three response spaces for each question: 1) Compliance 2) Effort 3) Comments. If we answer…
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Project Settings Answer library search should be honored by AI.
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Requesting Addition of "AI Draft Completed" Button - Not Red "X"
Hello, My customer Altumint and I are requesting that we add an "AI Draft Completed" button. Currently, after applying and/or discarding responses, if you don't explicitly click on the red "X" button to close the window, the AI Draft Review is technically not completed and prevents any further access to the AI Draft button…
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Improve AI Draft Status Visibility & Parallel Processing
Currently, when one user initiates AI Draft, other users only see the AI Draft button greyed out, without any indication of why it’s unavailable or what stage the process is in. This can be confusing and often leaves users mid-way without clarity on what’s happening or what their next step should be. Proposed improvement:…